Rollins Inc. (ROL) Stock Falls on Q4 2025 Earnings

Rollins Inc. (ROL) reported fourth-quarter 2025 results. Key figures include:

Revenue: $912.9 million (up 9.7% year-over-year)

Gross profit: $465.4 million (up 9.1% year-over-year)

Operating profit: $160.1 million (up 6.3% year-over-year)

Net income attributable to common shareholders: $116.4 million (up 10.2% year-over-year)

Diluted earnings per share: $0.24 (up 9.1% year-over-year)

Results versus expectations:

Reported revenue of $912.9 million missed the consensus estimate of $936.0 million, a shortfall of about $23.1 million.

Reported diluted EPS of $0.24 came in below the estimate of roughly $0.27, a gap of about $0.03 per share.

Cash flow and balance sheet highlights:

Cash from operating activities: $164.7 million (down 12.4% year-over-year)

Cash and cash equivalents: $100.0 million (up 11.6% year-over-year)

Purchases of property, plant and equipment (capital spending): $5.7 million (up 36.9% year-over-year)

Total liabilities: $1.77 billion (up 18.6% year-over-year)

Margins and cost trends:

Gross margin was roughly 51.0%; operating margin about 17.5%; net margin about 12.8%.

Cost of sales increased faster than revenue, rising 10.4% year-over-year, which contributed to modest margin pressure.

Market reaction: shares were down 4.07% since market close following the release.

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.
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 6 sales selling 9,397 shares for an estimated $558,911.
JERRY JR. GAHLHOFF (PRESIDENT & CEO) has made 0 purchases and 2 sales selling 5,817 shares for an estimated $367,421.
ELIZABETH B CHANDLER (CLO, GC, CORPORATE SECRETARY) has made 0 purchases and 2 sales selling 3,480 shares for an estimated $219,573.

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

Rollins Inc. Hedge Fund Activity

We have seen 450 institutional investors add shares of Rollins Inc. stock to their portfolio, and 342 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
AMF TJANSTEPENSION AB added 1,507,401 shares (+72.7%) to their portfolio in Q4 2025, for an estimated $90,474,208
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,455,001 shares (+66.1%) to their portfolio in Q3 2025, for an estimated $85,466,758
USS INVESTMENT MANAGEMENT LTD added 1,364,481 shares (+2298.7%) to their portfolio in Q3 2025, for an estimated $80,149,613
APG ASSET MANAGEMENT N.V. removed 1,331,827 shares (-15.4%) from their portfolio in Q3 2025, for an estimated $78,231,517
BESSEMER GROUP INC added 1,075,264 shares (+11772.1%) to their portfolio in Q4 2025, for an estimated $64,537,345

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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

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

REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/25 and 1 sale worth up to $15,000 on 10/14.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.

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 3 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
JP Morgan issued a "Overweight" rating on 09/26/2025

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 7 analysts offer price targets for $ROL in the last 6 months, with a median target of $70.0.

Here are some recent targets:

Joshua Chan from UBS set a target price of $65.0 on 01/21/2026
Jason Haas from Wells Fargo set a target price of $68.0 on 01/14/2026
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
Connor Cerniglia from Bernstein set a target price of $70.0 on 11/12/2025
Brian McNamara from Canaccord Genuity set a target price of $55.0 on 10/31/2025
Tomohiko Sano from JP Morgan set a target price of $70.0 on 09/26/2025