Riverbridge Partners LLC lowered its position in Rollins, Inc. (NYSE:ROL – Free Report) by 22.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,545,713 shares of the business services provider’s stock after selling 456,135 shares during the quarter. Rollins accounts for approximately 1.7% of Riverbridge Partners LLC’s holdings, making the stock its 18th biggest holding. Riverbridge Partners LLC owned about 0.32% of Rollins worth $92,774,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Board of the Pension Protection Fund purchased a new stake in shares of Rollins during the fourth quarter worth about $30,000. Root Financial Partners LLC acquired a new stake in Rollins during the 3rd quarter valued at approximately $31,000. TD Waterhouse Canada Inc. increased its holdings 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 purchasing an additional 269 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in shares of Rollins in the 2nd quarter valued at approximately $42,000. Finally, TruNorth Capital Management LLC acquired a new position in shares of Rollins in the 3rd quarter valued at approximately $45,000. 51.79% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of analysts have recently weighed in on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Rollins in a research report on Monday, December 29th. UBS Group set a $65.00 price target on shares of Rollins in a report on Wednesday, January 21st. Barclays raised shares of Rollins from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $60.00 to $72.00 in a report on Friday, December 5th. Wells Fargo & Company set a $56.00 target price on shares of Rollins and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Rollins in a research note on Tuesday, December 2nd. Eleven analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Rollins currently has a consensus rating of “Moderate Buy” and an average target price of $66.08.
Insider Buying and Selling
In related news, CEO Jerry Jr. Gahlhoff sold 4,510 shares of the stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $63.26, for a total transaction of $285,302.60. Following the sale, the chief executive officer owned 328,386 shares in the company, valued at $20,773,698.36. This represents a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman John F. Wilson sold 7,538 shares of the firm’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $63.26, for a total transaction of $476,853.88. Following the completion of the transaction, the chairman directly owned 600,049 shares in the company, valued at $37,959,099.74. This represents a 1.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 69,435 shares of company stock worth $4,321,384. Company insiders own 4.47% of the company’s stock.
Rollins Price Performance
Shares of NYSE ROL opened at $52.85 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 $25.47 billion, a price-to-earnings ratio of 48.49, a price-to-earnings-growth ratio of 3.30 and a beta of 0.80. Rollins, Inc. has a twelve month low of $49.73 and a twelve month high of $66.14. The business has a 50 day simple moving average of $59.75 and a 200-day simple moving average of $59.02.
Rollins (NYSE:ROL – Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The business services provider reported $0.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.27 by ($0.02). The firm had revenue of $912.91 million for the quarter, compared to the consensus estimate of $925.08 million. Rollins had a return on equity of 38.16% and a net margin of 14.00%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.22 earnings per share. As a group, equities research analysts expect that Rollins, Inc. will post 1.09 earnings per share for the current year.
Rollins Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a $0.1825 dividend. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, February 25th. Rollins’s dividend payout ratio (DPR) is presently 66.97%.
More Rollins News
Here are the key news stories impacting Rollins this week:
- Positive Sentiment: Brokerage sentiment: a recent note reports Rollins, Inc. received a consensus recommendation of “Moderate Buy” from brokerages, which can support demand for the stock if investors follow analysts’ guidance. Rollins, Inc. (NYSE:ROL) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
- Neutral Sentiment: Sports & entertainment coverage referencing people named “Rollins” (NBA, WWE) — not related to Rollins, Inc.; unlikely to affect the company’s stock. Examples: Ryan Rollins scoring a career high and articles about Seth Rollins/WrestleMania. Bucks lose 130-99 to Trail Blazers, Ryan Rollins scores career high
- Neutral Sentiment: Additional sports/WWE items (player profiles, fan reaction, promotional stories) — entertainment coverage sharing the Rollins name but not tied to the pest-control company. Rollins is shooting 40 percent, the same accuracy as
- Neutral Sentiment: Politics/local promotion: a “Product of USA” promotion announced by a person named Rollins at an Ag Day rally — unlikely to affect Rollins, Inc.’s financials. Rollins announces ‘Product of USA’ promotion at partisan Ag Day rally
- Neutral Sentiment: Coverage of Ryan Rollins’ NBA emergence and human-interest pieces about that player — no material impact on Rollins, Inc. Ryan Rollins’ Emergence Brings Bucks Fans Hope
- Neutral Sentiment: Bloomberg note quoting a public official named Rollins on biofuels rule timing — appears policy-related and not directly tied to Rollins, Inc.’s pest-control business. US Moving at ‘Warp Speed’ to Finish Biofuels Rules, Rollins Says
- Negative Sentiment: Earnings/technical pressure: Rollins missed Q4 EPS ($0.25 vs. $0.27 est.) and reported revenue below estimates ($912.9M vs. $925.1M), though revenue rose ~9.7% year‑over‑year. The stock trades below both its 50‑day ($59.75) and 200‑day ($59.02) moving averages, and valuation is elevated (P/E ~48.5). These factors help explain downward pressure on the share price as investors weigh growth vs. high valuation and the recent earnings miss.
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.
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