Fundsmith Reduces $41M in Rollins, Inc. ($ROL)

Fundsmith cut its holdings in Rollins, Inc. by over half, reflecting a significant change in its investment position.

Written by Trueearnings · Published Jun 14, 2026, 4:53 AM EDT

Key Points

Fundsmith cut its Rollins, Inc. position by 58%, reducing its shares from 1,478,629 to 619,935 as of its latest 13F filing.
Rollins, Inc. has a market cap of $22.72 billion and trades near $47.19 with a P/E ratio of 43.29.
Insider activity includes sales by the CEO and Executive Chairman, while analysts maintain a 'buy' consensus with a target of $62.94.

Fundsmith has significantly reduced its stake in Rollins, Inc. (NYSE:ROL), according to its latest 13F filing with the SEC. The fund cut its holdings by 58%, shedding 858,694 shares. This reduction leaves Fundsmith with 619,935 shares valued at approximately $29.25 million as of the filing period.

What Changed in Fundsmith's Rollins, Inc. Position

Fundsmith's decision to cut its stake in Rollins, Inc. saw its shareholding drop from 1,478,629 shares to 619,935 shares. This represents a decrease of 58%, reflecting a shift in the fund's investment strategy. The remaining shares are valued at around $29.25 million, based on the latest market prices.

Other Institutional Activity in Rollins, Inc.

Several other institutional investors have also made moves in Rollins, Inc. BlackRock, Inc. increased its holdings by 170,156 shares, bringing its total to 28,620,112 shares worth about $1.53 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both established new positions with 19,683,655 shares and 16,458,385 shares, respectively. State Street Corp boosted its holdings by 222,821 shares, ending with 13,073,182 shares valued at $698.24 million. Geode Capital Management, LLC added 1,526,245 shares, reaching a total of 11,690,092 shares worth $622.80 million.

Rollins, Inc. Stock Snapshot

Shares of Rollins, Inc. (NYSE:ROL) traded near $47.19 recently. The company has a market capitalization of $22.72 billion, with a P/E ratio of 43.29 and a forward P/E of 33.82. The stock's 52-week range spans from $44.43 to $66.14. Rollins has a beta of 0.727, indicating lower volatility compared to the market. Its current ratio stands at 0.646, with a quick ratio of 0.468 and a debt-to-equity ratio of 77.24.

Recent Earnings

Rollins, Inc. reported revenue of approximately $3.84 billion, reflecting a growth rate of 10.2%. The company achieved a net margin of 13.77% and a return on equity of 38.67%. Earnings per share stood at $1.09. The next earnings report is scheduled for July 29, 2026.

Dividend

Rollins, Inc. offers an annual dividend rate of $0.73 per share, yielding 1.55%. The dividend payout ratio is 63.88%, indicating a healthy return of profits to shareholders.

Insider Buying and Selling at Rollins, Inc.

Recent insider transactions at Rollins, Inc. include sales by Principal Accounting Officer William Wayne Harkins II, who sold 357 shares on April 1, 2026. Executive Chairman John Wilson sold 4,795 shares on April 30, 2026, while President and CEO Jerry Gahlhoff Jr. sold 3,629 shares on April 29, 2026. Additionally, there were purchases by insiders Paul Russell Hardin and Paul Donahue, each acquiring 2,692 shares on April 28, 2026.

Analysts Set New Price Targets

Analysts have been active in setting new price targets for Rollins, Inc. On May 29, 2026, Bernstein downgraded the stock to a 'hold' with a $52 target. Wells Fargo maintained its 'hold' rating, setting a $55 target on May 15, 2026. UBS and Canaccord Genuity both maintained 'hold' ratings with targets of $61 and $51, respectively, in April 2026. The consensus among analysts is a 'buy', with an average target price of $62.94 based on 16 opinions.

About Rollins, Inc.

Rollins, Inc. is a leading provider of pest and wildlife control services, offering solutions to both residential and commercial customers in the U.S. and internationally. Headquartered in Atlanta, Georgia, the company operates through a network of subsidiaries and franchisees. Led by CEO Jerry E. Gahlhoff Jr., Rollins employs about 22,000 people and serves diverse markets, including healthcare, food service, and logistics.

Bottom Line

Fundsmith's substantial reduction in its Rollins, Inc. stake marks a notable shift in its investment approach. Investors often watch such moves closely, though it's important to remember that 13F filings are backward-looking and may not reflect the current position. Rollins, Inc. remains a significant player in the pest control industry with a solid market presence and steady financial performance.