Rollins, Inc. $ROL Shares Sold by Riverbridge Partners LLC

Riverbridge Partners LLC trimmed its position in Rollins, Inc. (NYSE:ROL) by 5.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,001,848 shares of the business services provider’s stock after selling 110,849 shares during the period. Rollins accounts for about 2.0% of Riverbridge Partners LLC’s portfolio, making the stock its 14th largest position. Riverbridge Partners LLC’s holdings in Rollins were worth $117,589,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd purchased a new position in shares of Rollins during the second quarter worth $30,000. TD Waterhouse Canada Inc. lifted its stake in Rollins by 58.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 730 shares of the business services provider’s stock worth $41,000 after acquiring an additional 269 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in Rollins during the 2nd quarter valued at about $42,000. Geneos Wealth Management Inc. grew its position in Rollins by 75.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 870 shares of the business services provider’s stock valued at $47,000 after acquiring an additional 375 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in Rollins in the 2nd quarter valued at about $47,000. Institutional investors and hedge funds own 51.79% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on ROL. Wells Fargo & Company set a $63.00 price target on shares of Rollins and gave the stock an “overweight” rating in a research report on Tuesday, October 28th. JPMorgan Chase & Co. assumed coverage on shares of Rollins in a report on Friday, September 26th. They set an “overweight” rating and a $70.00 target price on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $64.00 price target on shares of Rollins in a research report on Thursday, October 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Rollins in a research note on Tuesday, December 2nd. Finally, Morgan Stanley upgraded Rollins from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $58.00 to $72.00 in a report on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $66.25.

Insider Buying and Selling

In related news, insider Thomas D. Tesh sold 2,396 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $59.73, for a total value of $143,113.08. Following the completion of the sale, the insider directly owned 31,627 shares of the company’s stock, valued at $1,889,080.71. The trade was a 7.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 4.47% of the stock is owned by corporate insiders.

Rollins News Summary

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Quarterly beat and revenue growth — Rollins reported Q3 EPS of $0.35 versus a $0.32 consensus and revenue of $1.03B (about +12% YoY). Strong margins and a 37.6% ROE show healthy profitability that supports the premium valuation.
• Positive Sentiment: Low leverage — debt-to-equity is modest (~0.32), which reduces financial risk and gives flexibility for capital allocation or acquisition activity.
• Neutral Sentiment: Provided news set is unrelated — the linked articles focus on wrestler Seth Rollins (entertainment/sports coverage) and have no direct bearing on Rollins, Inc.’s pest-control business or fundamentals.
• Negative Sentiment: High valuation — forward/TTM P/E (~56) is elevated versus broader market, so the stock can be sensitive to any guidance misses or macro risk that prompts multiple compression.
• Negative Sentiment: Liquidity metrics — current ratio (~0.77) and quick ratio (~0.71) are below 1.0, which investors may view as a short-term liquidity weakness compared with peers.
• Negative Sentiment: Technical/flow factors — trading volume is well above average and the stock sits near its 52-week high; higher volume combined with a lofty multiple can lead to short-term profit-taking and a pullback in price.

Rollins Trading Down 0.2%

Shares of NYSE:ROL opened at $60.05 on Monday. Rollins, Inc. has a 52 week low of $45.34 and a 52 week high of $61.84. The company’s 50 day moving average is $58.66 and its two-hundred day moving average is $57.53. The company has a market cap of $29.10 billion, a PE ratio of 56.12 and a beta of 0.79. The company has a current ratio of 0.77, a quick ratio of 0.71 and a debt-to-equity ratio of 0.32.

Rollins (NYSE:ROL) last issued its earnings results on Wednesday, October 29th. The business services provider reported $0.35 EPS for the quarter, topping analysts’ consensus estimates of $0.32 by $0.03. Rollins had a net margin of 14.02% and a return on equity of 37.60%. The firm had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.02 billion. During the same quarter in the previous year, the firm posted $0.29 earnings per share. The company’s revenue was up 12.0% compared to the same quarter last year. Equities analysts predict that Rollins, Inc. will post 1.09 earnings per share for the current fiscal year.

Rollins Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were paid a $0.1825 dividend. This is an increase from Rollins’s previous quarterly dividend of $0.17. This represents a $0.73 annualized dividend and a yield of 1.2%. The ex-dividend date was Monday, November 10th. Rollins’s payout ratio is currently 68.22%.

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.