Rollins Inc. (ROL) Releases Q1 2026 Earnings: Revenue Up, EPS Flat, Cash Down

Rollins Inc. (ROL) reported first-quarter 2026 results showing revenue growth alongside mixed cash-flow and balance-sheet trends.

Key income statement highlights:

Total revenue: $906.4 million (+10.2% year-over-year)

Gross profit: $460.9 million (+9.1% year-over-year)

Cost of sales: $445.5 million (+11.3% year-over-year)

Operating profit: $145.5 million (+2.0% year-over-year)

Net income attributable to common shareholders: $107.8 million (+2.5% year-over-year); diluted earnings per share: $0.22 (flat year-over-year)

Balance sheet and cash-flow highlights:

Cash from operating activities: $118.4 million (-19.4% year-over-year)

Capital expenditures: $7.1 million (+5.3% year-over-year)

Cash and cash equivalents: $116.5 million (-42.1% year-over-year)

Total liabilities: $1.78 billion (+11.7% year-over-year)

The quarter reflects solid top-line growth and stable profitability, while weaker cash generation and a notably lower cash balance may merit investor attention going forward.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Rollins Inc. Insider Trading Activity

Rollins Inc. insiders have traded $ROL stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $ROL stock by insiders over the last 6 months:

W. ROLLINS VOTING TRUST U/A DATED SEPTEMBER 14, 1994 GARY has made 0 purchases and 2 sales selling 20,000,000 shares for an estimated $1,138,600,000.
RANDALL ROLLINS VOTING TRUST U/A DATED AUGUST 25, 1994 R. has made 0 purchases and 2 sales selling 20,000,000 shares for an estimated $1,138,600,000.
INC LOR sold 19,297,383 shares for an estimated $1,098,600,014
GARY W ROLLINS (EXECUTIVE CHAIRMAN EMERITUS) has made 0 purchases and 2 sales selling 29,449 shares for an estimated $1,858,491.
ELIZABETH B CHANDLER (CLO, GC, CORPORATE SECRETARY) has made 0 purchases and 3 sales selling 17,681 shares for an estimated $1,062,544.
JOHN F WILSON (EXECUTIVE CHAIRMAN) has made 0 purchases and 3 sales selling 14,402 shares for an estimated $902,905.
THOMAS D TESH (Chief Admin. Officer) has made 0 purchases and 5 sales selling 8,397 shares for an estimated $501,781.
JERRY JR. GAHLHOFF (PRESIDENT & CEO) has made 0 purchases and 2 sales selling 5,817 shares for an estimated $367,421.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Rollins Inc. Hedge Fund Activity

We have seen 447 institutional investors add shares of Rollins Inc. stock to their portfolio, and 347 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 10,323,367 shares (+3144.9%) to their portfolio in Q4 2025, for an estimated $619,608,487
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,338,153 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $320,395,943
APG ASSET MANAGEMENT N.V. removed 2,030,654 shares (-27.8%) from their portfolio in Q4 2025, for an estimated $121,879,853
MACQUARIE GROUP LTD removed 1,987,826 shares (-98.4%) from their portfolio in Q4 2025, for an estimated $119,309,316
PICTET ASSET MANAGEMENT HOLDING SA added 1,899,515 shares (+188.2%) to their portfolio in Q1 2026, for an estimated $101,453,096
MONTRUSCO BOLTON INVESTMENTS INC. removed 1,783,090 shares (-49.0%) from their portfolio in Q4 2025, for an estimated $107,021,061
VANGUARD GROUP INC added 1,562,241 shares (+4.3%) to their portfolio in Q4 2025, for an estimated $93,765,704

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Rollins Inc. Congressional Stock Trading

Members of Congress have traded $ROL stock 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ROL stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 4 purchases worth up to $95,000 on 03/31, 02/20, 02/18, 02/13 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Rollins Inc. Analyst Ratings

Wall Street analysts have issued reports on $ROL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 12/17/2025
Wells Fargo issued a "Overweight" rating on 10/28/2025

To track analyst ratings and price targets for Rollins Inc., check out Quiver Quantitative's $ROL forecast page.

Rollins Inc. Price Targets

Multiple analysts have issued price targets for $ROL recently. We have seen 8 analysts offer price targets for $ROL in the last 6 months, with a median target of $62.5.

Here are some recent targets:

Anthony Chukumba from Loop Capital set a target price of $56.0 on 04/13/2026
Joshua Chan from UBS set a target price of $58.0 on 04/10/2026
Brian McNamara from Canaccord Genuity set a target price of $52.0 on 02/13/2026
Jason Haas from Wells Fargo set a target price of $56.0 on 02/12/2026
Ashish Sabadra from RBC Capital set a target price of $67.0 on 02/12/2026
Toni Kaplan from Morgan Stanley set a target price of $72.0 on 12/17/2025
Manav Patnaik from Barclays set a target price of $72.0 on 12/05/2025