Rollins Inc. (NYSE: ROL) disclosed a sale of company shares by President and Chief Executive Officer Jerry Gahlhoff Jr. in a Form 4 filed with the Securities and Exchange Commission. On January 28, 2026, Gahlhoff sold 1,307 shares of common stock at $62.83 per share, for proceeds totaling $82,118.
Footnotes to the filing state that the shares were sold to cover tax withholding obligations arising from the vesting of restricted stock. After the transaction, Gahlhoff's direct holdings total 327,079 shares of Rollins common stock, a figure that encompasses both restricted and unrestricted shares. He additionally holds 1,583 shares indirectly through a 401(k) plan.
Rollins’ share price was trading at $62.92 at the time of the report, positioned near its 52-week high of $63.84 and reflecting a market capitalization of roughly $30.3 billion. The company continues a long record of shareholder payouts, having paid dividends for 56 consecutive years and increased the dividend for 23 consecutive years.
On valuation metrics, the stock is trading at a price-to-earnings ratio of 59. That P/E level is characterized in InvestingPro analysis as suggestive of potential overvaluation. Investors looking for deeper, paid research on the company’s valuation and financials can consult the InvestingPro Pro Research Report, which is available through subscription.
Rollins has scheduled its next quarterly earnings release for February 11, 2026. In the interim, the company has declared a regular quarterly cash dividend of $0.1825 per share. The dividend is payable on March 10, 2026, to shareholders of record as of February 25, 2026.
Analysts have adjusted their price targets and ratings in recent coverage. UBS raised its price target on Rollins to $65.00 from $61.00 and maintained a Neutral rating, citing a balanced risk-reward profile ahead of the company’s fourth-quarter earnings. RBC Capital lifted its target to $70.00 from $62.00, kept an Outperform rating, and projected 7-8% revenue growth. Morgan Stanley upgraded the stock to Overweight and increased its price target to $72.00 from $58.00, describing Rollins as a "best-in-class business services stock." Canaccord Genuity retained a Hold rating and a $55.00 price target following meetings with company management. Together, these changes illustrate differing analyst perspectives on Rollins’ near-term outlook and valuation.
The sale by the CEO was limited in scale relative to his total holdings and was reported as a tax-related transaction tied to restricted-share vesting. The company’s upcoming earnings release and the range of analyst adjustments will likely be watched by investors for signals on revenue trends and earnings momentum.
Key points
- CEO Jerry Gahlhoff Jr. sold 1,307 shares on January 28, 2026, at $62.83 per share, netting $82,118.
- Sale was disclosed in an SEC Form 4 and noted as covering tax withholding related to restricted stock vesting; post-sale direct ownership is 327,079 shares, plus 1,583 shares indirectly via a 401(k).
- Rollins shares trade near a 52-week high of $63.84 with a market cap near $30.3 billion; the company maintains a long dividend record and a P/E of 59.
- Sectors impacted include business services and dividend-focused equity investors, as analyst updates and dividend declarations affect income and valuation considerations.
Risks and uncertainties
- Valuation risk: A P/E ratio of 59 may signal elevated valuation concerns, which could influence investor expectations in the business services sector.
- Earnings timing: Results due on February 11, 2026, introduce short-term uncertainty around revenue and earnings performance that could impact the stock and market sentiment.
- Analyst divergence: Differing analyst targets and ratings present uncertainty about the company’s near-term growth trajectory and appropriate valuation multiples for investors and markets.