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ROL Rollins Inc.

Industrials, filed as ROLLINS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 5 Owners
  • Max 0.6%
  • $246M
  • 1 new 1 reduce 2 exits 2 small

In 2026 Q2 Henry Ellenbogen opened a position in Rollins, Polen Capital Management trimmed, and Farallon Capital Management and Lee Ainslie sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Reduce 0.57%
  2. Thomas Gayner Add 0.48%
  3. Henry Ellenbogen New 0.47%
  4. Terry Smith 0.19%
  5. Ron Baron Add 0.06%

Who owns ROL

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.57%, was 0.80% Reduce −26.9% 1,590,903 $66M History
Thomas Gayner, Markel Group 0.48% Small add +1.2% 1,516,525 $63M History
Henry Ellenbogen, Durable Capital Partners 0.47% New 0.47% 1,165,673 $49M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06% Small add +0.5% 1,003,324 $42M History
Terry Smith, Fundsmith 0.19% Hold 619,935 $26M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 93,000 $5M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 12,288 $656K History

5 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ROL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ROL insider trades
  • None no insider bought on the open market
  • $3.4B sold by 3 insiders outside a trading plan
  • $1.3M sold by 2 insiders under 10b5-1 plans
  1. Elizabeth B Chandler CLO, Gc, Corporate Secretary
    Planned sale
    $843K 14,201 shares at $59.36 20% of stake
    Traded Feb 25 Filed Feb 26
    ↗
  2. Thomas D Tesh Chief Admin. Officer
    Planned sale
    $144K 2,396 shares at $60.06 7.6% of stake
    Traded Jan 9 Filed Jan 12
    ↗
  3. Thomas D Tesh Chief Admin. Officer
    Planned sale
    $143K 2,396 shares at $59.73 7% of stake
    Traded Dec 12, 2025 Filed Dec 16, 2025
    ↗
  4. Thomas D Tesh Chief Admin. Officer
    Planned sale
    $138K 2,395 shares at $57.77 6.5% of stake
    Traded Nov 14, 2025 Filed Nov 18, 2025
    ↗
  5. R. Randall Rollins Voting Trust U/A dated August 25, 1994 10% owner
    Sale
    $1.1B 20M shares at $56.93 71% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗
  6. Lor Inc. 10% owner
    Sale
    $1.1B 19.3M shares at $56.93 12% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 22 stock grants, 18 share withholdings for taxes, 11 sales to cover taxes, 6 gifts, and 5 other transactions.

Congress

4 members of Congress traded ROL in the last three years: 7 buys and 5 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Rick W. Allen R-GA-12Spouse Sell $15K–$50K Aug 12 filed Sep 22
  2. April McClain Delaney D-MD-6Child Sell $50K–$100K Aug 25 filed Sep 9
  3. Julie Johnson D-TX-32Joint Sell $1K–$15K Sep 23, 2025 filed Aug 5
  4. Julie Johnson D-TX-32Joint Buy $1K–$15K Sep 23, 2025 filed Aug 5
  5. April McClain Delaney D-MD-6Child Buy $1K–$15K Mar 31 filed Apr 6
  6. April McClain Delaney D-MD-6Child Buy $1K–$15K Feb 20 filed Mar 10

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 8 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.07B $3.39B $3.76B
Net income $434.96M $466.38M $526.7M
Net margin * 14.2% 13.8% 14.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $406.64M $442.62M $472.68M
Total non-current assets * $2.19B $2.38B $2.67B
Total assets $2.6B $2.82B $3.14B
Total current liabilities $576.69M $645.16M $785.52M
Total non-current liabilities * $863.2M $843.94M $980.68M
Total equity $1.16B $1.33B $1.37B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $528.37M $607.65M $678.11M
Cash from investing -$372.9M -$176.23M -$326.7M
Cash from financing -$149.42M -$440.71M -$343.58M
Net change in cash $8.48M -$14.2M $10.37M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.