Rollins (NYSE:ROL) Stock Gets Price Target Reduction from Wells Fargo & Company

Posted by Stanley Muller on Oct 26th, 2026

Rollins (NYSE:ROL – Free Report) had its price objective cut by Wells Fargo & Company from $27.00 to $26.00 in a report issued on Friday morning,Benzinga reports. They currently have an underweight rating on the business services provider’s stock.

A number of other equities analysts have also commented on ROL. Zacks Research lowered Rollins from a “hold” rating to a “strong sell” rating in a research note on Tuesday, July 28th. The Goldman Sachs Group set a $42.00 price objective on Rollins in a research note on Thursday. Barclays set a $45.00 price objective on Rollins and gave the stock an “overweight” rating in a report on Friday, July 24th. Raymond James Financial set a $35.00 price objective on Rollins in a report on Thursday, July 23rd. Finally, Weiss Ratings downgraded Rollins from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $40.82.

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Rollins Stock Up 0.1%

ROL opened at $34.87 on Friday. The company has a market capitalization of $16.67 billion, a PE ratio of 31.99, a price-to-earnings-growth ratio of 3.91 and a beta of 0.73. The firm has a 50-day simple moving average of $33.71 and a two-hundred day simple moving average of $42.47. The company has a quick ratio of 0.58, a current ratio of 0.62 and a debt-to-equity ratio of 0.35. Rollins has a 52 week low of $29.28 and a 52 week high of $66.14.

Rollins (NYSE:ROL – Get Free Report) last issued its earnings results on Wednesday, October 21st. The business services provider reported $0.34 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.34. The firm had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.11 billion. Rollins had a return on equity of 39.43% and a net margin of 13.19%. The business’s revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.35 earnings per share. Analysts forecast that Rollins will post 1.15 earnings per share for the current fiscal year.

Rollins Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a yield of 2.3%. This is a positive change from Rollins’s previous quarterly dividend of $0.1825. The ex-dividend date is Tuesday, November 10th. Rollins’s dividend payout ratio (DPR) is presently 66.97%.

Institutional Investors Weigh In On Rollins

Several hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. bought a new position in Rollins during the 2nd quarter valued at about $1,204,334,000. State Street Corp raised its position in Rollins by 3.7% in the 2nd quarter. State Street Corp now owns 13,561,228 shares of the business services provider’s stock worth $566,046,000 after purchasing an additional 488,046 shares during the period. AMF Tjanstepension AB lifted its stake in Rollins by 2.4% in the first quarter. AMF Tjanstepension AB now owns 3,669,234 shares of the business services provider’s stock worth $195,974,000 after purchasing an additional 87,139 shares during the last quarter. USS Investment Management Ltd lifted its stake in Rollins by 55.9% in the first quarter. USS Investment Management Ltd now owns 3,131,337 shares of the business services provider’s stock worth $167,260,000 after purchasing an additional 1,123,237 shares during the last quarter. Finally, Pictet Asset Management Holding SA lifted its stake in Rollins by 188.2% in the first quarter. Pictet Asset Management Holding SA now owns 2,908,818 shares of the business services provider’s stock worth $155,335,000 after purchasing an additional 1,899,515 shares during the last quarter. Hedge funds and other institutional investors own 51.79% of the company’s stock.

Key Rollins News

Here are the key news stories impacting Rollins this week:

Positive Sentiment: Third-quarter revenue increased 6.2% year over year to approximately $1.09 billion. Commercial pest control and termite services performed relatively well, and direct-sales and door-to-door channels grew faster than digital acquisition channels. Rollins: 3 Key Takeaways for Long-Term Investors
Positive Sentiment: Management expects 2026 organic revenue growth of roughly 4% to 6% and is shifting marketing resources toward customer-acquisition channels that generate better returns as traditional online search becomes less effective. Rollins outlines 2026 organic growth guidance
Neutral Sentiment: Analyst discussions highlighted the impact of AI-generated search results on lead volumes, particularly in residential pest control. Investors are watching whether Rollins can replace lost digital traffic with direct sales, referrals and other channels. Rollins Q3 2026 earnings call highlights
Negative Sentiment: Although earnings per share of $0.34 matched one consensus estimate, revenue fell short of expectations of about $1.11 billion, while EPS declined from $0.35 a year earlier. Organic revenue growth was only 4.4%, signaling weaker underlying momentum. Rollins third-quarter 2026 financial results
Negative Sentiment: Operating income slipped 1.0% and operating margin contracted by 140 basis points to 20.5%, pressured by higher insurance and other costs. Weak residential demand and elevated customer-acquisition challenges are raising concerns about near-term profitability. ROL Q3 earnings miss estimates
Negative Sentiment: Wells Fargo lowered its price target from $27 to $26 and maintained an “underweight” rating. Unusually high put-option activity and Polen Capital’s decision to sell its position add to the cautious sentiment surrounding ROL. Wells Fargo analyst action

About Rollins

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Rollins, Inc is a provider of pest and termite control services for residential and commercial customers. The company offers protection against common pests such as ants, cockroaches, rodents, termites, mosquitoes and bedbugs, along with wildlife control and other specialty services.

Rollins serves customers through a portfolio of regional and international brands, including Orkin, the company’s best-known pest control business; HomeTeam Pest Defense; Western Pest Services; Critter Control; and other local and specialized operations.