LOR INC purchased $50.0M of ROL

Lor Inc, a 10% owner of Rollins, bought 1.44 million shares at an average price of $34.59, totaling $49.96 million. Post-transaction, Lor Inc holds 146.73 million shares directly and 6.93 million indirectly, according to an SEC filing.

R. Randall Rollins Voting Trust U/A dated August 25, 1994 purchased 1,444,402 indirectly-held shares of ROLLINS INC (ROL) at $34.59 ($49.96M total) on 2026-10-29.

Barclays analysts maintained Buy ratings on Smurfit Westrock (SW) and Rollins (ROL). SW has a $56.00 target (38.9% upside), while ROL has a $45.00 target (13.1% upside). TipRanks consensus for SW is Strong Buy, and for ROL is Hold.

Canaccord reduced its price target for Rollins Inc. (NYSE: ROL) to $33 from $36, citing weak Q3 results. The pest control company missed sales and EBITDA expectations, with residential and commercial segments underperforming. Margins were pressured by higher costs. Rollins reported Q3 adjusted earnings of $0.34 per share on revenue of $1.09 billion, both below forecasts. The company lowered its full-year organic growth outlook to 4-6%.

Rollins Inc (ROL) reported Q3 2026 organic growth of 4.4%, missing expectations due to residential customer acquisition pressure. AI-driven search disrupted lead flow, causing gross margin to decrease 90 bps YoY and adjusted EBITDA to fall 0.7% YoY. Full-year organic growth guidance was lowered to 4%-6% from 6%. CEO Jerry Gahlhoff noted some improvement in September but cautioned against sustained trends. The company is adjusting strategies to adapt to the changing search landscape.

Rollins (ROL) reported Q3 gross margin of 53.5%, down 0.9% YoY, due to higher insurance, fleet, and fuel costs. GAAP net income was $158M ($0.33/share), down 2.9% YoY. The company lowered its 2026 organic revenue growth outlook to 4-6% from 6%. Rollins generated $235M in free cash flow, completed seven acquisitions, and increased its dividend by 10%. Management outlined digital strategy priorities for residential customer acquisition.