NYSE · Consumer Discretionary

ROLLINS INC ROL

Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife.

Diversified Commercial Services

Company profile

Business mix

  • The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife.
  • It also provides workplace pest control solutions for customers across various end markets, such as healthcare, food service, and logistics.
  • In addition, the company offers termite protection and ancillary services for both residential and commercial customers.
  • It serves clients directly, as well as through franchisee operations. The company was formerly known as Rollins Broadcasting, Inc and changed its name to Rollins, Inc. in 1965.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in personal services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 43.2 FCF 2.74% Buyback 0.19%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Polen Capital Management 0.8% $116.3M 2026-03-31
Markel Group Tom Gayner 0.7% $80.0M 2026-03-31
Baron Capital Ron Baron 0.2% $53.3M 2026-03-31
Fundsmith Terry Smith 0.3% $33.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $116.8M Estimated from net added shares
Reduction amount $57.1M Estimated from net reduced shares
Net share change / base shares +26.8% +1,117,465 / 4,176,193
Fundsmith Terry Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -58.1% 13F value change -$55.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,478,629 Last 1 periods -858,694 (-58.1%) Total shares 619,935 Value $33.1M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -17.4% 13F value change -$19.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,208,539 Last 1 periods -210,519 (-17.4%) Total shares 998,020 Value $53.3M
Polen Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$116.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 1 periods +2,177,678 (New) Total shares 2,177,678 Value $116.3M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.6% 13F value change -$9.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,489,025 Last 1 periods +9,000 (+0.6%) Total shares 1,498,025 Value $80.0M

Recent mentions

No public mentions.