Select Equity Group, L.P. 13F: Adds $137M to Rollins (ROL) Stake

Select Equity Group Expands Rollins, Inc. Position

Select Equity Group, L.P. filed a Form 13F with the SEC detailing its investment moves for the period ended May 15, 2026. The filing showed that the firm boosted its holdings in Rollins, Inc. NYSE: ROL by a wide margin. This update reflects backward-looking holdings as of the reporting date and may not represent the investor's current position today.

Rollins Stake Expansion Details

During the quarter, Select Equity Group lifted its stake by 218.9%, adding 3,272,441 shares to its holdings. This brought the firm's total share count to 4,767,122 shares, up from 1,494,681 shares previously. The reported value of the increased position reached approximately $198.98 million based on the filing disclosures.

Rollins Stock Context and Price Action

Rollins, Inc. shares recently traded at $41.74, positioning the pest control company within its 52-week range of $31.88 to $66.14. The company carries a market capitalization of roughly $15.57 billion and a P/E ratio of 29.41, along with a forward P/E of 24.87. Its 50-day moving average sits at $37.63, while the 200-day moving average is $50.95.

Recent Earnings Performance

For investors tracking fundamentals, Rollins reported revenue of $3.92 billion with a revenue growth rate of 7.9%. The company posted an earnings per share (EPS) of $1.10, alongside a net margin of 13.55% and a return on equity of 37.01%. The next earnings release is scheduled for October 28, 2026.

Dividend Profile

Rollins distributes an annual dividend of $0.73 per share, giving the stock a dividend yield of 2.26%. The payout ratio stands at 64.9%, reflecting how much of the company's earnings go toward shareholder payouts.

Analysts Set New Price Targets

Wall Street firms have kept a close watch on Rollins through recent months. On October 15, 2026, Citigroup maintained its Neutral rating and set a $32.0 target. UBS kept its Neutral rating on October 14, 2026, with a $36.0 target, while JP Morgan maintained a Neutral rating at a $35.0 target on October 13, 2026. Morgan Stanley held an Overweight rating with a $43.0 target on the same day. Earlier in September, Piper Sandler downgraded the stock to Neutral with a $33.0 target. Overall, the consensus recommendation sits at hold with a target mean price of $45.59 across 17 analyst opinions.

Pest and Wildlife Services Provider

Rollins, Inc. provides pest and wildlife control services to both residential and commercial clients. Operating primarily out of Atlanta, Georgia, the company protects homes and businesses from common pests, rodents, insects, and termites through direct service and franchise operations.

What to Watch at Rollins, Inc.

Investors will look toward the upcoming earnings report on October 28, 2026, for further operational updates. Future 13F filings will also show whether Select Equity Group maintains or adjusts its expanded stake in subsequent reporting periods.