Wells Fargo Cuts Rollins (ROL) Price Target to $26

Wells Fargo reiterated its Underweight rating on Rollins, Inc. (ROL) on October 23, 2026, while lowering its price target from $27.00 to $26.00. The research note provides a cautious look at the pest control services provider as Wall Street firms update their outlooks. Rollins closed at $34.58 on the day of the rating change.

ROL Rollins, Inc.

$35.31 ▼ -39.49% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Wells Fargo's Call on Rollins

On October 23, 2026, Wells Fargo maintained its Underweight rating on Rollins, shifting its price target down to $26.00 from $27.00. The firm remains more cautious on the shares than the broader analyst community. Other major financial institutions have also adjusted their views recently. UBS maintained a Neutral rating on October 14, 2026, and lowered its target from $43.00 to $36.00. Citigroup maintained a Neutral rating on October 15, 2026, while cutting its target from $46.00 to $32.00. Canaccord Genuity maintained a Hold rating on October 19, 2026, moving its target from $45.00 to $36.00. Bernstein also maintained a Market Perform rating on October 19, 2026, reducing its target from $42.00 to $35.00.

Other Institutional Activity in Rollins

Large institutional investors have made adjustments to their holdings in the pest control company. Kayne Anderson Rudnick Investment Management LLC reduced its holdings by 1,490,181 shares, ending with 8,211,517 shares worth about $283,954,272. Select Equity Group LP trimmed its position by 483,411 shares, finishing with 4,283,955 shares valued at roughly $148,139,171.

Rollins, Inc. Stock Up 5.6%

Rollins recently traded around $35.31, up about 2.1% from its event-day close of $34.58 on October 23, 2026. The stock trades above its 50-day moving average of $33.75, but remains below its 200-day moving average of $47.70. The company carries a market capitalization of roughly $17.0 billion and a price-to-earnings ratio of 32.39.

Recent Earnings

Rollins reported trailing twelve month revenue of nearly $4.0 billion alongside trailing earnings of $1.09 per share. The company operates with a net profit margin of 13.2% and a return on equity of 36.0%. Investors can expect the company's next earnings report on February 10, 2027.

Dividend

Rollins pays an annual dividend rate of $0.73 per share, translating to a dividend yield of 2.27% based on current trading levels. The payout ratio sits at 64.9%.

Insider Buying and Selling at Rollins, Inc.

General Counsel Elizabeth B. Chandler sold 14,201 shares of Rollins stock on February 25, 2026, at an average price of $59.36 for a total value of $842,971. The transaction was not executed under a Rule 10b5-1 trading plan.

Analysts Set New Price Targets

Wall Street maintains a consensus hold rating on the stock with a mean price target of $38.59 across 17 analyst opinions. Targets range from a low of $27.00 to a high of $66.00.

About Rollins

Headquartered in Atlanta, Georgia, Rollins provides pest and wildlife control solutions to residential and commercial customers. Its services protect properties from common household pests, rodents, and insects, while its commercial offerings support healthcare facilities, food service providers, and logistics operations.

Bottom Line

Investors will watch for further institutional filing updates and the upcoming earnings release on February 10, 2027. Market participants continue to weigh cautious analyst targets against the company's broader operational performance.