London, February 15, 2026, 15:56 GMT — Market closed.
Rightmove (RMV.L) shares last closed down 1.2% at 430.0 pence on Friday, leaving the UK property portal pinned near its 52-week low — the weakest level in the past year. The stock traded as low as 430.0 pence and as high as 441.9, and remains well below a 52-week high of 827.0 pence, according to Hargreaves Lansdown data. (Hargreaves Lansdown)
That matters going into Monday’s session because the selloff has shifted from a one-day move into a wider confidence issue. Investors want to know whether Rightmove can keep pushing through higher fees to estate-agent customers while it spends more on product and technology.
Rates are part of the mix again. Housing-linked names tend to move with expectations for mortgage costs, and a single inflation print can reset those bets in a hurry.
Industry publication The Negotiator reported that Rightmove’s shares have dropped about 15% over the past month and hit a five-year low, with estate agents complaining about proposed fee increases of up to 18%. Dan Coatsworth, head of markets at AJ Bell, said: “It’s no coincidence that Rightmove’s shares have been in steady decline since announcing last November it would make AI-related investments.” (The Negotiator)
Rightmove has already warned that heavier investment would slow profit growth. In November, the company said it expects to invest about 18 million pounds in 2026, and guided to underlying operating profit growth of 3% to 5% — “underlying” meaning stripped of one-off items — with revenue growth of 8% to 10%. (Reuters)
A separate overhang sits with agents and fees. Reuters reported in November that Rightmove could face a 1 billion pound legal claim led by Jeremy Newman, alleging “excessive and unfair fees”, and that the company said it was confident in the value it provides to partners. (Reuters)
On the macro side, Bank of England chief economist Huw Pill said on Friday that underlying inflation is settling at about 2.5% and interest rates are “a little bit too low”, arguing that further cuts would be inappropriate. He spoke after the BoE voted 5-4 last week to leave rates unchanged at 3.75%, Reuters reported. (Reuters)
Traders will get a fresh data point this week. The Office for National Statistics’ release calendar shows the UK’s consumer price inflation data for January is due on February 18 at 0700 GMT. (Office for National Statistics)
For Rightmove, the next company catalyst is close. Its investor calendar shows full-year results are scheduled for February 27. (Rightmove Plc)
But the downside case is easy to sketch: if agent pushback turns into cancellations or slower renewals, pricing power can fade quickly, and that hits a business built on subscriptions. A stickier-rate backdrop would not help either, particularly if mortgage affordability worsens and housing activity softens.
