Goldman Sachs Group Inc. Raises Stock Position in Rollins, Inc. $ROL

Goldman Sachs Group Inc. lifted its stake in shares of Rollins, Inc. (NYSE:ROL) by 36.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,735,244 shares of the business services provider’s stock after acquiring an additional 726,017 shares during the quarter. Goldman Sachs Group Inc.’s holdings in Rollins were worth $164,169,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of ROL. Norges Bank purchased a new position in shares of Rollins during the fourth quarter worth approximately $244,669,000. Vanguard Group Inc. increased its position in shares of Rollins by 4.3% during the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock worth $2,297,717,000 after acquiring an additional 1,562,241 shares during the period. Bessemer Group Inc. increased its position in shares of Rollins by 11,772.1% during the fourth quarter. Bessemer Group Inc. now owns 1,084,398 shares of the business services provider’s stock worth $65,086,000 after acquiring an additional 1,075,264 shares during the period. Select Equity Group L.P. increased its position in shares of Rollins by 149.6% during the second quarter. Select Equity Group L.P. now owns 1,265,543 shares of the business services provider’s stock worth $71,402,000 after acquiring an additional 758,462 shares during the period. Finally, Pictet Asset Management Holding SA increased its position in shares of Rollins by 194.5% during the fourth quarter. Pictet Asset Management Holding SA now owns 1,009,303 shares of the business services provider’s stock worth $60,592,000 after acquiring an additional 666,626 shares during the period. 51.79% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ROL. Rothschild & Co Redburn set a $66.00 target price on shares of Rollins and gave the stock a “buy” rating in a research report on Monday, April 27th. Royal Bank Of Canada set a $67.00 target price on shares of Rollins and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Wells Fargo & Company cut their price objective on shares of Rollins from $58.00 to $55.00 and set an “equal weight” rating on the stock in a report on Friday, May 15th. Canaccord Genuity Group set a $51.00 price objective on shares of Rollins and gave the company a “hold” rating in a report on Friday, April 24th. Finally, Weiss Ratings lowered shares of Rollins from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $64.00.

Rollins Stock Performance

Shares of ROL stock opened at $47.18 on Monday. The firm has a market cap of $22.72 billion, a price-to-earnings ratio of 43.29, a PEG ratio of 2.90 and a beta of 0.73. The company’s 50 day moving average is $53.11 and its 200 day moving average is $57.64. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 0.35. Rollins, Inc. has a 52-week low of $44.43 and a 52-week high of $66.14.

Rollins (NYSE:ROL) last issued its quarterly earnings data on Wednesday, April 22nd. The business services provider reported $0.24 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.24. The company had revenue of $906.42 million for the quarter, compared to analyst estimates of $895.17 million. Rollins had a net margin of 13.77% and a return on equity of 38.37%. Rollins’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the company posted $0.22 earnings per share. On average, sell-side analysts anticipate that Rollins, Inc. will post 1.24 EPS for the current fiscal year.

Rollins Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Monday, May 11th will be paid a $0.1825 dividend. This represents a $0.73 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, May 11th. Rollins’s dividend payout ratio (DPR) is 66.97%.

More Rollins News

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: One analysis said investors should hold Rollins (ROL) because the company still has growth drivers in place, including steady acquisitions, technology upgrades, and rising dividends. Article: Here’s Why Investors Should Hold ROL Stock in Their Portfolios Now
• Positive Sentiment: Rollins was also highlighted by one outlet as an oversold dividend-growth stock, suggesting some investors see value after the pullback. Article: Rollins (ROL) – Among the 10 Oversold Dividend Growth Stocks to Buy
• Neutral Sentiment: Rollins presented at a Baird conference, which may have helped keep the company in front of institutional investors, but no major new financial catalyst was disclosed. Article: Rollins, Inc. (ROL) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript
• Negative Sentiment: Bernstein downgraded Rollins (ROL) to Market Perform from Outperform and cut its price target to $52 from $70, citing concerns tied to the CFO’s resignation. Article: Rollins (ROL) – Among the 10 Oversold Dividend Growth Stocks to Buy
• Negative Sentiment: The broader backdrop also includes margin pressure and higher interest costs, which could weigh on profitability even as revenue trends remain solid. Article: Here’s Why Investors Should Hold ROL Stock in Their Portfolios Now

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.