Manning & Napier Advisors LLC Has $71.04 Million Position in Rollins, Inc. $ROL

Manning & Napier Advisors LLC trimmed its position in shares of Rollins, Inc. (NYSE:ROL) by 10.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,175,622 shares of the business services provider’s stock after selling 132,069 shares during the quarter. Manning & Napier Advisors LLC’s holdings in Rollins were worth $71,043,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Rollins by 5.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 30,812 shares of the business services provider’s stock worth $1,663,000 after buying an additional 1,620 shares during the period. Empowered Funds LLC raised its stake in shares of Rollins by 16.7% during the first quarter. Empowered Funds LLC now owns 6,427 shares of the business services provider’s stock valued at $347,000 after acquiring an additional 918 shares during the last quarter. Woodline Partners LP raised its stake in shares of Rollins by 40.7% during the first quarter. Woodline Partners LP now owns 23,728 shares of the business services provider’s stock valued at $1,282,000 after acquiring an additional 6,859 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Rollins by 75.8% during the first quarter. Geneos Wealth Management Inc. now owns 870 shares of the business services provider’s stock worth $47,000 after purchasing an additional 375 shares during the period. Finally, First Trust Advisors LP lifted its holdings in shares of Rollins by 185.0% during the second quarter. First Trust Advisors LP now owns 368,718 shares of the business services provider’s stock worth $20,803,000 after purchasing an additional 239,361 shares during the period. 51.79% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on ROL. Wells Fargo & Company set a $56.00 price objective on Rollins and gave the company an “equal weight” rating in a report on Thursday, February 12th. UBS Group upped their price target on Rollins from $58.00 to $61.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Loop Capital initiated coverage on Rollins in a research note on Monday, April 13th. They issued a “hold” rating and a $56.00 price target for the company. Morgan Stanley set a $70.00 price objective on Rollins in a research report on Friday, February 13th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $67.00 price objective on shares of Rollins in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $65.27.

Insider Activity at Rollins

In related news, insider Elizabeth B. Chandler sold 14,201 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $59.36, for a total transaction of $842,971.36. Following the completion of the sale, the insider owned 55,977 shares of the company’s stock, valued at $3,322,794.72. This trade represents a 20.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 5.77% of the stock is currently owned by insiders.

Rollins Price Performance

Shares of NYSE ROL opened at $53.79 on Friday. The company has a market capitalization of $25.90 billion, a PE ratio of 49.35, a P/E/G ratio of 3.35 and a beta of 0.79. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 0.35. Rollins, Inc. has a twelve month low of $52.32 and a twelve month high of $66.14. The firm has a fifty day simple moving average of $55.42 and a 200 day simple moving average of $58.59.

Rollins (NYSE:ROL) last issued its quarterly earnings results on Wednesday, April 22nd. The business services provider reported $0.24 EPS for the quarter, meeting analysts’ consensus estimates of $0.24. Rollins had a net margin of 13.77% and a return on equity of 38.37%. The business had revenue of $906.42 million for the quarter, compared to analysts’ expectations of $895.17 million. During the same quarter in the prior year, the firm posted $0.22 earnings per share. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. On average, sell-side analysts forecast that Rollins, Inc. will post 1.24 EPS for the current year.

Rollins Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 11th will be given a dividend of $0.1825 per share. The ex-dividend date is Monday, May 11th. This represents a $0.73 annualized dividend and a dividend yield of 1.4%. Rollins’s dividend payout ratio is presently 66.97%.

Key Stories Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Rollins said it will host its 2026 Investor and Analyst Conference on May 14, which could give investors more visibility into growth plans, margins, and outlook. Rollins To Host 2026 Investor and Analyst Conference on May 14th
• Positive Sentiment: Recent analysis highlighted resilient demand and said Rollins remains a buy, noting about 10% year-over-year revenue growth in Q1 2026 and that margin pressure may be temporary rather than structural. Rollins: Demand Held Up, But Ebitda Impacted By Non-Structural Reasons
• Neutral Sentiment: Rollins’ latest quarterly report showed earnings of $0.24 per share, in line with estimates, and revenue of $906.4 million, which topped expectations and rose 10.2% year over year. This supports the stock, but it was already known from the prior earnings release.
• Neutral Sentiment: Several headlines in the feed refer to wrestler Seth Rollins, which are unrelated to Rollins, Inc. and should not materially affect the stock.

Rollins Profile

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.