Caledonia Investments to Sell Stake in Stonehage Fleming to Corient

Caledonia Investments ( (GB:CLDN) ) just unveiled an update.

Caledonia Investments has agreed to sell its minority stake in Stonehage Fleming, a leading multi-family office, to Corient Private Wealth. The transaction, expected to complete in the first half of 2026, will yield Caledonia approximately £288m, representing a 3.2 times return on investment. The sale underscores Stonehage Fleming’s growth and strategic expansion under Caledonia’s ownership, enhancing its position in the EMEA region. The proceeds from the sale will be held for future investments, while contingent considerations may add up to £9m based on future revenue growth targets.

Spark’s Take on GB:CLDN Stock

According to Spark, TipRanks’ AI Analyst, GB:CLDN is a Outperform.

Caledonia Investments PLC has a strong financial foundation with high profitability and a robust, debt-free balance sheet. The strategic execution of share buybacks further supports shareholder value. However, mixed technical signals and a moderate valuation suggest cautious optimism. Despite some revenue volatility, the company’s financial stability positions it well in the asset management industry.

To see Spark’s full report on GB:CLDN stock, click here.

More about Caledonia Investments

Caledonia Investments plc is a FTSE 250 self-managed investment trust company known for delivering consistent returns and progressive annual dividend payments. The company focuses on generating long-term real returns that outpace inflation and the FTSE All-Share index. Caledonia invests in both public and private markets, holding a diversified portfolio with global reach. In the private capital sector, Caledonia typically invests between £50m to £150m in private companies, providing enduring capital and support to management teams.

Average Trading Volume: 321,321

Technical Sentiment Signal: Strong Buy

Current Market Cap: £1.92B

For a thorough assessment of CLDN stock, go to TipRanks’ Stock Analysis page.