KLP Kapitalforvaltning AS Acquires 32,400 Shares of Rollins, Inc. $ROL

KLP Kapitalforvaltning AS boosted its holdings in shares of Rollins, Inc. (NYSE:ROL) by 18.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 212,025 shares of the business services provider’s stock after purchasing an additional 32,400 shares during the quarter. KLP Kapitalforvaltning AS’s holdings in Rollins were worth $12,726,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Board of the Pension Protection Fund bought a new stake in Rollins during the 4th quarter valued at approximately $30,000. Root Financial Partners LLC bought a new stake in Rollins during the 3rd quarter valued at approximately $31,000. TruNorth Capital Management LLC bought a new stake in Rollins during the 3rd quarter valued at approximately $45,000. First Horizon Corp bought a new stake in shares of Rollins in the 3rd quarter worth approximately $47,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of Rollins in the 2nd quarter worth approximately $47,000. Institutional investors own 51.79% of the company’s stock.

Insiders Place Their Bets

In other news, insider Elizabeth B. Chandler sold 14,201 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $59.36, for a total value of $842,971.36. Following the completion of the transaction, the insider directly owned 55,977 shares of the company’s stock, valued at approximately $3,322,794.72. This represents a 20.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Chairman Gary W. Rollins sold 19,094 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $63.26, for a total value of $1,207,886.44. Following the completion of the transaction, the chairman directly owned 5,322,469 shares of the company’s stock, valued at approximately $336,699,388.94. The trade was a 0.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 67,039 shares of company stock worth $4,177,480 in the last 90 days. 5.77% of the stock is owned by corporate insiders.

Rollins Price Performance

Shares of ROL stock opened at $56.96 on Friday. The stock has a 50 day moving average of $56.17 and a two-hundred day moving average of $58.66. The company has a current ratio of 0.60, a quick ratio of 0.55 and a debt-to-equity ratio of 0.35. Rollins, Inc. has a 12 month low of $51.77 and a 12 month high of $66.14. The company has a market capitalization of $27.45 billion, a P/E ratio of 52.25, a P/E/G ratio of 3.41 and a beta of 0.84.

Rollins (NYSE:ROL) last issued its earnings results on Wednesday, April 22nd. The business services provider reported $0.24 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.24. Rollins had a return on equity of 37.91% and a net margin of 13.77%.The business had revenue of $906.42 million during the quarter, compared to analysts’ expectations of $895.17 million. During the same period in the prior year, the firm posted $0.22 EPS. Rollins’s quarterly revenue was up 10.2% compared to the same quarter last year. As a group, equities analysts expect that Rollins, Inc. will post 1.24 EPS for the current year.

Rollins Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 11th will be issued a $0.1825 dividend. The ex-dividend date of this dividend is Monday, May 11th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.3%. Rollins’s dividend payout ratio is presently 66.97%.

Key Headlines Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Revenue beat and solid organic growth — Q1 revenue was $906M, up 10.2% year‑over‑year, with organic revenue +6.6% and management citing a strong acceleration of demand in March, signaling improving end‑market momentum. ROLLINS, INC. REPORTS FIRST QUARTER 2026 FINANCIAL RESULTS
• Positive Sentiment: Segment strength — residential, commercial and termite services all contributed to year‑over‑year revenue gains, supporting margin resilience and the company’s return on equity. Rollins’ Q1 Earnings Match Estimates, Increase Year Over Year
• Positive Sentiment: Dividend maintained — board declared a regular quarterly cash dividend of $0.1825 per share (payable June 10; record May 11), which supports income investors and signals confidence in cash flow. ROLLINS, INC. ANNOUNCES REGULAR QUARTERLY CASH DIVIDEND
• Neutral Sentiment: EPS in line with expectations — Q1 EPS was $0.24, matching consensus (and up from $0.22 a year ago). Meeting estimates reduces downside surprise risk but is not a catalyst for a strong re‑rating on its own. Rollins (ROL) Q1 Earnings Match Estimates
• Neutral Sentiment: Earnings materials available — the earnings call transcript and slide deck were posted, providing detail for investors to parse seasonal trends, pricing, and cost dynamics. Rollins, Inc. (ROL) Q1 2026 Earnings Call Transcript Rollins, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Government engagement — company representatives informed lawmakers about USDA reorganization and use of tariff funds to offset fertilizer costs, which could affect operating costs for certain service lines but is not an immediate earnings driver. Rollins tells lawmakers: USDA reorganization ‘underway’
• Negative Sentiment: Valuation and technicals may temper upside — shares still trade below the 200‑day moving average and the stock’s P/E is elevated vs. broader market, which could limit near‑term rallies absent guidance lift or continued upside to organic growth. (Background data: P/E ~52; 200‑day MA higher than current price.)

Wall Street Analysts Forecast Growth

A number of analysts have commented on ROL shares. Wells Fargo & Company set a $56.00 price objective on Rollins and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. UBS Group set a $58.00 price objective on Rollins and gave the stock a “neutral” rating in a research report on Friday, April 10th. The Goldman Sachs Group reiterated a “buy” rating and issued a $67.00 price objective on shares of Rollins in a research report on Thursday. Bank of America started coverage on Rollins in a research report on Tuesday, February 17th. They issued a “buy” rating and a $67.00 price objective for the company. Finally, Morgan Stanley set a $70.00 price objective on Rollins in a research report on Friday, February 13th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Rollins presently has a consensus rating of “Moderate Buy” and an average target price of $65.07.

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.