Rightmove plc

Report azionario LSE:RMV

Capitalizzazione di mercato: UK£3.3b

Rightmove Gestione

Criteri Gestione verificati 3/4

Rightmove Il CEO è Johan Svanstrom, nominato in Mar2023, e ha un mandato di 3.17 anni. la retribuzione annua totale è £ 1.58M, composta da 40.2% di stipendio e 59.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di £ 62.98K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 4.8 anni.

Informazioni chiave

Johan Svanstrom

Amministratore delegato

UK£1.6m

Compenso totale

Percentuale dello stipendio del CEO40.15%
Mandato del CEO3.2yrs
Proprietà del CEO0.002%
Durata media del management1.3yrs
Durata media del Consiglio di amministrazione4.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 02

RMV: Capital Returns And Margin Resilience Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Rightmove from about £7.85 to £7.65, reflecting slightly higher discount rate assumptions, modestly different long term margin expectations, and recent price target cuts to £5.21 and £7.65 from the Street. Analyst Commentary Recent research commentary around Rightmove has centered on recalibrated price targets, with JPMorgan and RBC Capital adjusting their views while maintaining clear opinions on the shares.
Aggiornamento della narrazione Apr 18

RMV: Capital Returns And Strong Margins Will Support Future Shareholder Returns

Rightmove's updated fair value estimate of £5.69, slightly below the prior £5.75, reflects analysts' reduced price targets, including JPMorgan's move to £5.21 and RBC Capital's to £7.65, along with modest adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research on Rightmove has focused on incremental cuts to price targets and how those tie back to expectations for execution, growth and valuation.
Aggiornamento della narrazione Apr 04

RMV: Capital Returns And Margin Resilience Will Support Long Term Shareholder Returns

Rightmove's updated analyst price targets have edged lower, with cuts of up to £0.32 per share, as analysts factor in slightly higher discount rates, a reduction in assumed profit margins, and more conservative future P/E assumptions despite steady revenue growth expectations. Analyst Commentary Recent Street research on Rightmove shows a clear split between analysts who still see upside in the business model and those who are becoming more cautious on valuation and execution risk.
Aggiornamento della narrazione Mar 21

RMV: Fair Value View Will Face Ongoing Underweight Rating And Buyback Reassessment

Rightmove's updated analyst price target has been cut by £0.45, reflecting lower fair value assumptions and reduced expectations for revenue growth, profit margins and future P/E, in line with recent target reductions and rating changes from major banks. Analyst Commentary Recent Street research on Rightmove has tilted more cautious, with several Bearish analysts trimming price targets and, in one case, shifting to a more negative rating.
Aggiornamento della narrazione Mar 06

RMV: Capital Returns And AI Execution Will Drive Future Upside

Analysts have trimmed their price targets on Rightmove, with one moving from £7.75 to £7.65 and another from £8.15 to £5.10, reflecting updated views on fair value, discount rates and growth assumptions. Analyst Commentary Recent research on Rightmove shows a split in opinion, with some analysts turning more cautious and others still seeing upside based on the current share price, earnings profile and cash generation potential.
Aggiornamento della narrazione Feb 20

RMV: Fair Value View Will Contrast With Rising Underweight Profit Pressure Concerns

Rightmove's analyst price targets have pulled back sharply to around £5.00 to £5.10 per share, with analysts pointing to a slightly higher discount rate, a modestly lower future P/E assumption, and updated 2026 outlooks as key reasons for the reset. Analyst Commentary Recent Street research reflects a more cautious tone on Rightmove, with several bearish analysts trimming price targets and, in one case, moving to a more negative rating stance.
Aggiornamento della narrazione Feb 06

RMV: Artificial Intelligence Execution Will Support Long Term Returns Despite Competitive Pressure

Narrative Update on Rightmove Our analyst price target for Rightmove has been reduced from £6.57 to £6.23. This reflects recent cuts to Street targets in the £5.00 to £5.85 range, as analysts factor in higher discount rates, slightly different growth assumptions and the view that increased competition and investment in artificial intelligence may weigh on nearer term returns.
Aggiornamento della narrazione Jan 22

RMV: AI Execution Will Drive Future Upside Despite Recent Rating Cuts

Analysts have trimmed their price expectations for Rightmove, with the updated fair value estimate now implying a smaller uplift versus prior targets that had clustered around £5.00 to £5.85. This reflects recent sector downgrades, slightly higher discount rates, modestly adjusted growth and margin assumptions, and a marginally lower future P/E of about 30x.
Aggiornamento della narrazione Jan 08

RMV: Artificial Intelligence Execution Will Support Profitability Despite Competitive Headwinds

Narrative Update on Rightmove The analyst price target for Rightmove has been revised lower, with recent cuts to £5.00, £5.55, £5.85 and £5.70 per share, as analysts factor in higher competition, a reset in guidance, and the view that the new artificial intelligence driven strategy could pressure near term profitability. Analyst Commentary Recent research updates on Rightmove highlight a clear tilt toward caution, with multiple price target cuts and rating downgrades as analysts reassess execution risk around the new artificial intelligence driven strategy and a tougher competitive backdrop.
Aggiornamento della narrazione Dec 23

RMV Will Face Profit Pressure As AI Pivot Meets Rising Competition

Rightmove's analyst price target has been revised down from about £5.55 to £5.00, reflecting analysts' concerns over rising competitive pressures, a reset in guidance, and expectations that the company's AI driven growth strategy will weigh on near term profitability. Analyst Commentary Recent Street research has reinforced a cautious tone around Rightmove's equity story, with multiple bearish analysts cutting price targets and reassessing the risk reward profile as the company pivots toward an artificial intelligence driven strategy.
Aggiornamento della narrazione Dec 09

RMV: Artificial Intelligence Will Drive Future Efficiency Despite Competitive Pressures

The analyst price target for Rightmove has been reduced modestly, reflecting analysts' reassessment of the shares amid lowered Street targets in the 500 to 585 GBp range and concerns over intensifying competition and near-term profit pressure from its new AI-driven strategy. Analyst Commentary Street research on Rightmove has turned more cautious overall, with most recent actions centered on target cuts and rating downgrades as analysts factor in execution risk around the AI driven strategy and a more competitive landscape.
Aggiornamento della narrazione Nov 25

RMV: Artificial Intelligence Will Drive Efficiency Despite Competitive Pressures

Analysts have reduced their price targets for Rightmove, with estimates dropping from as high as 879 GBp to a range of 555 to 585 GBp, citing increased competition and anticipated profit pressures amid the company’s shift to an artificial intelligence-driven growth strategy. Analyst Commentary Recent analyst actions have highlighted both optimism and caution surrounding Rightmove's outlook, reflecting the company's evolving position in the market and its embrace of artificial intelligence-driven strategies.
Aggiornamento della narrazione Nov 10

RMV: Market Share Will Face Greater Challenge As Competition Increases

Rightmove's analyst price target has decreased sharply, with new estimates falling from approximately £8.79 to around £5.85. Analysts cite concerns over profit pressures, heightened competition, and the ongoing impact of the company's strategic shift towards artificial intelligence-driven growth.
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Nuova narrazione Mar 02

Optimiser Edge And AI Will Drive Future Product Innovation

Increased investment in AI and tailored products is expected to drive future revenue growth and enhance net margins.
Articolo di analisi Sep 23

Rightmove (LON:RMV) Has Announced A Dividend Of £0.037

Rightmove plc ( LON:RMV ) will pay a dividend of £0.037 on the 25th of October. This makes the dividend yield about the...
Articolo di analisi Sep 02

Rightmove (LON:RMV) Has Announced A Dividend Of £0.037

The board of Rightmove plc ( LON:RMV ) has announced that it will pay a dividend of £0.037 per share on the 25th of...
Articolo di analisi Aug 26

Is Rightmove plc (LON:RMV) Potentially Undervalued?

Rightmove plc ( LON:RMV ), is not the largest company out there, but it saw significant share price movement during...
Articolo di analisi Jul 30

Rightmove's (LON:RMV) Dividend Will Be £0.037

Rightmove plc ( LON:RMV ) has announced that it will pay a dividend of £0.037 per share on the 25th of October. This...
Articolo di analisi Jun 24

Unpleasant Surprises Could Be In Store For Rightmove plc's (LON:RMV) Shares

Rightmove plc's ( LON:RMV ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a sell right now...
Articolo di analisi May 27

Estimating The Intrinsic Value Of Rightmove plc (LON:RMV)

Key Insights Rightmove's estimated fair value is UK£5.56 based on 2 Stage Free Cash Flow to Equity Current share price...
Articolo di analisi Mar 24

Rightmove (LON:RMV) Is Increasing Its Dividend To £0.057

The board of Rightmove plc ( LON:RMV ) has announced that it will be increasing its dividend by 9.6% on the 24th of May...
Articolo di analisi Mar 05

Rightmove's (LON:RMV) Shareholders Will Receive A Bigger Dividend Than Last Year

Rightmove plc ( LON:RMV ) has announced that it will be increasing its periodic dividend on the 24th of May to £0.057...
Articolo di analisi Mar 03

Rightmove plc's (LON:RMV) Business Is Yet to Catch Up With Its Share Price

With a price-to-earnings (or "P/E") ratio of 22.7x Rightmove plc ( LON:RMV ) may be sending bearish signals at the...
Articolo di analisi Jan 23

A Look At The Intrinsic Value Of Rightmove plc (LON:RMV)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rightmove fair value estimate is UK£4.92 Rightmove's UK£5.40...
Articolo di analisi Dec 28

Do Rightmove's (LON:RMV) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Dec 07

Should You Investigate Rightmove plc (LON:RMV) At UK£5.64?

While Rightmove plc ( LON:RMV ) might not be the most widely known stock at the moment, it saw a significant share...
Articolo di analisi Oct 16

Estimating The Intrinsic Value Of Rightmove plc (LON:RMV)

Key Insights Rightmove's estimated fair value is UK£5.04 based on 2 Stage Free Cash Flow to Equity Rightmove's UK£5.86...
Articolo di analisi Sep 25

Here's Why We Think Rightmove (LON:RMV) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Aug 28

Rightmove (LON:RMV) Is Increasing Its Dividend To £0.036

Rightmove plc ( LON:RMV ) has announced that it will be increasing its periodic dividend on the 27th of October to...
Articolo di analisi Aug 14

Rightmove's (LON:RMV) Dividend Will Be Increased To £0.036

Rightmove plc ( LON:RMV ) has announced that it will be increasing its periodic dividend on the 27th of October to...
Articolo di analisi Jul 31

Rightmove's (LON:RMV) Dividend Will Be £0.036

Rightmove plc ( LON:RMV ) will pay a dividend of £0.036 on the 27th of October. This means that the annual payment will...
Articolo di analisi Jul 17

Is It Time To Consider Buying Rightmove plc (LON:RMV)?

While Rightmove plc ( LON:RMV ) might not be the most widely known stock at the moment, it received a lot of attention...
Articolo di analisi May 15

Rightmove plc's (LON:RMV) Intrinsic Value Is Potentially 20% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rightmove fair value estimate is UK£4.48 Rightmove is...
Articolo di analisi Apr 05

Rightmove (LON:RMV) Has Announced A Dividend Of £0.052

The board of Rightmove plc ( LON:RMV ) has announced that it will pay a dividend of £0.052 per share on the 26th of...
Articolo di analisi Mar 29

What Is Rightmove plc's (LON:RMV) Share Price Doing?

Rightmove plc ( LON:RMV ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Jan 06

Rightmove plc (LON:RMV) Shares Could Be 27% Above Their Intrinsic Value Estimate

Today we will run through one way of estimating the intrinsic value of Rightmove plc ( LON:RMV ) by projecting its...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Johan Svanstrom rispetto agli utili di Rightmove?
DataCompenso totaleStipendioUtili della società
Dec 31 2025UK£2mUK£636k

UK£217m

Sep 30 2025n/an/a

UK£210m

Jun 30 2025n/an/a

UK£204m

Mar 31 2025n/an/a

UK£198m

Dec 31 2024UK£2mUK£624k

UK£193m

Sep 30 2024n/an/a

UK£196m

Jun 30 2024n/an/a

UK£199m

Mar 31 2024n/an/a

UK£199m

Dec 31 2023UK£1mUK£518k

UK£199m

Compensazione vs Mercato: La retribuzione totale di Johan ($USD 2.13M ) è inferiore alla media delle aziende di dimensioni simili nel mercato UK ($USD 3.17M ).

Compensazione vs guadagni: La retribuzione di Johan è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Johan Svanstrom (54 yo)

3.2yrs
Mandato
UK£1,584,000
Compensazione

Mr. Johan Svanstrom served as a Partner & Investment Advisor of EQT Partners AB till November 2023. He joined the EQT Partners AB on January 01, 2019. He was Partner of EQT Partners AB from January 01, 201...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Johan Svanstrom
CEO & Executive Director3.2yrsUK£1.58m0.0019%
£ 63.0k
Ruaridh Christian Hook
CFO & Executive Director1.7yrsUK£901.00k0.0021%
£ 68.6k
Tarah Lourens
Chief Operating Officerno dataNessun datoNessun dato
David Cox
General Counselno dataNessun datoNessun dato
Matt Bushby
Chief Marketing Officer1.3yrsNessun datoNessun dato
Jennie Barker
Chief People Officer1.3yrsNessun datoNessun dato
Lydia Yao
Chief Strategy Officer1.3yrsNessun datoNessun dato
Dave Anderson
Chief Revenue Officer1.3yrsNessun datoNessun dato
Steven Pimblett
Chief Data Officer1.3yrsNessun datoNessun dato
Carolyn Pollard
Group Company Secretary3.7yrsNessun datoNessun dato
1.3yrs
Durata media

Gestione esperta: Il team dirigenziale di RMV non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Johan Svanstrom
CEO & Executive Director3.3yrsUK£1.58m0.0019%
£ 63.0k
Ruaridh Christian Hook
CFO & Executive Director1.7yrsUK£901.00k0.0021%
£ 68.6k
Jacqueline de Rojas
Senior Independent Non-Executive Director9.4yrsUK£93.00k0.00025%
£ 8.2k
Andrew Fisher
Independent Non-Executive Chairman6.3yrsUK£355.00k0.0053%
£ 176.1k
Lorna Tilbian
Independent Non-Executive Director8.3yrsUK£95.00k0.029%
£ 970.4k
Amit Tiwari
Independent Non-Executive Director6.9yrsUK£75.00kNessun dato
Amanda James
Independent Non-Executive Director1yrUK£60.00kNessun dato
Kriti Sharma
Independent Non-Executive Director2.8yrsUK£75.00kNessun dato
4.8yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RMV sono considerati esperti (durata media dell'incarico 4.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 00:30
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Rightmove plc è coperta da 32 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Fernando Cordero BarreiraBanco Santander
JULIEN ROCHBarclays
Andrew RossBarclays