Evergreen Capital Management LLC Takes $1.26 Million Position in Rollins, Inc. $ROL

Key Points

• Evergreen Capital bought 20,960 shares of Rollins (NYSE:ROL) in Q4, a new position valued at about $1.26 million; institutional investors now own 51.79% of the stock while corporate insiders sold 67,039 shares (~$4.18 million) in the last quarter and hold 5.77% overall.
• Rollins reported a Q1 revenue beat of $906.4 million (+10.2% YoY, organic +6.6%) with EPS of $0.24 in line with estimates, and the board declared a quarterly dividend of $0.1825 (annualized $0.73, ~1.3% yield).
• Despite improving fundamentals, the stock trades below its 200‑day moving average and carries an elevated P/E of about 52; analysts’ consensus is a “Moderate Buy” with a $65.07 price target.

Evergreen Capital Management LLC acquired a new stake in Rollins, Inc. (NYSE:ROL - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 20,960 shares of the business services provider's stock, valued at approximately $1,258,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Mirabella Financial Services LLP bought a new position in shares of Rollins in the third quarter valued at approximately $1,739,000. Jefferies Financial Group Inc. boosted its holdings in shares of Rollins by 607.7% in the third quarter. Jefferies Financial Group Inc. now owns 79,944 shares of the business services provider's stock valued at $4,696,000 after acquiring an additional 68,647 shares in the last quarter. National Pension Service boosted its holdings in shares of Rollins by 353.2% in the third quarter. National Pension Service now owns 21,519 shares of the business services provider's stock valued at $1,264,000 after acquiring an additional 16,771 shares in the last quarter. Federated Hermes Inc. boosted its holdings in shares of Rollins by 40.9% in the third quarter. Federated Hermes Inc. now owns 1,087,262 shares of the business services provider's stock valued at $63,866,000 after acquiring an additional 315,456 shares in the last quarter. Finally, Dakota Wealth Management boosted its holdings in shares of Rollins by 19.2% in the third quarter. Dakota Wealth Management now owns 166,882 shares of the business services provider's stock valued at $9,803,000 after acquiring an additional 26,867 shares in the last quarter. 51.79% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Chairman Gary W. Rollins sold 10,355 shares of the company's stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $62.83, for a total value of $650,604.65. Following the completion of the sale, the chairman owned 5,312,114 shares in the company, valued at approximately $333,760,122.62. This represents a 0.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman John F. Wilson sold 5,344 shares of the company's stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $62.83, for a total transaction of $335,763.52. Following the completion of the sale, the chairman owned 594,705 shares of the company's stock, valued at approximately $37,365,315.15. This trade represents a 0.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 67,039 shares of company stock worth $4,177,480 in the last quarter. Corporate insiders own 5.77% of the company's stock.

Rollins Stock Up 3.0%

Shares of NYSE:ROL opened at $56.96 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.55 and a current ratio of 0.60. The company has a market cap of $27.45 billion, a PE ratio of 52.25, a price-to-earnings-growth ratio of 3.41 and a beta of 0.84. Rollins, Inc. has a 52 week low of $51.77 and a 52 week high of $66.14. The firm has a 50 day simple moving average of $56.17 and a 200 day simple moving average of $58.66.

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

Rollins Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 11th will be given a $0.1825 dividend. This represents a $0.73 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, May 11th. Rollins's dividend payout ratio is 66.97%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on ROL shares. 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. Loop Capital assumed coverage on shares of Rollins in a report on Monday, April 13th. They set a "hold" rating and a $56.00 target price for the company. 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. Royal Bank Of Canada set a $67.00 target price on shares of Rollins and gave the stock an "outperform" rating in a report on Thursday, February 12th. Finally, The Goldman Sachs Group restated a "buy" rating and set a $67.00 target price on shares of Rollins in a report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating and five 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 $65.07.

Key Stories 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.)

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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