What Makes Rollins (ROL) Conestoga Capital Advisors’ Core Holding

1 month ago 22

Soumya Eswaran

Fri, February 20, 2026 astatine 8:22 AM CST 3 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Mid Cap Strategy returned -5.75% nett of fees compared to the Russell Midcap Growth Index’s -3.70% return. The underperformance was driven by antagonistic banal enactment successful the Technology and Industrials sectors, portion affirmative assemblage allocation effects partially eased underperformance. The Mid Cap Composite returned -4.73% nett of fees for the afloat twelvemonth 2025, trailing the benchmark instrumentality of 8.66%. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted Rollins, Inc. (NYSE:ROL). Headquartered successful Atlanta, Georgia, Rollins, Inc. (NYSE:ROL) is simply a pest power company. On February 19, 2026, Rollins, Inc. (NYSE:ROL) banal closed astatine $60.92 per share. One-month instrumentality of Rollins, Inc. (NYSE:ROL) was -3.16%, and its shares gained 18.78% implicit the past 52 weeks. Rollins, Inc. (NYSE:ROL) has a marketplace capitalization of $29.308 billion.

Conestoga Capital Advisors stated the pursuing regarding Rollins, Inc. (NYSE:ROL) successful its 4th fourth 2025 capitalist letter:

"Rollins, Inc. (NYSE:ROL) is simply a premier planetary user and commercialized services company, providing indispensable pest power services done brands specified arsenic Orkin. The company’s banal appreciated pursuing a coagulated 3Q25 net study that demonstrated its accordant pricing powerfulness and recurring gross stability. The institution reported integrated maturation of 7.2%-led by commercialized integrated maturation of 8.4%. The institution besides showed beardown incremental margins of 35%. Additionally, a double-digit summation successful the quarterly dividend highlighted management’s assurance successful aboriginal currency flows. ROL remains a halfway holding owed to its antiaircraft characteristics and quality to compound net done assorted economical cycles."

UBS Reassesses Rollins (ROL) Ahead of Earnings, Maintains Neutral View

Rollins, Inc. (NYSE:ROL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge money portfolios held Rollins, Inc. (NYSE:ROL) astatine the extremity of the 3rd quarter, up from 42 successful the erstwhile quarter. In 2025, Rollins, Inc. (NYSE:ROL) reported grounds gross of $3.8 billion, marking an summation of 11% year-over-year. While we admit the imaginable of Rollins, Inc. (NYSE:ROL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

Read Entire Article