Rollins shares fall as company discloses CFO transition

Rollins, Inc. (ROL) is down 3.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most identifiable catalyst is a newly disclosed finance leadership change, with Rollins naming a new CFO and noting the resignation of its current CFO. Even when framed as an orderly transition, CFO turnover can create near-term uncertainty for investors around reporting, capital allocation, and execution.

Details:

Rollins disclosed that its board approved the appointment of William Harkins (currently Chief Accounting Officer) as Executive Vice President and Chief Financial Officer, effective June 15, 2026.

The filing stated that current CFO Kenneth Krause resigned on May 26, 2026 to pursue another opportunity, effective June 15, 2026, and that the resignation did not involve disagreements with the company.

Rollins also disclosed transition arrangements, including Mr. Krause providing advisory services through Sept. 30, 2026 and the existence of a separation and transition agreement filed as an exhibit.

Sources:

SEC, Rollins Investor Relations, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ROL Insider Trading Activity

$ROL insiders have traded $ROL stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

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

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.
JERRY JR. GAHLHOFF (PRESIDENT & CEO) has made 0 purchases and 2 sales selling 5,817 shares for an estimated $367,421.
THOMAS D TESH (Chief Admin. Officer) has made 0 purchases and 4 sales selling 6,002 shares for an estimated $363,422.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ROL Hedge Fund Activity

We have seen 385 institutional investors add shares of $ROL stock to their portfolio, and 504 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SELECT EQUITY GROUP, L.P. added 3,272,441 shares (+218.9%) to their portfolio in Q1 2026, for an estimated $174,781,073
POLEN CAPITAL MANAGEMENT LLC added 2,177,678 shares (+inf%) to their portfolio in Q1 2026, for an estimated $116,309,781
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 1,857,978 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $99,234,604
MORGAN STANLEY added 1,819,200 shares (+49.9%) to their portfolio in Q1 2026, for an estimated $97,163,472
NEUBERGER BERMAN GROUP LLC removed 1,644,785 shares (-93.3%) from their portfolio in Q1 2026, for an estimated $87,847,966
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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ROL 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. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ROL Analyst Ratings

Wall Street analysts have issued reports on $ROL in the last several months. We have seen 1 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

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

$ROL 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 $58.5.

Here are some recent targets:

Connor Cerniglia from Bernstein set a target price of $52.0 on 05/29/2026
Jason Haas from Wells Fargo set a target price of $55.0 on 05/15/2026
Joshua Chan from UBS set a target price of $61.0 on 04/24/2026
Brian McNamara from Canaccord Genuity set a target price of $51.0 on 04/24/2026
Anthony Chukumba from Loop Capital set a target price of $56.0 on 04/13/2026
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

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.