Caledonia Investments (CALEF) Price & Analysis

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CALEF Stock Chart & Stats

$5.14

Market closed

$5.14

Day’s Range― - ―

52-Week Range$4.11 - $5.50

Previous CloseN/A

VolumeN/A

Average Volume (3M)178.00

Market Cap

$2.29B

Enterprise Value$1.62B

Total Cash (Recent Filing)$151.30M

Total Debt (Recent Filing)$0.00

Price to Earnings (P/E)―

Beta0.70

Next Earnings

May 26, 2026

EPS EstimateN/A

Next Dividend Ex-DateN/A

Dividend Yield1.84%

Share Statistics

EPS (TTM)0.32

Shares Outstanding519,720,600

10 Day Avg. Volume534

30 Day Avg. Volume178

Financial Highlights & Ratios

PEG Ratio-0.43

Price to Book (P/B)0.65

Price to Sales (P/S)17.67

P/FCF Ratio118.12

Enterprise Value/Market Cap0.71

Enterprise Value/Revenue16.60

Enterprise Value/Gross Profit16.76

Enterprise Value/Ebitda24.16

Forecast

1Y Price TargetN/A

Price Target UpsideN/A

Rating ConsensusN/A

Number of Analyst Covering0

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

Bulls Say, Bears Say

Bulls Say

Very Low Leverage / Strong Capital BaseNear-zero debt and a large, stable equity base provide durable financial flexibility. Low leverage reduces solvency risk in downturns, enables opportunistic deployment of capital into mispriced assets, supports dividend policy and cushions NAV volatility over multi-quarter horizons.

Robust Liquidity And Credit CapacitySubstantial cash balances plus a large undrawn facility supply enduring 'dry powder' for follow-on investments or opportunistic buys and help smooth distributions. This liquidity profile preserves strategic optionality and limits forced sales during market stress, supporting long-term returns.

Proven Realization And Segment ReturnsA high-multiple exit demonstrates Caledonia's ability to generate realized gains from private holdings and crystallize value for shareholders. Combined with strong public- and private-segment returns, this track record supports sustainable NAV growth and the firm's long-term investment credibility.

Bears Say

Earnings And Cash-flow VolatilityCaledonia's returns and distributable cash are driven by market valuations and timing of realizations, which creates persistent earnings swings. This variability complicates dividend predictability, capital planning and performance benchmarking across 2–6 month horizons, and raises execution risk.

Currency Exposure Reducing NAVSignificant FX moves can materially erode sterling NAV and realized returns from dollar-linked holdings. Currency risk is structural for a global investment portfolio and can offset investment gains, complicating long-term return consistency and requiring active hedging or allocation management.

Lower Funds-pool Activity And RealizationsReduced deal flow and slower realizations limit opportunities to crystallize value and recycle capital. Persisting low activity can depress near-term income and slow NAV growth, constraining long-term compounding and making performance more reliant on public markets and a few large exits.

Caledonia Investments News

Caledonia Investments Cancels 110,000 Shares in Latest Buyback

Caledonia Investments ( ($GB:CLDN) ) has shared an update. Caledonia Investments has executed a share buyback, purchasing 110,000...

2d ago

Caledonia Investments Showcases High-Performing North America and Asia Funds Pool

Caledonia Investments ( ($GB:CLDN) ) has shared an update. Caledonia Investments has highlighted the performance and strategy of...

3d ago

Caledonia Investments Cancels 90,000 Shares After Buyback

Caledonia Investments ( ($GB:CLDN) ) has shared an announcement. Caledonia Investments plc has repurchased 90,000 of its ordinary...

3d ago

Caledonia Investments Cancels 130,000 Shares in Latest Buyback

Caledonia Investments ( ($GB:CLDN) ) has shared an announcement. Caledonia Investments has bought back 130,000 of its own...

4d ago

Caledonia Investments Cancels Shares After Targeted Buyback

The latest announcement is out from Caledonia Investments ( ($GB:CLDN) ). Caledonia Investments has continued its capital management...

5d ago

Caledonia Investments Cancels 90,000 Shares After Buyback

Caledonia Investments ( ($GB:CLDN) ) has provided an update. Caledonia Investments has bought back 90,000 of its own...

6d ago

Caledonia Investments Cancels 107,958 Shares After Buyback

Caledonia Investments ( ($GB:CLDN) ) has provided an announcement. Caledonia Investments has repurchased 107,958 of its own ordinary...

9d ago

Caledonia Investments Reduces Share Count with Targeted Buyback

An announcement from Caledonia Investments ( ($GB:CLDN) ) is now available. Caledonia Investments plc has executed a share...

10d ago

Caledonia Investments Reports Small Off‑Market Share Transfer Linked to Director

Caledonia Investments ( ($GB:CLDN) ) has shared an announcement. Caledonia Investments has disclosed a small off‑market transfer of...

11d ago

Caledonia Investments Cancels 40,000 Shares After Buyback

Caledonia Investments ( ($GB:CLDN) ) just unveiled an update. Caledonia Investments has repurchased 40,000 of its own ordinary...

11d ago

CALEF FAQ

What was Caledonia Investments’s price range in the past 12 months?

Caledonia Investments lowest stock price was $4.11 and its highest was $5.50 in the past 12 months.

What is Caledonia Investments’s market cap?

Caledonia Investments’s market cap is $2.29B.

When is Caledonia Investments’s upcoming earnings report date?

Caledonia Investments’s upcoming earnings report date is May 26, 2026 which is in 65 days.

How were Caledonia Investments’s earnings last quarter?

Caledonia Investments released its earnings results on Nov 25, 2025. The company reported $0.323 earnings per share for the quarter, beating the consensus estimate of N/A by $0.323.

Is Caledonia Investments overvalued?

According to Wall Street analysts Caledonia Investments’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Caledonia Investments pay dividends?

Caledonia Investments pays a Semiannually dividend of $0.074 which represents an annual dividend yield of 1.84%. See more information on Caledonia Investments dividends here

What is Caledonia Investments’s EPS estimate?

Caledonia Investments’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Caledonia Investments have?

Caledonia Investments has 519,720,600 shares outstanding.

What happened to Caledonia Investments’s price movement after its last earnings report?

Caledonia Investments reported an EPS of $0.323 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 1.72%.

Which hedge fund is a major shareholder of Caledonia Investments?

Currently, no hedge funds are holding shares in CALEF

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Caledonia Investments Stock Smart Score

Underperform

Insider Transactions

Sold Shares

Worth £135.5K over
the Last 3 Months

Technicals

Fundamentals

Return on Equity

2.22%

Trailing 12-Months

Asset Growth

2.91%

Trailing 12-Months

Top Smart Score Stocks >

Company Description

Caledonia Investments

Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.