Rightmove (LON:RMV) Releases Quarterly Earnings Results

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

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 Up 5.2%

Shares of LON RMV traded up GBX 22.29 during mid-day trading on Friday, reaching GBX 451.09. The company had a trading volume of 8,422,689 shares, compared to its average volume of 26,480,906. The company has a debt-to-equity ratio of 10.15, a quick ratio of 2.55 and a current ratio of 1.83. The company has a market capitalization of £3.43 billion, a price-to-earnings ratio of 17.35, a PEG ratio of 2.58 and a beta of 1.05. The stock has a fifty day moving average of GBX 483.43 and a two-hundred day moving average of GBX 599.29. Rightmove has a 12-month low of GBX 410.70 and a 12-month high of GBX 827.

Wall Street Analysts Forecast Growth

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

About Rightmove

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.