Rollins Inc. (NYSE: ROL) reported an insider transaction filed in a Form 4 with the Securities and Exchange Commission showing that Jerry Gahlhoff Jr., the company’s President and CEO, sold 4,510 shares of common stock on January 26, 2026. The shares were transacted at $63.26 each, for total gross proceeds of $285,302.
According to the filing, the sale was executed to satisfy tax withholding obligations associated with the vesting of restricted stock. Following this disposition, Gahlhoff directly holds 328,386 shares of Rollins common stock, a figure that includes both restricted and unrestricted shares. He additionally retains an indirect interest in 1,583 shares through a 401(k) plan.
In a separate corporate update, Rollins has declared its regular quarterly cash dividend of $0.1825 per share. The dividend will be payable on March 10, 2026, to shareholders of record as of February 25, 2026.
Analyst coverage of Rollins ahead of the company’s fourth-quarter earnings release shows a range of views and revised targets:
- UBS raised its price target to $65 while maintaining a Neutral rating, citing a balanced risk/reward profile.
- RBC Capital lifted its price target to $70 and carries an Outperform rating, anticipating steady growth in both residential and commercial services.
- Morgan Stanley upgraded Rollins from Equalweight to Overweight and set a price target of $72, pointing to strong growth and resilient demand for pest services.
- Canaccord Genuity kept a Hold rating with a $55 price target following a meeting with Rollins management.
The filings and analyst notes together present varied expectations for Rollins’ near-term performance and growth trajectory. The insider sale described in the SEC filing reflects a tax-related liquidity event rather than an open-market liquidation tied to the CEO’s changing ownership position.
Given the specific details disclosed in the Form 4 and the array of analyst updates, market participants have concrete items to weigh: the CEO’s retained ownership, the company’s dividend timetable, and divergent broker views going into the quarterly report.