ROL at a glance
Rollins, Inc. (ROL, SEC CIK 84839) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 22, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Rollins, Inc. (ROL) reported revenue of $3.8 billion (up 11.0% from FY2024) and net income of $526.7 million. Diluted EPS was $1.09.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Rollins, Inc. (ROL) shares worth $5.0 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.8B
- +11.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $5.0B · +3 vs prior quarter
- Latest 8-K
- Jul 22, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $3.76B, up 11.0% YoY (+$372.3M); organic revenue growth 6.9%, acquisitions 4.1%; residential +10%, commercial +11%, termite/ancillary +14%
- Operating margin 19.3% vs 19.4% prior year (-10 bps); gross margin 52.8% vs 52.7% prior year (+10 bps); adjusted operating margin 20.0% vs 19.9% (+10 bps)
- Best performing segment: Termite and ancillary revenues up 13.6% ($93.4M); worst: Insurance and claims expense increased, fleet expenses up 30 bps impacting margins
- Operating cash flow $678.1M (+11.6%), free cash flow $650.0M (+12.1%); capital expenditures approx. $28.1M; continued balanced capital allocation amid acquisitions and modernization
- 2026 outlook: projected 7-8% organic revenue growth, improving margin profile from modernization, stable effective tax rate 24.5-25%, with risks from macroeconomic uncertainty
Business Overview
- Core business: Professional pest control services focused on protecting customer properties and health
- New emphasis on cybersecurity risk management with appointment of a new CISO on December 15, 2025, bringing 20+ years of experience
- Strategic focus on enhanced cybersecurity governance, including detailed incident response, breach notification policies, and board-level Audit Committee oversight
- Employee-wide mandatory cybersecurity training and regular vulnerability testing to strengthen cyber defenses
- No material cybersecurity incidents reported that impacted business strategy, operations, or proprietary data through fiscal 2026
AI summary of the ROL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $1.079B, up 7.9% YoY from $999.5M; organic growth 5.7%
- Termite and ancillary revenue $234.2M, up 10.5%; franchise and other worst at $10.7M, down 7.4%
- Operating margin 18.7% vs 19.8%; gross margin 52.8% vs 53.8% YoY
- Operating cash flow $172.5M, down 1.5%; acquisitions $116.8M, capital expenditures $6.4M, dividends $88.1M
- Updated 2026 outlook: organic growth at least 6%, inorganic growth 2%-3%; cautious near-term demand outlook despite improved lead volume
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- Carried-forward risks remain the most significant disclosed risks
- No newly added regulatory, legal, operational, competitive, or financial risk factors this quarter
AI summary of the ROL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Rollins announced unaudited second-quarter results for period ended June 30, 2026
- Press release issued July 22, 2026 contains the financial results and relevant investor metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.079B, up 7.9%; organic growth 5.7%, extending the revenue-growth streak to 99 quarters
- Residential organic growth slowed to 3.6% as consumer-initiated leads declined, signaling near-term demand risk
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Kenneth Krause resigns June 15, 2026, to pursue another opportunity; no disagreements with Rollins disclosed
- CAO William Harkins succeeds Krause, creating internal continuity with accounting leadership experience
Item 5.07: Submission of Matters to a Vote of Security Holders
- Nine director nominees elected through 2027 annual meeting, preserving board continuity
- Louise S. Sams received highest withheld votes at 31,925,025, signaling comparatively greater shareholder reservation
AI summaries of ROL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ROL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gary W. Rollins Voting Trust U/A dated September 14, 1994 | J | Sep 17, 2026 | 744,963 | - |
| Gary W. Rollins Voting Trust U/A dated September 14, 1994 | J | Sep 17, 2026 | 2,235,811 | - |
| Gary W. Rollins Voting Trust U/A dated September 14, 1994 | J | Sep 17, 2026 | 145,284,066 | - |
| Gary W. Rollins Voting Trust U/A dated September 14, 1994 | J | Sep 17, 2026 | 8,028,982 | - |
| Gary W. Rollins Voting Trust U/A dated September 14, 1994 | J | Sep 17, 2026 | 3,945,035 | - |
| Wilson John F | G | Aug 25, 2026 | 54,000 | - |
| Wilson John F | G | Aug 25, 2026 | 33,000 | - |
| Harkins William Wayne II | A | Jul 1, 2026 | 11,866 | $42.14 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.4B | $3.8B |
| Operating Income | $583.2M | $657.2M | $726.1M |
| Net Income | $435.0M | $466.4M | $526.7M |
| Op. Margin | - | 19.4% | 19.3% |
| Net Margin | - | 13.8% | 14.0% |
| Balance Sheet | |||
| Total Assets | $2.6B | $2.8B | $3.1B |
| Equity | - | $1.3B | $1.4B |
| ROE | - | 35.1% | 38.3% |
| Per Share | |||
| EPS | $0.89 | $0.96 | $1.09 |
| Cash Flow | |||
| Operating CF | - | $607.7M | $678.1M |
| CapEx | - | $27.6M | $28.1M |
Source: XBRL data in Rollins, Inc. (ROL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ROL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $5.03B |
| Q1 2026 | 35 | $6.96B |
| Q4 2025 | 35 | $7.51B |
| Q3 2025 | 36 | $6.81B |
| Q2 2025 | 33 | $6.29B |
| Q1 2025 | 32 | $4.28B |
| Q4 2024 | 25 | $3.19B |
| Q3 2024 | 22 | $1.64B |
- Citadel Advisors LLC+1.75M (+1208%)
- D.E. Shaw & Co+1.19M (+4430%)
- Morgan Stanley+989.0K (+18%)
- Vanguard Portfolio Management LLC+518.3K (+3%)
- Dimensional Fund Advisors+512.7K (+18%)
- FMR LLC (Fidelity)−11.46M (-99%)
- JPMorgan Chase & Co−2.62M (-54%)
- Ameriprise Financial−597.2K (-54%)
- Two Sigma Investments−567.7K (-33%)
- Bank of America Corp−467.8K (-33%)
- Millennium Management+908.9K
- Regions Financial Corporation+108.5K
- Blackstone Group+5.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 256 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ROL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 10-Q | Apr 23, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 24, 2026 | - | - | - |
| 4 | Feb 24, 2026 | - | - | - |
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ROL SEC filings: frequently asked questions
Which institutions hold ROL stock?
As of June 30, 2026, the largest Rollins, Inc. (ROL) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Capital Management LLC ($826.4 million), Vanguard Portfolio Management LLC ($708.6 million), State Street Corp ($566.0 million), Morgan Stanley ($269.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ROL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Rollins, Inc. (ROL) reported revenue of $3.8 billion (up 11.0% from FY2024) and net income of $526.7 million. Diluted EPS was $1.09. The figures come from the XBRL data in the 10-K.
What did ROL report in its latest 8-K?
Rollins, Inc. (ROL) filed an 8-K on July 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Rollins announced unaudited second-quarter results for period ended June 30, 2026.
What are the latest ROL SEC filings?
Rollins, Inc. (ROL) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 22, 2026 and a Form 4 insider filing on September 21, 2026.
What is ROL's SEC CIK number?
Rollins, Inc. (ROL)'s SEC Central Index Key (CIK) is 84839. EDGAR lists every ROL filing under that number.
Ask anything about ROL
The research agent reads ROL's filings, financials, insider trades and 13F holders, then answers with sources.