Moonpig (LON: MOON) Shares Jump 10% as FY26 Profit Beats Estimates Under New CEO

Moonpig Group (LON: MOON) delivered a standout performance on June 25, 2026. Shares jumped over 10% after the online greeting card and gifting company reported full-year profit ahead of analyst forecasts. Adjusted earnings per share rose 19.5% the first annual results since CEO Catherine Faiers joined in March. The numbers beat on every key metric: EBITDA, EPS, profit before tax, and free cash flow. A £65 million FY27 buyback announcement added further weight to the move.

FY26 Full-Year Results: Beat Across the Board

The financials for the year ended April 30, 2026, show a business firing on all cylinders. Revenue rose 6.5% to £373 million, in line with the £372.7 million consensus estimate. Adjusted EBITDA rose 8.1% to £104.6 million, above the £101.6 million average analyst estimate. Adjusted profit before taxation came in at £76.5 million, against a consensus of £71.5 million.

FY26 Key Metrics at a Glance

• Revenue: £373 million (+6.5% YoY) 
• Adjusted EBITDA: £104.6 million (+8.1%) vs. £101.6 million estimate 
• Adjusted EBITDA Margin: 28%, up from 27.6%, beat the 27.3% forecast 
• Adjusted EPS: 18 pence vs. 16.5 pence estimate (+19.5% YoY) 
• Free Cash Flow: £73.5 million (+11.2% from £66.1 million)
• Net Debt: £108.1 million below the £110.6 million analyst forecast 

Brand Performance: Moonpig UK and Greetz Both Grow

The two-brand structure delivered consistent growth in FY26. The Moonpig brand grew revenue 8.6% for the second consecutive year, while Greetz returned to growth at 1.5% in constant currency. Active customers grew to 12.3 million, supported by higher average order values and growth in premium gifting. The Greetz recovery is particularly notable, as its return to positive territory removes a key bear argument against the stock.

Shareholder Returns: Dividend Up 25%, New £65M Buyback

Moonpig backed its earnings beat with a shareholder-friendly capital return package. The company proposed a final dividend of 2.5 pence per share, taking the total FY26 dividend to 3.75 pence, a 25% increase from 3 pence. The company completed £60 million of share buybacks during the year and intends to undertake further share buybacks of up to £65 million in FY27.

Catherine Faiers: A Clean Start for Moonpig’s New CEO

The FY26 results carry extra significance as the first full-year set under CEO Catherine Faiers, who joined in March 2026. Faiers highlighted Moonpig’s opportunity to build on proprietary data and strong customer relationships to become even more relevant, citing a confident outlook for sustained growth. The market responded immediately. A 10% share price jump on results day is a strong early vote of confidence in her leadership.

Analyst View and Price Targets

The Street was already positioned positively on Moonpig ahead of the results. RBC analyst Ross Broadfoot maintained his outperform rating and 300 pence price target, implying 42% upside to Tuesday’s closing price of 211 pence. The group trades at 7.1 times FY27 adjusted EBITDA. The average 12-month price target for Moonpig is 299.44 pence, with a high estimate of 330 pence and a low of 235 pence, with 8 analysts rating the stock a Strong Buy.

Related Stocks to Watch Alongside Moonpig

Moonpig competes in the UK online gifting and consumer tech space. Relevant peers include:

• Card Factory: UK bricks-and-mortar greeting card retailer, a direct competitor
• THG Plc (LON: THG) UK e-commerce and beauty platform with gifting exposure
• Next Plc (LON: NXT) UK retail giant with expanding gifting and online capabilities
• Pets at Home (LON: PETS) UK consumer discretionary peer with loyalty data model similarities

Moonpig’s June 25, 2026, results mark a clean break from its recent trading range and with a £65 million buyback locked in for FY27, the shareholder returns story has clear momentum.

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice