Tudor Investment Corp ET AL Grows Stake in Rollins, Inc. $ROL

Key Points

• Tudor Investment Corp boosted its stake in Rollins by 379.6% to 65,134 shares (~$3.83M) in Q3, and other institutions (including Jefferies and Federated Hermes) also added shares, leaving institutional ownership at about 51.79%.
• Insiders sold shares recently — CEO Jerry Jr. Gahlhoff sold 4,510 shares and Thomas D. Tesh sold 887, with insiders disposing of 67,039 shares (~$4.18M) in the last quarter; insiders now hold roughly 5.77% of the stock.
• Rollins missed quarterly EPS ($0.25 vs. $0.27 expected) and reported revenue slightly below estimates, while it pays a $0.73 annualized dividend (1.3% yield) and carries a consensus analyst rating of "Moderate Buy" with a $66.08 target.

Tudor Investment Corp ET AL increased its holdings in shares of Rollins, Inc. (NYSE:ROL - Free Report) by 379.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 65,134 shares of the business services provider's stock after purchasing an additional 51,552 shares during the quarter. Tudor Investment Corp ET AL's holdings in Rollins were worth $3,826,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mirabella Financial Services LLP bought a new position in Rollins during the third quarter valued at approximately $1,739,000. Jefferies Financial Group Inc. boosted its stake in Rollins by 607.7% during 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 buying an additional 68,647 shares during the last quarter. Federated Hermes Inc. boosted its stake in Rollins by 40.9% during 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 buying an additional 315,456 shares during the last quarter. National Pension Service boosted its stake in Rollins by 353.2% during the third quarter. National Pension Service now owns 21,519 shares of the business services provider's stock valued at $1,264,000 after buying an additional 16,771 shares during the last quarter. Finally, Dakota Wealth Management boosted its stake in Rollins by 19.2% during the third quarter. Dakota Wealth Management now owns 166,882 shares of the business services provider's stock valued at $9,803,000 after buying an additional 26,867 shares during the last quarter. 51.79% of the stock is owned by institutional investors.

Insider Transactions at Rollins

In other news, insider Thomas D. Tesh sold 887 shares of Rollins 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 $56,111.62. Following the completion of the transaction, the insider owned 28,344 shares in the company, valued at approximately $1,793,041.44. The trade was a 3.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jerry Jr. Gahlhoff sold 4,510 shares of Rollins 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 $285,302.60. Following the completion of the transaction, the chief executive officer 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 position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 67,039 shares of company stock worth $4,177,480. 5.77% of the stock is currently owned by corporate insiders.

Rollins Price Performance

Shares of Rollins stock opened at $55.78 on Friday. The stock has a market cap of $26.88 billion, a price-to-earnings ratio of 51.17, a price-to-earnings-growth ratio of 3.37 and a beta of 0.84. 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 stock has a 50 day moving average price of $57.90 and a 200-day moving average price of $58.83. Rollins, Inc. has a one year low of $51.77 and a one year high of $66.14.

Rollins (NYSE:ROL - Get Free Report) last announced its earnings results on Wednesday, February 11th. The business services provider reported $0.25 EPS for the quarter, missing analysts' consensus estimates of $0.27 by ($0.02). The company had revenue of $912.91 million during the quarter, compared to analysts' expectations of $925.08 million. Rollins had a return on equity of 38.16% and a net margin of 14.00%.Rollins's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.22 EPS. Equities analysts expect that Rollins, Inc. will post 1.09 EPS for the current year.

Rollins Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were issued a $0.1825 dividend. The ex-dividend date was Wednesday, February 25th. This represents a $0.73 dividend on an annualized basis and a dividend yield of 1.3%. Rollins's payout ratio is 66.97%.

Analyst Ratings Changes

A number of equities analysts recently commented on ROL shares. Royal Bank Of Canada set a $67.00 price target on Rollins and gave the company an "outperform" rating in a research note on Thursday, February 12th. Canaccord Genuity Group set a $52.00 price target on Rollins and gave the company a "hold" rating in a research note on Friday, February 13th. Weiss Ratings reissued a "buy (b)" rating on shares of Rollins in a research note on Monday, December 29th. Wells Fargo & Company set a $56.00 price target on Rollins and gave the company an "equal weight" rating in a research note on Thursday, February 12th. Finally, UBS Group set a $65.00 price objective on Rollins in a research note on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $66.08.

Rollins News Summary

Here are the key news stories impacting Rollins this week:

• Neutral Sentiment: Son of U.S. Agriculture Secretary Brooke Rollins was named Texas A&M head yell leader — human interest/local sports announcement; no link to Rollins, Inc. Read More.
• Neutral Sentiment: Rachael Rollins filed papers and is reported to be running again for Suffolk County DA after previously resigning from a federal post amid an ethics probe — local/political news about a person named Rollins, not the company. Read More.
• Neutral Sentiment: Multiple outlets report Rachael Rollins’ campaign filing and coverage of her past ethics issues as she seeks a comeback for Suffolk DA — political/legal coverage unrelated to ROL. Read More.
• Neutral Sentiment: Additional reports on Rachael Rollins’ candidacy and press coverage of her past resignation and ethics probe; local political story with no connection to Rollins, Inc. Read More.
• Neutral Sentiment: Seth Rollins (WWE) describes how his WrestleMania match with GUNTHER came together — entertainment/sports content unrelated to the company. Read More.
• Neutral Sentiment: Jimmy Rollins (baseball figure) offers a World Series prediction — sports commentary not connected to Rollins, Inc. Read More.
• Neutral Sentiment: Rollins College welcomed into the Association of Schools and Programs of Public Health — higher‑education news about an institution named Rollins, no impact on ROL. Read More.
• Neutral Sentiment: Exhibition at the Rollins Museum of Art highlighted in a local piece — arts/culture item tied to the museum name, not the company. Read More.
• Neutral Sentiment: Profile on NBA player Ryan Rollins tracing his rise to the league — sports feature with no corporate relevance to Rollins, Inc. Read More.
• Neutral Sentiment: Further local coverage repeating that Rachael Rollins officially joined the Suffolk DA race — duplicate/confirming political coverage; not material to ROL. Read More.

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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