Sumitomo Mitsui DS Asset Management Company 13F: Adds $4.4M to ROL Stake

Sumitomo Mitsui DS Asset Management Company grew its stake in Rollins, Inc. (NYSE:ROL) by 141.9% during the period, purchasing an additional 146,656 shares. The disclosure appeared in a Form 13F filing with the SEC on October 20, 2026. With this purchase, the fund held 249,974 shares valued at approximately $7.5 million, up from its previous count of 103,318 shares. Rollins closed at $33.34 on the filing date.

ROL Rollins, Inc.

$33.34 ▼ -42.86% year to date

1M 3M YTD

Daily close · Oct 20, 2026

Other Institutional Activity in Rollins, Inc.

Other large investors adjusted their positions in Rollins around the same time. Select Equity Group, L.P. grew its holdings by 3,272,441 shares, ending with 4,767,122 shares worth about $199.0 million. Meanwhile, Kayne Anderson Rudnick Investment Management LLC reduced its stake by 1,490,181 shares to finish with 8,211,517 shares valued at $273.8 million. Fundsmith cut its position by 858,694 shares, leaving it with 619,935 shares worth roughly $29.3 million. Select Equity Group LP also trimmed its holdings by 483,411 shares, holding 4,283,955 shares valued at $142.8 million.

Rollins, Inc. Stock Up 2.1%

Rollins recently traded around $33.34 as of October 21, 2026, about equal to its closing price on the filing date. The stock sits below its 50-day moving average of $33.85 and trades roughly 30.5% beneath its 200-day moving average of $47.95. Shares have ranged from a 52-week low of $29.29 to a 52-week high of $66.14. The pest control company carries a market capitalization of $16.0 billion and a price-to-earnings ratio of 30.3.

Recent Earnings

The Atlanta-based service provider reported $3.9 billion in revenue over the trailing twelve months alongside $1.1 in earnings per share. Rollins achieved a net profit margin of 13.6% and a return on equity of 37.0%, with year-over-year revenue growth reaching 7.9%. The company scheduled its next earnings update for October 21, 2026.

Dividend

Rollins pays an annual dividend of $0.73 per share, yielding 2.2% with a payout ratio of 64.9%.

Insider Buying and Selling at Rollins, Inc.

General Counsel Elizabeth B Chandler sold 14,201 shares on February 25, 2026, at a price of $59.36 for a total value of $842,971.

Analysts Set New Price Targets

Wall Street firms adjusted their outlooks on Rollins ahead of the filing. On October 13, 2026, JP Morgan maintained its neutral rating and lowered its price target to $35.00 from $40.00. UBS followed on October 14, 2026, keeping a neutral rating while reducing its target from $43.00 to $36.00. Citigroup maintained a neutral rating on October 15, 2026, cutting its price target to $32.00 from $46.00. Canaccord Genuity kept a hold rating on October 19, 2026, moving its target down to $36.00 from $45.00. Bernstein also maintained a market perform rating on October 19, 2026, lowering its target to $35.00 from $42.00. The stock carries a consensus hold rating from 17 analysts, with a mean price target of $39.82.

About Rollins, Inc.

Rollins, Inc. provides pest and wildlife control solutions to residential and commercial customers. The company protects homes from common pests like rodents and insects while delivering workplace pest management for healthcare, food service, and logistics clients. Institutional interest in the firm continues to draw attention as shares navigate levels well below their 52-week peak.

Bottom Line

Sumitomo Mitsui DS Asset Management's larger stake highlights ongoing institutional adjustments in Rollins shares. Investors will monitor the company's upcoming earnings release and subsequent disclosures to gauge operational performance against analyst expectations.