Caledonia Investments (CALEF)
OTHER OTC:CALEF
CALEF Stock Chart & Stats
$5.14
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Market closed
$5.14
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Day’s Range― - ―
52-Week Range$3.93 - $5.50
Previous CloseN/A
VolumeN/A
Average Volume (3M)178.00
Market Cap
$2.37B
Enterprise Value$1.62B
Total Cash (Recent Filing)$151.30M
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)―
Beta0.75
Next Earnings
May 26, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield1.84%
Share Statistics
EPS (TTM)0.33
Shares Outstanding518,760,440
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 Cap0.69
Enterprise Value/Revenue16.65
Enterprise Value/Gross Profit16.81
Enterprise Value/Ebitda24.23
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
Balance Sheet StrengthVery low leverage, near‑zero debt and a large equity base give Caledonia durable financial flexibility to withstand market downturns, fund opportunistic investments and maintain distributions. This conservative capital structure reduces refinancing risk and supports strategic deployment over months.
Crystallized Private Gain (Stonehage Fleming)The expected GBP 288m cash receipt crystallizes private‑capital value, materially boosts liquidity and enhances optionality. Realised proceeds reduce reliance on mark‑to‑market valuations, enable redeployment into new opportunities and support sustainable shareholder distributions.
Consistent Multi‑segment ReturnsRepeatable returns across public and private strategies show strong asset selection and portfolio construction. Diversified, multi‑strategy performance supports NAV growth, smooths outcomes over cycles and underpins the firm’s capacity to generate long‑term investment returns.
Bears Say
Earnings & Cashflow VolatilityCaledonia’s return profile is driven by investment valuation swings and realizations, producing material P&L and cash flow variability. This undermines predictability for dividends and capital planning, increasing the risk that short‑term realizations dictate apparent performance.
High Sensitivity To Market Valuations And Exit TimingA structural dependence on market marks and the timing of disposals makes earnings and NAV sensitive to macro cycles and liquidity. This limits visibility into future returns, complicates capital allocation and raises the probability of earnings swings across market regimes.
FX Headwinds & Reduced Funds‑pool ActivityCurrency moves (GBP appreciation) can materially erode reported sterling NAV and returns. Concurrently, subdued funds‑pool activity signals lower deal flow and fewer realizations, which can constrain medium‑term deployment and limit the firm’s ability to convert unrealised gains into cash.
Caledonia Investments News
CALEF FAQ
What was Caledonia Investments’s price range in the past 12 months?
Caledonia Investments lowest stock price was $3.93 and its highest was $5.50 in the past 12 months.
What is Caledonia Investments’s market cap?
Caledonia Investments’s market cap is $2.37B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is May 26, 2026 which is in 41 days.
How were Caledonia Investments’s earnings last quarter?
Caledonia Investments released its earnings results on Nov 25, 2025. The company reported $0.327 earnings per share for the quarter, beating the consensus estimate of N/A by $0.327.
Is Caledonia Investments overvalued?
According to Wall Street analysts Caledonia Investments’s price is currently Overvalued.
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 518,760,440 shares outstanding.
What happened to Caledonia Investments’s price movement after its last earnings report?
Caledonia Investments reported an EPS of $0.327 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
Neutral
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Insider Transactions
Sold Shares
Worth £135.5K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
18.89%
12-Months-Change
Fundamentals
Return on Equity
2.24%
Trailing 12-Months
Asset Growth
2.91%
Trailing 12-Months
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.
Technical Analysis
Jupiter Fund Management Plc
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Rathbones Group PLC
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Schroders
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Aberdeen Group
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M&G Plc
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Ownership Overview
Options Prices
Currently, No data available
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