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

Bamco Inc. NY reduced its stake in Rollins, Inc. (NYSE:ROL) by 7.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,279,912 shares of the business services provider’s stock after selling 100,000 shares during the quarter. Bamco Inc. NY owned 0.26% of Rollins worth $75,182,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of ROL. Root Financial Partners LLC purchased a new stake in shares of Rollins during the third quarter worth approximately $31,000. TD Waterhouse Canada Inc. grew its position in Rollins by 58.4% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 730 shares of the business services provider’s stock valued at $41,000 after buying an additional 269 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in Rollins in the 2nd quarter valued at $42,000. TruNorth Capital Management LLC acquired a new position in Rollins in the 3rd quarter valued at $45,000. Finally, First Horizon Corp purchased a new position in Rollins during the 3rd quarter worth $47,000. 51.79% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Rollins

In related news, Chairman Gary W. Rollins sold 10,355 shares of the company’s stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $62.83, for a total value of $650,604.65. Following the sale, the chairman owned 5,312,114 shares in the company, valued at $333,760,122.62. This represents a 0.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Thomas D. Tesh sold 887 shares of the firm’s stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $63.26, for a total value of $56,111.62. Following the completion of the transaction, the insider directly owned 28,344 shares of the company’s stock, valued at $1,793,041.44. The trade was a 3.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 70,955 shares of company stock worth $4,411,672. 4.47% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on ROL shares. Royal Bank Of Canada set a $67.00 target price on shares of Rollins and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Sanford C. Bernstein reissued an “outperform” rating on shares of Rollins in a report on Tuesday, December 2nd. Bank of America initiated coverage on shares of Rollins in a report on Tuesday, February 17th. They set a “buy” rating and a $67.00 price target for the company. UBS Group set a $65.00 price objective on Rollins in a report on Wednesday, January 21st. Finally, Wells Fargo & Company set a $56.00 target price on Rollins and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Eleven investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $66.08.

Key Headlines Impacting Rollins

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?

Rollins Price Performance

Shares of NYSE ROL opened at $55.13 on Friday. 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, Inc. has a one year low of $49.73 and a one year high of $66.14. The firm has a market capitalization of $26.52 billion, a P/E ratio of 50.58, a PEG ratio of 3.40 and a beta of 0.80. The company’s fifty day moving average is $60.96 and its two-hundred day moving average is $59.20.

Rollins (NYSE:ROL) last announced its quarterly earnings results on Wednesday, February 11th. The business services provider reported $0.25 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.02). Rollins had a net margin of 14.00% and a return on equity of 38.16%. The company had revenue of $912.91 million during the quarter, compared to analysts’ expectations of $925.08 million. During the same quarter in the prior year, the business earned $0.22 EPS. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. Analysts forecast that Rollins, Inc. will post 1.09 EPS for the current fiscal year.

Rollins Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued 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 yield of 1.3%. Rollins’s dividend payout ratio (DPR) is 66.97%.

About Rollins

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.