Transaction overview
Rollins Inc. (NYSE: ROL) Chief Administrative Officer Tesh Thomas D. executed a sale of 887 shares of common stock on January 26, 2026, at a transaction price of $63.26 per share, yielding total proceeds of $56,111. At the time of the sale the shares were trading near their 52-week high of $63.84, and the stock had recorded a 29% return over the prior 12 months, according to InvestingPro data.
Why the shares were sold
The Form 4 filing associated with the trade indicates the disposition represented shares sold by the reporting person to meet tax withholding obligations tied to the vesting of restricted stock. The filing distinguishes this sale as a cover for withholding rather than an independent decision to liquidate a portion of long-term holdings.
Post-transaction holdings
Following the sale, the reporting person directly holds 28,344 shares of Rollins common stock and indirectly holds 5,087 shares through a 401(k) account. Using current market pricing noted in the report, those directly held shares are valued at roughly $1.8 million.
Valuation and dividend context
InvestingPro commentary included with the filing flagged a valuation concern, noting Rollins appears overvalued per its Fair Value assessment and is trading at a reported price-to-earnings ratio of 59.05. The same data set underscores the company’s long record of returning cash to shareholders: Rollins has paid dividends for 56 consecutive years and has increased its dividend for 23 consecutive years. Those dividend metrics are cited as relevant context for insider holdings and investor decisions.
Corporate actions and upcoming payments
Rollins has declared a regular quarterly cash dividend of $0.1825 per share, payable on March 10, 2026, to shareholders of record as of February 25, 2026. The announced dividend schedule appears alongside the Form 4 disclosure in public filings and research summaries referenced in the report.
Analyst positioning
Analyst coverage included a range of views on Rollins’ near-term trajectory. UBS set a $65.00 price target with a Neutral rating, describing the risk/reward profile as balanced ahead of the company’s fourth-quarter results. RBC Capital raised its target to $70.00 while keeping an Outperform rating and projecting 7-8% revenue growth. Morgan Stanley upgraded the stock from Equalweight to Overweight and raised its price target to $72.00, citing the company’s positioning in the business services sector and steady demand. Canaccord Genuity retained a Hold rating with a $55.00 price target after a meeting with Rollins’ management. Collectively these adjustments represent a mixture of cautious optimism and confidence among sell-side analysts.
Takeaway
The Form 4 sale by the chief administrative officer was executed to satisfy tax withholding on vesting restricted stock and coincided with the stock trading near its annual high. InvestingPro’s valuation assessment and a high reported P/E sit alongside a long dividend history and varied analyst price-target moves, offering investors multiple data points to weigh when assessing Rollins’ outlook.