KLP Kapitalforvaltning AS Has $12.73 Million Holdings in Rollins, Inc. $ROL

Key Points

• KLP Kapitalforvaltning AS raised its stake in Rollins by 18% to 212,025 shares, worth about $12.73 million at the end of the quarter.
• Q1 results showed revenue of $906.4M (+10.2% YoY) with EPS of $0.24 in line with estimates, and the board maintained a quarterly dividend of $0.1825, signaling improving organic demand.
• Insiders sold 67,039 shares (~$4.18M) in the past 90 days and the stock trades below its 200‑day moving average with a high P/E (~52), which could limit near‑term upside despite a "Moderate Buy" analyst consensus and ~$65 average target.

KLP Kapitalforvaltning AS grew its position in Rollins, Inc. (NYSE:ROL - Free Report) by 18.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 212,025 shares of the business services provider's stock after purchasing an additional 32,400 shares during the period. KLP Kapitalforvaltning AS's holdings in Rollins were worth $12,726,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Fifth Third Bancorp increased its position in 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 during the last quarter. World Investment Advisors increased its position in 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. Inspire Investing LLC increased its position in Rollins by 4.7% in the 3rd quarter. Inspire Investing LLC now owns 5,254 shares of the business services provider's stock worth $309,000 after purchasing an additional 234 shares during the last quarter. Keel Point LLC increased its position in Rollins by 5.4% in the 2nd quarter. Keel Point LLC now owns 4,646 shares of the business services provider's stock worth $262,000 after purchasing an additional 238 shares during the last quarter. Finally, Brown Brothers Harriman & Co. increased its position in Rollins by 3.4% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 7,242 shares of the business services provider's stock worth $425,000 after purchasing an additional 238 shares during the last quarter. 51.79% of the stock is owned by institutional investors and hedge funds.

More Rollins News

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.)

Insider Activity

In related news, CEO Jerry Jr. Gahlhoff sold 1,307 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $62.83, for a total transaction of $82,118.81. Following the completion of the sale, the chief executive officer owned 327,079 shares in the company, valued at $20,550,373.57. This represents a 0.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Elizabeth B. Chandler sold 14,201 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $59.36, for a total value of $842,971.36. Following the sale, the insider owned 55,977 shares of the company's stock, valued at approximately $3,322,794.72. The trade was a 20.24% 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 over the last 90 days. Company insiders own 5.77% of the company's stock.

Wall Street Analysts Forecast Growth

ROL has been the topic of several research reports. Royal Bank Of Canada set a $67.00 target price on Rollins and gave the stock an "outperform" rating in a research report on Thursday, February 12th. Weiss Ratings reissued a "buy (b)" rating on shares of Rollins in a report on Monday, December 29th. Loop Capital started coverage on Rollins in a report on Monday, April 13th. They set a "hold" rating and a $56.00 price objective on the stock. Wells Fargo & Company set a $56.00 price objective on Rollins and gave the company an "equal weight" rating in a report on Thursday, February 12th. Finally, Bank of America started coverage on Rollins in a report on Tuesday, February 17th. They set a "buy" rating and a $67.00 price objective on the stock. Eleven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $65.07.

Rollins Stock Performance

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 firm has a market cap of $27.45 billion, a price-to-earnings ratio of 52.25, a P/E/G ratio of 3.41 and a beta of 0.84. The business's 50-day simple moving average is $56.17 and its 200-day simple moving average is $58.66. Rollins, Inc. has a 52 week low of $51.77 and a 52 week high of $66.14.

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

Rollins Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Monday, May 11th will be paid a dividend of $0.1825 per share. The ex-dividend date is Monday, May 11th. This represents a $0.73 annualized dividend and a yield of 1.3%. 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.

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