TD Asset Management Inc Trims Holdings in Rollins, Inc. $ROL

TD Asset Management Inc lowered its position in shares of Rollins, Inc. (NYSE:ROL) by 3.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,462,101 shares of the business services provider’s stock after selling 45,482 shares during the quarter. TD Asset Management Inc owned 0.30% of Rollins worth $85,884,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Parr Mcknight Wealth Management Group LLC increased its stake in shares of Rollins by 1.5% in the third quarter. Parr Mcknight Wealth Management Group LLC now owns 25,883 shares of the business services provider’s stock worth $1,520,000 after purchasing an additional 388 shares in the last quarter. Mufg Securities Americas Inc. lifted its stake in shares of Rollins by 21.7% during the 3rd quarter. Mufg Securities Americas Inc. now owns 7,580 shares of the business services provider’s stock valued at $445,000 after buying an additional 1,350 shares in the last quarter. Compound Planning Inc. boosted its holdings in Rollins by 15.8% in the 3rd quarter. Compound Planning Inc. now owns 5,983 shares of the business services provider’s stock worth $351,000 after buying an additional 816 shares during the period. Dakota Wealth Management increased its stake in Rollins by 19.2% in the 3rd quarter. Dakota Wealth Management now owns 166,882 shares of the business services provider’s stock worth $9,803,000 after buying an additional 26,867 shares in the last quarter. Finally, Koshinski Asset Management Inc. increased its stake in Rollins by 10.0% in the 3rd quarter. Koshinski Asset Management Inc. now owns 18,563 shares of the business services provider’s stock worth $1,090,000 after buying an additional 1,687 shares in the last quarter. 51.79% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Royal Bank Of Canada set a $67.00 price objective on Rollins and gave the company an “outperform” rating in a research report on Thursday, February 12th. Jefferies Financial Group set a $66.00 target price on Rollins and gave the company a “buy” rating in a research note on Monday, November 3rd. The Goldman Sachs Group reissued a “buy” rating and issued a $64.00 price target on shares of Rollins in a report on Thursday, October 30th. Canaccord Genuity Group set a $52.00 price objective on shares of Rollins and gave the company a “hold” rating in a report on Friday, February 13th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Rollins in a research report on Tuesday, December 2nd. Eleven research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $66.08.

Insider Transactions at Rollins

In other Rollins news, Chairman John F. Wilson sold 7,538 shares of the stock in a transaction on Monday, January 26th. The shares were sold at an average price of $63.26, for a total transaction of $476,853.88. Following the completion of the transaction, the chairman owned 600,049 shares in the company, valued at $37,959,099.74. This trade represents a 1.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Jerry Jr. Gahlhoff sold 4,510 shares of Rollins stock in a transaction on Monday, January 26th. The stock was sold at an average price of $63.26, for a total transaction of $285,302.60. Following the completion of the transaction, the chief executive officer directly owned 328,386 shares of the company’s stock, valued at $20,773,698.36. The trade was a 1.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 73,351 shares of company stock valued at $4,554,785 in the last 90 days. Company insiders own 4.47% of the company’s stock.

Rollins Price Performance

NYSE:ROL opened at $59.74 on Friday. The company has a current ratio of 0.60, a quick ratio of 0.55 and a debt-to-equity ratio of 0.35. The company has a market capitalization of $28.74 billion, a P/E ratio of 54.81, a P/E/G ratio of 3.65 and a beta of 0.78. Rollins, Inc. has a 12 month low of $49.73 and a 12 month high of $66.14. The business’s 50-day moving average is $61.51 and its 200 day moving average is $59.17.

Rollins (NYSE:ROL) last released its quarterly earnings results on Wednesday, February 11th. The business services provider reported $0.25 earnings per share for the quarter, missing the consensus estimate of $0.27 by ($0.02). Rollins had a net margin of 14.00% and a return on equity of 38.16%. The firm had revenue of $912.91 million for 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 quarterly revenue was up 9.7% compared to the same quarter last year. On average, equities research analysts forecast that Rollins, Inc. will post 1.09 earnings per share for the current fiscal year.

Rollins Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.1825 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.2%. Rollins’s dividend payout ratio (DPR) is 66.97%.

Rollins News Roundup

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Price technicals may support the rally — ROL is trading above its 200-day moving average (around $59.17), which can be viewed as longer-term technical support.
• Neutral Sentiment: Several recent headlines refer to people named “Rollins” (NBA and wrestling) and are unrelated to Rollins, Inc.; investors should ignore these for company fundamentals. Ryan Rollins: Cut from a different cloth
• Neutral Sentiment: More unrelated sports coverage — player performance and game recaps do not affect ROL’s pest-control business. Giannis-less Bucks winning with a new ‘recipe.’
• Neutral Sentiment: Additional unrelated sports piece on the same athlete. Bucks guard Ryan Rollins has a secret weapon for stamina
• Neutral Sentiment: Game recap (NBA) — operationally irrelevant to Rollins, Inc. Porter, Rollins lead the Bucks past the short-handed Cavaliers
• Neutral Sentiment: WWE/Seth Rollins coverage — unrelated to the pest-control company. WWE’s Seth Rollins Talks Working Relationship With CM Punk
• Neutral Sentiment: Sports Illustrated profile (unrelated). Ryan Rollins is Whom the Most Improved Player Award is About
• Neutral Sentiment: News items about Brooke Rollins/USDA are about a policy official, not Rollins, Inc.; not directly material. Rollins: USDA to request comments on data WATCH LIVE: Secretary of Agriculture Brooke Rollins
• Negative Sentiment: Insider sale: Director Elizabeth B. Chandler sold 14,201 shares at ~$59.36 on Feb. 25 (disclosed filing), reducing her stake by ~20%—insider selling can concern investors about near-term insider conviction. Insider sale SEC filing
• Negative Sentiment: Analyst/market take: A recent Seeking Alpha piece argues ROL is a quality compounder but “priced for perfection,” highlighting high valuation (PE ~55) and limited margin for disappointment. That narrative can cap upside and increase sensitivity to execution misses. Rollins: Quality Compounder, But Priced For Perfection
• Negative Sentiment: Recent quarterly results showed revenue growth (~9.7% y/y) but a small EPS miss (reported $0.25 vs. $0.27 expected), reinforcing concerns that high expectations are already priced in and making future misses more punitive.

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.