
The headline: still the market's favorite estate agent
Rightmove wrapped up 2025 with a pretty tidy set of results. Revenue rose 9% to £425.1 million, underlying operating profit also grew 9% to £297.7 million, and basic EPS jumped 15% to 28.1p. That’s the kind of report that says, “Yes, the house is in order,” without sounding remotely house-prices-obsessed.
The growth engine is getting spicy
The real kicker is where the growth came from. Rightmove said revenue from its strategic growth areas — Commercial Property, Mortgages, and Rental Services — was up 25% year over year. In plain English: it’s not just listing homes anymore. The company is trying to become more of a full-service property platform, which is a fancier way of saying it wants more ways to make money from the same visitor traffic.
Cash back for the shareholders
Management also announced a £90 million share buyback, set to finish by 31 July 2026, plus a final dividend of around £50 million to be paid in May 2026. Add in the 21.4 million shares already purchased and cancelled, and you’ve got a company that’s not exactly shy about returning cash when the balance sheet allows it.
What investors should watch next
Rightmove is forecasting 8% to 10% revenue growth in 2026, with those strategic growth areas expected to grow even faster at 20% to 30%. That’s the part the market will care about: can Rightmove keep squeezing more growth out of the same property ecosystem without running out of room?
Big picture: this is a classic “steady business, growing add-ons, and cash to spare” story — not flashy, but the kind that can keep long-term investors pleasantly caffeinated.
