Insider Trading January 30, 2026

Rollins Executive Chairman Emeritus Sells $650,604 in Stock Ahead of Earnings

Insider sale tied to tax withholding as company trades near its 52-week high; analysts adjust targets ahead of February earnings

By Nina Shah ROL
Rollins Executive Chairman Emeritus Sells $650,604 in Stock Ahead of Earnings
ROL

Gary W. Rollins, Executive Chairman Emeritus of Rollins, Inc. (ROL), disposed of 10,355 shares on January 28, 2026, generating approximately $650,604. The sale, disclosed in a Form 4, reduced his direct ownership to 5,312,114 shares and was executed to satisfy tax withholding obligations tied to restricted stock vesting. Rollins shares sit close to a 52-week high as analysts have revised price targets and the company declared a quarterly dividend payable in March.

Key Points

  • Gary W. Rollins sold 10,355 shares on January 28, 2026, at $62.83, totaling about $650,604; sale covered tax withholding for vested restricted stock.
  • The transaction reduced his direct holdings to 5,312,114 shares; additional indirect holdings include 25,372 shares via a spouse, 22,140 via a 401(k), and 609 via a DRIP.
  • Rollins shares trade near a 52-week high of $63.84 with a 28.31% one-year return; the company has a market capitalization of $30.25 billion and will report earnings on February 11, 2026. Analysts have issued a range of revised targets and ratings ahead of the report.

Gary W. Rollins, Executive Chairman Emeritus of Rollins, Inc. (NYSE: ROL), sold 10,355 shares of the company's common stock on January 28, 2026, at $62.83 per share, producing proceeds of roughly $650,604, according to a Form 4 filed with the Securities and Exchange Commission.

The transaction lowered Rollins’ direct holdings to 5,312,114 shares. The filing indicates the shares were sold to cover tax withholding obligations arising from the vesting of restricted stock awards.

Rollins’ share price is trading close to its 52-week high of $63.84 and has returned 28.31% over the past year. InvestingPro analysis cited in the filing notes that Rollins is currently considered overvalued based on its Fair Value assessment.


Other holdings disclosed

In addition to his direct stake, the filing details indirect holdings associated with Mr. Rollins: 25,372 shares held through a spouse, 22,140 shares through a 401(k) plan, and 609 shares owned under a Dividend Reinvestment Plan.

The company, a pest control services provider with a market capitalization reported at $30.25 billion, is scheduled to report quarterly results on February 11, 2026.


Dividend and corporate payouts

Rollins has an extended record of returning capital to shareholders, having paid dividends for 56 consecutive years. The company announced a regular quarterly cash dividend of $0.1825 per share, payable on March 10, 2026, to shareholders of record as of February 25, 2026.


Analyst positioning ahead of earnings

Brokerage and research firms have been modifying their outlooks for Rollins ahead of the February earnings release. UBS raised its price target to $65 while keeping a Neutral rating, describing a balanced risk/reward profile ahead of the fourth-quarter report. RBC Capital lifted its target to $70 and maintained an Outperform rating, citing expectations for 7-8% revenue growth driven by both Residential Pest Control and Commercial services. Morgan Stanley upgraded Rollins to Overweight and set a $72 target, pointing to strong growth potential in a fragmented market. Canaccord Genuity retained a Hold rating and a $55 target following a management meeting.


Research coverage

The filing and accompanying materials reference InvestingPro research, which flags Rollins as overvalued on its Fair Value metric and offers a comprehensive research report on the company as part of coverage on more than 1,400 U.S. stocks.

The Form 4 disclosure, dividend notice, market-cap figure, analyst ratings, and the scheduled earnings date reflect the items reported in company filings and analyst releases. The insider sale was narrowly described as a tax-related disposal of shares tied to restricted stock vesting.

Risks

  • Insider sale was executed to meet tax obligations tied to restricted stock vesting - this reduces insider-held shares and could influence perception of insider ownership levels; impacts investor sentiment and equity markets.
  • InvestingPro flags Rollins as overvalued relative to its Fair Value assessment, signaling valuation risk for equity investors if market sentiment shifts; impacts equity valuation and portfolio allocation decisions.
  • Analyst views are mixed - price targets range from $55 to $72 with ratings from Hold to Outperform, creating uncertainty about near-term expectations ahead of the February 11, 2026 earnings release; impacts market expectations and sector coverage in financial services.

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