Rightmove Shares Jump on Strong Earnings and AI Innovation

Rightmove (LON: RMV) saw its shares jump over 5% today after announcing robust audited results for the year ended December 31, 2025.

The UK's largest property portal reported strong financial growth and accelerated innovation, particularly in AI integration, driving positive investor sentiment.

Revenue reached £425.1 million, a 9% increase compared to £389.9 million in 2024. Underlying operating profit also rose by 9% to £297.7 million. Basic earnings per share (EPS) climbed 15% to 28.1p, while underlying EPS increased by 11% to 29.1p.

The company's strategic growth areas, including Commercial Property, Mortgages, and Rental Services, experienced a combined revenue increase of 25% year-on-year, highlighting successful diversification efforts. A final dividend of 6.59p per share was announced, up 8% from the previous year, alongside a new £90 million share buyback program to be completed by July 31, 2026, rewarding shareholders and signaling confidence in the company's financial position.

Average Revenue per Advertiser (ARPA) increased by 6% to £1,621, driven by product-led growth across both Agency and New Homes segments. Agency membership grew by 2%, demonstrating strong partner retention and new agent formation, which was the highest on record due to favorable market conditions and lower interest rates.

Consumer engagement remained high, with 16.8 billion minutes spent on the platform, a 2% increase from the previous year. Rightmove's share of time spent on property portals remained strong, exceeding 80% according to Comscore and 70% according to SimilarWeb/Data.ai/SensorTower.

Rightmove's commitment to technological innovation is evident in the 24% increase in product and feature releases, with 31 live AI initiatives across the business. The company's multi-year collaboration with Google Cloud has further enhanced its infrastructure, platform, data, and AI capabilities.

The strong earnings report and positive outlook for 2026 are likely to attract further investor interest in Rightmove. The accelerated investment in innovation and the share buyback program could provide additional support for the stock price in the short term. However, investors should monitor the impact of increased investment on underlying operating profit growth, which is projected to be lower in 2026.

Johan Svanstrom, CEO of Rightmove, stated, “These strong business results demonstrate the high quality and sustained usage of the Rightmove platform in all property market cycles,” reinforcing the company’s commitment to delivering value through innovation and data-driven solutions.