UK's Rightmove 2025 revenue rises, slightly beats estimates on robust product innovation

Rightmove

27/02/2026 07:11

Overview

UK property portal's 2025 revenue grew 9%, slightly beating analyst expectations

Adjusted operating profit for 2025 beat analyst estimates

Company announced £90 mln share buyback to be completed by July 2026

Outlook

Rightmove expects 2026 revenue growth of 8-10% driven by product uptake

Company anticipates stronger growth in second half of 2026

Rightmove forecasts 2026 underlying operating profit growth of 3-5%

Company plans £90m share buyback by July 2026

Result Drivers

PRODUCT INNOVATION - Rightmove released 24% more products and features, including AI-enabled tools, enhancing value for partners and consumers

STRATEGIC GROWTH AREAS - Revenue from commercial property, mortgages, and rental services grew 25% year-on-year

PARTNER ENGAGEMENT - Increased uptake of top packages and new products by estate agents and developers drove ARPA growth

Company press release: ID:nRSa6127Ua

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
GBP 425.10 mln
GBP 424.57 mln (17 Analysts)
FY Adjusted Operating Profit
Beat
GBP 297.70 mln
GBP 294.35 mln (16 Analysts)
FY Dividend
GBP 0.07
FY Operating Profit
GBP 287.90 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and 7 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Rightmove PLC is GBp660.00, about 53.9% above its February 26 closing price of GBp428.80

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 21 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)