Rightmove (LON:RMV) Announces Quarterly Earnings Results

Rightmove (LON:RMV) issued its quarterly earnings data on Friday. The company reported GBX 29.10 earnings per share (EPS) for the quarter, Digital Look Earnings reports. Rightmove had a return on equity of 293.54% and a net margin of 52.69%.

Here are the key takeaways from Rightmove’s conference call:

• Strong 2025 financials: Revenue and underlying operating profit both grew 9%, underlying EPS rose 11%, ARPA increased by £97 to £1,621, and time on site reached the second-highest level on record—signals of continued core business strength.
• Product and AI progress: Rightmove reported 31 live strategic AI projects, rolled out conversational search (users who engage are ~3x more likely to send a lead) and launched Online Agent Valuation, indicating accelerating monetizable innovation.
• Step-up in investment and costs for 2026: Management expects >100 hires, higher labour capitalisation, SG&A growth of ~20–30% and ~£12m of incremental post-capitalization investment, which will pressure near-term profit growth.
• Guidance for 2026: Revenue growth targeted at 8–10% with underlying operating profit growth of 3–5% and a minimum underlying margin of 67%, ARPA guidance of £110–£120 and membership growth ~1%.
• Shareholder returns and balance sheet moves: £220m returned in 2025 (buybacks £141m, dividends £79m), a new £90m buyback through July and a final dividend lift, while cash reserves will be reduced to ~£20m.

Rightmove Stock Performance

RMV stock traded up GBX 22.29 during trading on Friday, hitting GBX 451.09. 8,422,689 shares of the company’s stock traded hands, compared to its average volume of 26,480,906. The stock has a market capitalization of £3.43 billion, a price-to-earnings ratio of 17.35, a price-to-earnings-growth ratio of 2.58 and a beta of 1.05. Rightmove has a 52 week low of GBX 410.70 and a 52 week high of GBX 827. The stock has a fifty day moving average price of GBX 483.43 and a two-hundred day moving average price of GBX 599.29. The company has a quick ratio of 2.55, a current ratio of 1.83 and a debt-to-equity ratio of 10.15.

Analyst Ratings Changes

A number of analysts recently issued reports on RMV shares. Royal Bank Of Canada upgraded shares of Rightmove to an “outperform” rating and decreased their target price for the stock from GBX 805 to GBX 775 in a research report on Monday, November 10th. Jefferies Financial Group cut their target price on Rightmove from GBX 485 to GBX 465 and set an “underperform” rating on the stock in a research report on Tuesday, November 25th. Berenberg Bank reduced their price target on shares of Rightmove from GBX 850 to GBX 785 and set a “buy” rating on the stock in a research report on Monday, November 10th. Peel Hunt reaffirmed a “buy” rating and issued a GBX 885 target price on shares of Rightmove in a research report on Friday, November 7th. Finally, JPMorgan Chase & Co. raised their price target on shares of Rightmove from GBX 500 to GBX 527 and gave the company an “underweight” rating in a report on Wednesday, December 3rd. Four investment analysts have rated the stock with a Buy rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of GBX 708.67.

Rightmove Company Profile

Rightmove plc, together with its subsidiaries, operates online digital property advertising and information portals in the United Kingdom and internationally. The company operates through Agency, New Homes, and Other segments. The Agency segment provides property resale and letting advertising services on its platforms. The segment also offers tenant references and rent guarantee insurance services to landlords. The New Homes segment provides property advertising services to new home developers and housing associations on its platforms.