Elizabeth B. Chandler, Rollins Inc.'s Chief Legal Officer, General Counsel and Corporate Secretary, sold 14,201 shares of the company's common stock on February 25, 2026, at $59.36 per share, producing total proceeds of $842,971. The trade was executed pursuant to a Rule 10b5-1 trading plan and took place close to the company's then-current trading price of $59.80 and a market capitalization reported at $28.75 billion.
Following the sale, Chandler directly holds 55,977 shares of Rollins Inc., a figure that the company reports as inclusive of both restricted and unrestricted holdings.
The share sale arrives amid Rollins' release of fourth-quarter results for fiscal year 2025. The company posted earnings per share of $0.25, narrowly missing a consensus forecast of $0.26. Revenue for the quarter was $913.0 million, below the expected $926.81 million.
Analyst reactions to the quarter were mixed. Canaccord Genuity lowered its price target for Rollins to $52.00 from $55.00 while maintaining a Hold rating, citing sales that were roughly 2% under consensus estimates. In contrast, BofA Securities reinstated coverage of Rollins with a Buy rating and set a $67.00 price target, signaling a more optimistic view of the company’s growth prospects.
Within the quarter’s results, Rollins said its recurring business - which the company characterizes as accounting for more than 80% of revenue - delivered organic growth in excess of 7%. By comparison, one-time business slipped by 3%, a decline the company attributed to inclement weather conditions that affected activity during the period.
Taken together, the insider sale and the recent quarterly report underscore a period of modest financial dispersion for Rollins: a small miss on earnings and revenue, robust organic growth in recurring revenue, a weather-impacted decline in one-time business, and split analyst judgments reflected in differing price targets and ratings.
Summary
Rollins' general counsel sold 14,201 shares under a 10b5-1 plan for $842,971 on February 25, 2026. The sale coincided with fiscal 2025 Q4 results showing a slight EPS and revenue shortfall. Analysts responded with divergent views, including a reduced price target and a reinstated buy recommendation from different firms.
Key points
- Insider transaction: Elizabeth B. Chandler executed a sale of 14,201 shares at $59.36 per share under a Rule 10b5-1 plan, totaling $842,971, and now owns 55,977 shares.
- Quarterly performance: Q4 fiscal 2025 EPS came in at $0.25 versus a $0.26 forecast; revenue was $913 million versus $926.81 million expected.
- Analyst reaction: Canaccord Genuity trimmed its price target to $52.00 and kept a Hold rating, while BofA Securities restarted coverage with a Buy rating and a $67.00 target - highlighting mixed sentiment among equity analysts and investors.
Risks and uncertainties
- Revenue and earnings shortfall - The company missed consensus revenue and EPS estimates, a factor that can influence investor sentiment in the equity markets.
- Weather exposure - The reported 3% decline in one-time business was attributed to inclement weather, indicating sensitivity of that revenue stream to external conditions.
- Analyst divergence - Conflicting analyst price targets and ratings create uncertainty around near-term valuation and guidance for shareholders and market participants.