NEOS Investment Management LLC Raises Stock Holdings in Rollins, Inc. $ROL

NEOS Investment Management LLC lifted its holdings in Rollins, Inc. (NYSE:ROL) by 51.4% during the third quarter, Holdings Channel reports. The institutional investor owned 26,132 shares of the business services provider’s stock after acquiring an additional 8,870 shares during the quarter. NEOS Investment Management LLC’s holdings in Rollins were worth $1,535,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Thrive Wealth Management LLC increased its stake in shares of Rollins by 2.7% during the third quarter. Thrive Wealth Management LLC now owns 6,473 shares of the business services provider’s stock valued at $380,000 after purchasing an additional 172 shares in the last quarter. Fifth Third Bancorp boosted its position in shares of Rollins by 1.2% in the 3rd quarter. Fifth Third Bancorp now owns 18,874 shares of the business services provider’s stock worth $1,109,000 after purchasing an additional 222 shares in the last quarter. Wealth Alliance LLC grew its stake in shares of Rollins by 2.1% in the 2nd quarter. Wealth Alliance LLC now owns 10,687 shares of the business services provider’s stock worth $603,000 after buying an additional 223 shares during the last quarter. World Investment Advisors raised its position in shares of Rollins by 5.1% in the 3rd quarter. World Investment Advisors now owns 4,705 shares of the business services provider’s stock worth $276,000 after purchasing an additional 229 shares during the last quarter. Finally, Inspire Investing LLC grew its holdings in shares of Rollins by 4.7% during the third quarter. Inspire Investing LLC now owns 5,254 shares of the business services provider’s stock valued at $309,000 after buying an additional 234 shares during the last quarter. 51.79% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ROL. UBS Group set a $65.00 price target on Rollins in a report on Wednesday, January 21st. Wells Fargo & Company set a $56.00 target price on shares of Rollins and gave the stock an “equal weight” rating in a report on Thursday, February 12th. Weiss Ratings restated a “buy (b)” rating on shares of Rollins in a research note on Monday, December 29th. Morgan Stanley set a $70.00 price target on shares of Rollins in a research report on Friday, February 13th. Finally, 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. 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $66.08.

Insider Buying and Selling at Rollins

In other Rollins news, insider Thomas D. Tesh sold 2,396 shares of Rollins stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $60.06, for a total value of $143,903.76. Following the sale, the insider owned 29,231 shares of the company’s stock, valued at $1,755,613.86. The trade was a 7.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Jerry Jr. Gahlhoff sold 4,510 shares of the firm’s stock in a transaction on Monday, January 26th. The shares were 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 approximately $20,773,698.36. This trade represents a 1.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 59,150 shares of company stock worth $3,711,814 over the last three months. 4.47% of the stock is owned by company insiders.

Key Stories Impacting Rollins

Here are the key news stories impacting Rollins this week:

• Positive Sentiment: Bank of America initiated coverage of ROL, bringing fresh analyst attention and potentially expanding institutional interest — initiation often helps liquidity and can re‑rate a mid/large cap stock. Rollins (NYSE:ROL) Coverage Initiated at Bank of America
• Positive Sentiment: Conestoga Capital Advisors lists Rollins as a core holding in its Q4 2025 investor letter — an endorsement from an active mid‑cap manager that may signal conviction among growth‑oriented investors. The mention can attract allocators who track leading active portfolios. What Makes Rollins (ROL) Conestoga Capital Advisors’ Core Holding
• Neutral Sentiment: Multiple consumer/sports outlets are publishing stories about WWE wrestler Seth Rollins (same surname) — these entertainment headlines are unrelated to Rollins, Inc.’s pest‑control business and are unlikely to affect ROL’s fundamentals or stock performance. Example: Seth Rollins Nearly Signed With TNA After WWE Went Silent On Contract Talks
• Negative Sentiment: Rollins reported Q4 results on Feb. 11 that missed consensus: $0.25 EPS vs. $0.27 expected and revenue of $912.9M vs. ~$925M expected. While revenue grew ~9.7% year‑over‑year, the EPS and revenue shortfall (plus still‑elevated valuation metrics like a high P/E) present near‑term downside risk until guidance/operating leverage improves.

Rollins Stock Performance

NYSE:ROL opened at $61.34 on Friday. The stock has a 50-day moving average price of $61.51 and a 200 day moving average price of $59.13. 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 $49.73 and a 12-month high of $66.14. The stock has a market capitalization of $29.51 billion, a P/E ratio of 56.28, a P/E/G ratio of 3.76 and a beta of 0.78.

Rollins (NYSE:ROL) last released 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 company had revenue of $912.91 million for the quarter, compared to the consensus estimate of $925.08 million. Rollins had a net margin of 14.00% and a return on equity of 38.16%. The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.22 EPS. Equities research analysts forecast that Rollins, Inc. will post 1.09 EPS for the current fiscal year.

Rollins Dividend Announcement

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

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.