Rollins Inc (NYSE: ROL) recorded an insider sale on January 28, 2026, when Chief Administrative Officer Tesh Thomas D. sold 323 shares at $62.83 each, for a total transaction value of $20,294. At the time of the sale, the companys stock was trading close to a 52-week peak of $63.84 and had risen 28.31% over the prior 12 months.
According to the filing, the divestiture was executed to meet tax withholding obligations related to the vesting of restricted stock. After the trade, Thomas retained direct ownership of 28,021 shares, a figure that the filing indicates includes both restricted and unrestricted shares. In addition to those holdings, Thomas has an indirect stake of 5,087 shares through a 401(k) plan.
Company profile and financial markers
Rollins is described in the filing as a pest control company valued at more than $30 billion. The company has a long record of returning capital to shareholders via dividends, having paid consecutive dividends for 56 years. The filing also notes a reported gross profit margin of 52.86%.
Valuation metrics provided by InvestingPro indicate a price-to-earnings ratio of 59, a level the service characterizes as suggestive of the stock being overvalued at its current price. InvestingPro also flags that it provides 16 additional investment tips and a Pro Research Report on Rollins for subscribers seeking more detailed analysis.
Dividend and upcoming calendar items
Rollins recently declared a regular quarterly cash dividend of $0.1825 per share. That dividend is scheduled to be payable on March 10, 2026, to shareholders of record as of February 25, 2026. Investors should also note that Rollins is scheduled to report earnings on February 11, 2026.
Analyst actions and outlook
Analysts have been active in updating their views. UBS raised its price target to $65 while maintaining a Neutral rating, citing a balanced risk and reward profile for the upcoming fourth-quarter earnings. RBC Capital increased its price target to $70 and kept an Outperform rating, projecting 7-8% revenue growth led by mid-single-digit expansion in Residential Pest Control and high-single-digit growth in Commercial services. Morgan Stanley upgraded the stock to Overweight and lifted its price target to $72, describing Rollins as a "best-in-class business services stock" with resilient demand. Canaccord Genuity sustained a Hold rating and a $55 price target following a meeting with company management.
What this means for investors
The insider sale was explicitly attributed to tax withholding for vested restricted stock and did not alter the executives sizeable direct and indirect holdings. At the same time, external assessments of the stock differ, and InvestingPros valuation signal contrasts with several broker price-target increases. Investors have an imminent earnings date to consider, and the dividend timetable may be relevant for income-focused shareholders.