Insider Trading January 28, 2026

Rollins CEO Sells Shares to Cover Taxes; Analysts Adjust Targets Ahead of Q4 Results

Jerry Gahlhoff Jr. disposes of 4,510 shares while brokerages issue a range of price targets and ratings

By Derek Hwang ROL
Rollins CEO Sells Shares to Cover Taxes; Analysts Adjust Targets Ahead of Q4 Results
ROL

Rollins Inc.'s President and CEO, Jerry Gahlhoff Jr., sold 4,510 shares on January 26, 2026, to satisfy tax withholding tied to restricted stock vesting. The transaction leaves him with 328,386 directly held shares and 1,583 shares indirectly held via a 401(k). Separately, several analysts updated price targets and ratings for Rollins ahead of its fourth-quarter earnings, and the company declared a regular quarterly dividend payable March 10, 2026.

Key Points

  • Rollins CEO Jerry Gahlhoff Jr. sold 4,510 shares on January 26, 2026 at $63.26 per share, totaling $285,302, to cover tax withholding from restricted stock vesting.
  • Post-sale, Gahlhoff directly owns 328,386 shares and indirectly holds 1,583 shares through a 401(k) plan.
  • Several brokerages adjusted price targets and ratings ahead of Rollins’ fourth-quarter earnings; the company also declared a $0.1825 quarterly dividend payable March 10, 2026 to holders of record on February 25, 2026.

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.

Risks

  • Analyst views are mixed - divergent price targets and ratings from UBS, RBC Capital, Morgan Stanley, and Canaccord Genuity introduce uncertainty about near-term market expectations for Rollins (affects equity markets and investment strategies).
  • The insider sale was executed to meet tax withholding obligations tied to restricted stock vesting; while routine, such transactions can alter short-term share counts available for trading (affects market liquidity and shareholder composition).

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