Rep. Rick W. Allen Sells Off Shares of Rollins, Inc. (NYSE:ROL)

Representative Rick W. Allen (Republican-Georgia) recently sold shares of Rollins, Inc. (NYSE:ROL). In a filing disclosed on September 22nd, the Representative disclosed that they had sold between $15,001 and $50,000 in Rollins stock on August 12th. The trade occurred in the Representative’s “R.W. ALLEN & ASSOCIATES, INC. > RWA&A – SECURITIES” account.

Representative Rick W. Allen also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 8/12/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 8/12/2026.
• Sold $15,001 – $50,000 in shares of Abbott Laboratories (NYSE:ABT) on 7/14/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 7/14/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 7/14/2026.

Rollins Stock Down 6.5%

Shares of NYSE ROL opened at $30.39 on Friday. The company has a market capitalization of $14.62 billion, a P/E ratio of 27.63, a price-to-earnings-growth ratio of 3.53 and a beta of 0.74. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.58 and a current ratio of 0.63. Rollins, Inc. has a 52-week low of $30.12 and a 52-week high of $66.14. The company’s 50 day moving average price is $36.70 and its 200-day moving average price is $45.77.

Rollins (NYSE:ROL) last released its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $0.32 earnings per share for the quarter, missing the consensus estimate of $0.34 by ($0.02). The company had revenue of $1.08 billion during the quarter, compared to the consensus estimate of $1.09 billion. Rollins had a net margin of 13.55% and a return on equity of 38.81%. The business’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.30 EPS. Equities analysts forecast that Rollins, Inc. will post 1.18 earnings per share for the current year.

Rollins Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Monday, August 10th were given a $0.1825 dividend. This represents a $0.73 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, August 10th. Rollins’s payout ratio is 66.36%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. reissued an “underweight” rating and set a $45.00 price objective (down from $70.00) on shares of Rollins in a research report on Friday, July 24th. Zacks Research lowered Rollins from a “hold” rating to a “strong sell” rating in a research report on Tuesday, July 28th. Sanford C. Bernstein cut shares of Rollins from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $70.00 to $52.00 in a research report on Friday, May 29th. UBS Group reiterated a “neutral” rating and issued a $43.00 target price (down from $50.00) on shares of Rollins in a research note on Friday, July 24th. Finally, Morgan Stanley decreased their price target on Rollins from $70.00 to $65.00 and set an “overweight” rating for the company in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $47.94.

Key Rollins News

Here are the key news stories impacting Rollins this week:

• Neutral Sentiment: Rollins management participated in a J.P. Morgan Annual U.S. All Stars Conference fireside chat. The company made a recorded replay available, but no major new financial guidance or strategic announcement was highlighted. Rollins conference fireside chat
• Negative Sentiment: Piper Sandler downgraded Rollins (ROL) to Neutral, citing the potential impact of “agentic AI” and AI-powered search on how consumers find and select pest-control providers. The concern is that changing search behavior could pressure lead generation, customer acquisition efficiency, and the company’s growth outlook. Rollins cut to neutral at Piper
• Negative Sentiment: A separate report also attributed the weakness in ROL to Piper Sandler’s downgrade and concerns about AI-driven search disruption, reinforcing that the issue—not a new operating announcement—is the primary near-term catalyst. Piper Sandler cuts Rollins to Neutral

Institutional Trading of Rollins

Several hedge funds have recently added to or reduced their stakes in the stock. Envestnet Portfolio Solutions Inc. increased its stake in shares of Rollins by 17.9% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 11,125 shares of the business services provider’s stock worth $464,000 after purchasing an additional 1,692 shares during the last quarter. State Street Corp lifted its position in shares of Rollins by 3.7% during the 2nd quarter. State Street Corp now owns 13,561,228 shares of the business services provider’s stock valued at $566,046,000 after buying an additional 488,046 shares during the last quarter. The Manufacturers Life Insurance Company increased its holdings in Rollins by 580.4% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,090,688 shares of the business services provider’s stock worth $45,525,000 after acquiring an additional 930,397 shares during the last quarter. WINTON GROUP Ltd purchased a new stake in Rollins in the 2nd quarter worth about $3,619,000. Finally, Engineers Gate Manager LP bought a new stake in Rollins in the 2nd quarter valued at about $14,908,000. Institutional investors own 51.79% of the company’s stock.

About Representative Allen

Rick Allen (Republican Party) is a member of the U.S. House, representing Georgia’s 12th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Allen (Republican Party) ran for re-election to the U.S. House to represent Georgia’s 12th Congressional District. He won in the general election on November 5, 2024.

Allen was born in Augusta, Georgia, in 1951. He attended Auburn University in Alabama, graduating in 1973 with a B.S. in building construction.

After earning his degree, Allen worked as an estimator, project administrator and assistant to the president with a construction firm in Augusta. In 1976, he founded his own construction business, R. W. Allen & Associates, Inc. The company operates in six states across the country. In 2008, Allen was presented with the Augusta Metro Chamber of Commerce’s Small Business Person of the Year award.

About Rollins

Rollins, Inc is a global provider of pest and termite control services for residential and commercial customers. The company helps protect homes, businesses, and other properties from insects, rodents, termites, wildlife, and other pests through inspection, prevention, treatment, and ongoing monitoring programs.

Rollins operates through a portfolio of recognized pest control brands, including Orkin, Terminix, HomeTeam Pest Defense, Western Exterminator, and Critter Control. Its services include general pest management, termite protection, mosquito and bed bug control, wildlife management, and specialized commercial pest control programs.

Founded in 1948 and headquartered in Atlanta, Georgia, Rollins serves customers across the United States and internationally.