Morgan Stanley Cuts Rollins (ROL) Price Target to $43

Morgan Stanley has reaffirmed its Overweight rating on Rollins, Inc. with a revised price target of $43.00, a 28.99% upside from the current price.

By TradeTexts Research Desk · Published Oct 16, 2026, 2:25 PM EDT

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Morgan Stanley cut its price target on Rollins, Inc. ($ROL) to $43 from $45 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $ROL is up 4.0% to date (from the $32.15 close on Oct 13, 2026).

ROL Rollins, Inc.

$33.45 -42.67% year to date

Daily close · Oct 16, 2026

Key Points

Morgan Stanley has reiterated its Overweight rating on Rollins, Inc. with a target of $43.00, reduced from $45.00 on October 13, 2026.
Morgan Stanley's $43 price target implies 28.99% upside from Rollins, Inc.'s ($ROL) current $33.34 share price.
Shares of Rollins, Inc. recently traded around $33.34, which is about 22.5% below the new target price.
The company is set to announce its next earnings on October 28, 2026, following a year-over-year revenue growth of 7.9%.

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Morgan Stanley has reiterated its Overweight rating on Rollins, Inc. (NYSE: ROL) on October 13, 2026, lowering its price target from $45.00 to $43.00. This new target reflects the firm's long-term positive outlook despite the recent adjustments.

Other Institutional Activity in Rollins, Inc.

Several other institutional investors have made changes to their holdings in Rollins. Blackrock Inc. grew its holdings by 231,833 shares, bringing its total to about 28.9 million shares worth approximately $965.1 million. Vanguard Capital Management LLC added 114,167 shares, ending with roughly 19.8 million shares valued at about $662.2 million. Vanguard Portfolio Management LLC increased its stake by 518,434 shares, totaling around 16.9 million shares valued at approximately $567.9 million. State Street Corporation boosted its position by 487,645 shares, now holding about 13.6 million shares worth around $453.6 million. Geode Capital Management, LLC also increased its holdings by 90,010 shares, resulting in about 11.8 million shares valued at approximately $394.0 million.

Rollins, Inc. Stock Up 2.8%

Currently, Rollins, Inc. shares are trading around $33.34 as of October 16, 2026. This price is 22.5% below Morgan Stanley's new target of $43.00. The stock has seen fluctuations recently, and the adjustment in the price target suggests a cautious approach as the company heads into its next earnings report.

12-month forecast

$ROL price target

Rollins, Inc. daily closes and this analyst's $43 target. Not advice.

Recent Earnings

For the trailing twelve months, Rollins, Inc. reported revenue of approximately $3.92 billion and an earnings per share (EPS) of $1.10. The company's return on equity (ROE) stands at 37.0%, with a net margin of 13.6%. The upcoming earnings report on October 28, 2026, will provide further insights into the company's performance amidst these changes.

Insider Buying and Selling at Rollins, Inc.

Elizabeth B. Chandler, the General Counsel of Rollins, sold 14,201 shares on February 25, 2026, at an average price of $59.36, totaling about $842,971. This sale occurred before the recent analyst updates and does not necessarily reflect the company's current outlook.

Analysts Set New Price Targets

On October 13, 2026, Morgan Stanley maintained its Overweight rating on Rollins, Inc. with a target price of $43.00, down from a prior target of $45.00. Additionally, JP Morgan also maintained its Neutral rating with a target of $35.00 on the same day. The consensus from analysts shows a mixed outlook, with Morgan Stanley remaining optimistic while others like Wells Fargo maintain a more cautious stance with an Underweight rating and a target of $27.00.

About Rollins, Inc.

Rollins, Inc., headquartered in Atlanta, GA, provides pest and wildlife control services through its subsidiaries. The company serves both residential and commercial customers across the United States and internationally. Its offerings include solutions for common pests and workplace pest control tailored to various industries.

Bottom Line

With the next earnings report approaching on October 28, 2026, investors will be watching closely for updates on Rollins' performance. Morgan Stanley’s adjusted price target suggests a cautious outlook, and further analyst opinions will likely shape the stock's trajectory in the coming weeks.