Alta Capital Management Llc/ 13F: New $6.3M Stake in ROL

Alta Capital Management took a new position in Rollins, Inc. (NYSE: ROL) by acquiring 210,291 shares valued at approximately $6.3 million, as disclosed in a filing on October 26, 2026. This new buy indicates a strategic move for the fund, which now holds a 0.59% stake in Rollins, ranking 35th among its total 215 reported positions.

ROL Rollins, Inc.

$34.82 ▼ -40.33% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where Rollins, Inc. Fits in Alta Capital Management's Portfolio

This new stake in Rollins represents a fresh investment for Alta Capital Management, contributing to the fund's overall reported value of about $1.07 billion.

Other Institutional Activity in Rollins, Inc.

Other funds have also adjusted their positions in Rollins recently. Kayne Anderson Rudnick Investment Management LLC reduced its stake by 1,490,181 shares, bringing its total to 8,211,517 shares worth approximately $283.7 million. Similarly, Select Equity Group LP cut its holdings by 483,411 shares, ending with 4,283,955 shares valued at about $148 million.

Rollins, Inc. Stock Down 1.4%

Rollins shares recently traded around $34.82, which is about equal to its closing level of $34.82 on October 23, 2026. This suggests that Alta Capital Management's entry point was stable and aligns with the stock's recent performance.

Recent Earnings

Rollins, Inc. reported trailing twelve-month revenue of approximately $3.99 billion, with a net margin of 13.2% and a return on equity of 36%. The company is set to report its next earnings on February 10, 2027, which could provide further insights into its performance.

Dividend

Rollins pays an annual dividend rate of $0.80 per share, with a payout ratio of 67.1%. This could be an attractive feature for investors looking for income in addition to capital gains.

Insider Buying and Selling at Rollins, Inc.

Elizabeth B. Chandler, General Counsel at Rollins, sold 14,201 shares at an average price of $59.36 on February 25, 2026. This transaction occurred before the recent filing and does not necessarily reflect the company's outlook.

Analysts Set New Price Targets

Several analysts have maintained their ratings on Rollins, Inc. On October 19, 2026, Canaccord Genuity maintained a "Hold" rating with a price target of $36.00, while Bernstein also maintained a "Market Perform" rating with a target of $35.00. UBS and Wells Fargo updated their targets to $37.00 and $26.00, respectively, as of October 23, 2026.

About Rollins, Inc.

Rollins, Inc. is a provider of pest and wildlife control services for residential and commercial customers in the U.S. and internationally. The company offers a range of pest control solutions, catering to various industries including healthcare and food service, making it a key player in the personal services sector.

Bottom Line

Investors should keep an eye on Rollins as the company prepares to report earnings on February 10, 2027. Alta Capital Management's new position adds to the interest in Rollins, especially amid recent adjustments by other institutional investors.