Local Pensions Partnership Investment 13F: Cuts ROL Stake by $3.1M

Local Pensions Partnership Investment reduced its stake in Rollins, Inc. (NYSE: ROL) by 102,719 shares in a filing on October 26, 2026.

ROL Rollins, Inc.

$34.82 ▼ -40.33% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Local Pensions Partnership's Rollins Position

The fund's latest Form 13F filing shows a 24.8% decrease in its position in Rollins. The reported value of this holding is now about $9.4 million, reflecting a substantial cut from the previous 414,719 shares.

Where Rollins Fits in Local Pensions Partnership's Portfolio

Rollins now represents 0.29% of Local Pensions Partnership's total reported portfolio, which is valued at approximately $3.22 billion. With a portfolio rank of 20 out of 33 positions, this reduction indicates a strategic shift within the fund.

Other Institutional Activity in Rollins, Inc.

Several other funds have also adjusted their positions in Rollins recently. E. Ohman J:or Asset Management cut its stake by 540,757 shares, ending with 9,911 shares valued at about $298,519. AMF Tjanstepension reduced its holdings by 1,930,218 shares, now holding 1,625,424 shares worth roughly $48.96 million. Meanwhile, Sumitomo Mitsui DS Asset Management Company increased its position by 146,656 shares, bringing its total to 249,974 shares valued at approximately $7.53 million.

Rollins, Inc. Stock Down 1.4%

As of October 27, 2026, Rollins shares recently traded around $34.82, which is about equal to the closing price of $34.82 on October 23, 2026. The stock has seen fluctuations in analyst ratings, with targets ranging from $26 to $37, reflecting mixed sentiments.

Recent Earnings

Rollins, Inc. reported trailing twelve-month revenue of approximately $3.99 billion, with a net margin of 13.2%. The next earnings report is expected on February 10, 2027.

Dividend

Rollins pays an annual dividend of $0.80 per share, resulting in a yield of approximately 2.3%. The company has a dividend payout ratio of 67.1%.

Insider Buying and Selling at Rollins, Inc.

Elizabeth B. Chandler, General Counsel, sold 14,201 shares at an average price of $59.36 on February 25, 2026, for a total value of approximately $842,971. This transaction occurred before the recent filing by Local Pensions Partnership.

Analysts Set New Price Targets

On October 19, 2026, Canaccord Genuity maintained a Hold rating on Rollins with a target of $36.00, down from $45.00. Bernstein also maintained a Market Perform rating with a target of $35.00, lowered from $42.00. UBS maintained a Neutral rating with a target of $37.00, while Wells Fargo set an Underweight rating with a target of $26.00.

About Rollins, Inc.

Rollins, Inc. provides pest and wildlife control services for residential and commercial customers in the U.S. and internationally. The company is known for its pest control solutions, addressing common issues like rodents and insects.

Bottom Line

Investors should keep an eye on Rollins's upcoming earnings report on February 10, 2027, and monitor any further changes in institutional holdings as they may impact stock performance. The mixed analyst ratings suggest a cautious outlook for the company in the near term.