Rollins Gains Core Holding Status on 7.2% Organic Growth and 35% Margins
Conestoga highlighted Rollins as a core holding following a 3Q25 report showing 7.2% organic growth, 35% margins and a dividend hike. Shares closed at $60.92, with a one-month decline of 3.2%, 52-week gain of 18.8% and a $29.3 billion market cap after record 2025 revenue of $3.8 billion (+11% YoY).
1. Core Holding Recognition
Conestoga Capital Advisors designated Rollins as a core holding after the pest control specialist delivered a 3Q25 report with 7.2% organic growth, 35% margins and a dividend hike, highlighting its defensive revenue streams and pricing power.
2. Recent Stock and Revenue Performance
Rollins shares closed at $60.92, registering a one-month decline of 3.16% and 52-week gain of 18.78%, while the company posted record 2025 revenue of $3.8 billion, up 11% year-over-year.
3. Hedge Fund Ownership Trends
By the end of third quarter 2025, 48 hedge fund portfolios held Rollins, up from 42 in the prior quarter, though the company remains outside the top 30 most held hedge fund stocks.