Gary W. Rollins, Executive Chairman Emeritus of pest-control provider Rollins Inc (NYSE: ROL), disposed of 19,094 shares of the company’s common stock on January 26, 2026. The shares were sold at $63.26 apiece, yielding proceeds of $1,207,886. The transaction was disclosed on a Form 4 and was executed to meet tax-withholding obligations arising from the vesting of restricted stock.
After the sale, Rollins’ direct holdings in the company stand at 5,322,469 shares of common stock, a total that includes both restricted and unrestricted shares. In addition to direct ownership, he holds 25,372 shares indirectly through his spouse and 22,140 shares through a 401(k) plan. Another 609 shares are held under a Dividend Reinvestment Plan.
Rollins shares are trading at $62.83, approximately 1% below the 52-week high of $63.84, and the company’s stock has returned 29% over the last 12 months. The company’s market capitalization is $30.17 billion.
Dividend policy remains a notable feature of the firm’s shareholder returns. The company has paid dividends for 56 consecutive years and has increased its dividend for 23 consecutive years. Most recently, Rollins announced a quarterly cash dividend of $0.1825 per share, payable on March 10, 2026, to holders of record as of February 25, 2026.
From a financial metrics standpoint, Rollins reports a gross profit margin of 52.86%. However, the stock trades at a relatively elevated price-to-earnings ratio of 59.05. InvestingPro flags more than 15 additional insights and metrics for investors who want to evaluate the company’s valuation prior to its upcoming fourth-quarter earnings report on February 11, 2026.
Analyst coverage cited in filings and company materials shows a range of views. UBS raised its price target to $65 while keeping a Neutral rating, characterizing the risk-reward as balanced ahead of the earnings release. RBC Capital lifted its target to $70 and maintained an Outperform rating, with expectations for 7-8% revenue growth. Morgan Stanley upgraded Rollins from Equalweight to Overweight and set a $72 price target, noting the company’s growth and steady demand for pest services. Canaccord Genuity reiterated a Hold rating with a $55 price target following a meeting with Rollins’ management team.
The Form 4 filing clarifies that the shares sold were earmarked to address tax-withholding obligations connected to restricted stock vesting, rather than an open-market disposition for other purposes. Investors monitoring the company will likely consider the insider transaction in the context of the firm’s dividend record, valuation multiples, recent price performance, and diverging analyst expectations as the firm approaches its earnings announcement on February 11, 2026.
Context and implications
- The sale was limited in scope relative to total insider holdings and was executed to cover taxes tied to equity compensation.
- Rollins’ share price strength over the past year and its long dividend history underscore investor interest in steady cash returns, even as valuation measures suggest elevated expectations.
- Analyst price targets span $55 to $72, reflecting a spectrum of views on growth and valuation that investors may weigh ahead of the quarterly report.