Bamco Inc. NY Decreases Stock Position in Rollins, Inc. $ROL

Bamco Inc. NY trimmed its holdings in Rollins, Inc. (NYSE:ROL) by 7.2% during the third quarter, Holdings Channel.com reports. The fund owned 1,279,912 shares of the business services provider’s stock after selling 100,000 shares during the period. Bamco Inc. NY’s holdings in Rollins were worth $75,182,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Thrive Wealth Management LLC raised its position in Rollins by 2.7% during the third quarter. Thrive Wealth Management LLC now owns 6,473 shares of the business services provider’s stock worth $380,000 after acquiring an additional 172 shares during the last quarter. Fifth Third Bancorp lifted its holdings in shares of Rollins by 1.2% in the third quarter. Fifth Third Bancorp now owns 18,874 shares of the business services provider’s stock valued at $1,109,000 after purchasing an additional 222 shares in the last quarter. World Investment Advisors grew its position in shares of Rollins by 5.1% in the third quarter. World Investment Advisors now owns 4,705 shares of the business services provider’s stock valued at $276,000 after purchasing an additional 229 shares during the last quarter. Inspire Investing LLC grew its position in shares of Rollins by 4.7% in the third quarter. Inspire Investing LLC now owns 5,254 shares of the business services provider’s stock valued at $309,000 after purchasing an additional 234 shares during the last quarter. Finally, Keel Point LLC increased its stake in shares of Rollins by 5.4% during the 2nd quarter. Keel Point LLC now owns 4,646 shares of the business services provider’s stock worth $262,000 after purchasing an additional 238 shares in the last quarter. 51.79% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Rollins

In other Rollins news, insider Thomas D. Tesh sold 2,396 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $60.06, for a total value of $143,903.76. Following the sale, the insider directly owned 29,231 shares of the company’s stock, valued at approximately $1,755,613.86. This trade represents a 7.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Jerry Jr. Gahlhoff sold 4,510 shares of Rollins stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $285,302.60. Following the completion of the sale, the chief executive officer owned 328,386 shares of the company’s stock, valued at $20,773,698.36. This trade represents a 1.35% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 70,955 shares of company stock valued at $4,411,672. Corporate insiders own 4.47% of the company’s stock.

More Rollins News

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Management presentation at BofA — Rollins presented at the BofA Information & Business Services conference; investor takeaways typically include reaffirmation of recurring revenue model, organic growth and M&A strategy, and margin-focus that support the long-term growth thesis. Rollins, Inc. (ROL) Presents at BofA Securities 2026 Information & Business Services Conference Transcript
• Positive Sentiment: Long-term shareholder performance — a Benzinga retrospective shows strong multi-decade compounding for long-term holders, reinforcing the appeal for buy-and-hold investors focused on Rollins’ recurring-service model and dividend/shareholder-return track record. If You Invested $1000 In Rollins Stock 20 Years Ago, You Would Have This Much Today
• Neutral Sentiment: Non-corporate coverage using the “Rollins” name — several entertainment/sports stories reference individuals named Rollins (WWE, NFL, podcasts) or local Rollins College items; these are unrelated to Rollins, Inc.’s business and unlikely to affect the stock. Example: Seth Rollins (WWE) timeline piece. Seth Rollins gives a timeline on his in-ring clearance after invading Raw with his masked men army
• Neutral Sentiment: Local / public policy mentions of other people named Rollins — coverage (e.g., PBS on fertilizer costs, Orlando Sentinel on Rollins College preschool) is not material to Rollins, Inc.’s financials. WATCH: Rollins says U.S. working on solutions to keep fertilizer costs down for farmers amid Iran war
• Negative Sentiment: Earnings-related weakness — analysts and market commentary point to the recent quarter where Rollins reported $0.25 EPS (below consensus ~$0.27) and revenue of $912.9M (versus ~$925M estimate). That miss, combined with high valuation metrics, is cited as the main reason the stock has pulled back since the report. Why Is Rollins (ROL) Down 5.3% Since Last Earnings Report?

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Barclays upgraded Rollins from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $60.00 to $72.00 in a research report on Friday, December 5th. Morgan Stanley set a $70.00 price target on Rollins in a research report on Friday, February 13th. UBS Group set a $65.00 price target on Rollins in a report on Wednesday, January 21st. Canaccord Genuity Group set a $52.00 price objective on Rollins and gave the company a “hold” rating in a research report on Friday, February 13th. Finally, Wells Fargo & Company set a $56.00 price objective on Rollins and gave the company an “equal weight” rating in a research note on Thursday, February 12th. Eleven equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $66.08.

Rollins Stock Performance

Shares of ROL opened at $55.13 on Friday. Rollins, Inc. has a 1 year low of $49.73 and a 1 year high of $66.14. The company’s 50 day simple moving average is $60.96 and its 200 day simple moving average is $59.20. The company has a market capitalization of $26.52 billion, a price-to-earnings ratio of 50.58, a PEG ratio of 3.40 and a beta of 0.80. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.55 and a current ratio of 0.60.

Rollins (NYSE:ROL) last released its earnings results on Wednesday, February 11th. The business services provider reported $0.25 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.02). The firm had revenue of $912.91 million during the quarter, compared to analysts’ expectations of $925.08 million. Rollins had a return on equity of 38.16% and a net margin of 14.00%.The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.22 earnings per share. On average, sell-side analysts predict that Rollins, Inc. will post 1.09 EPS for the current year.

Rollins Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a $0.1825 dividend. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.3%. Rollins’s payout ratio is currently 66.97%.

Rollins Company 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.