Caledonia Investments (GB:CLDN)
LSE:CLDN
Want to see GB:CLDN full AI Analyst Report?
CLDN Stock Chart & Stats
380.00 p
-65.00 p(-1.85%)
At close: 4:00 PM EST
380.00 p
-65.00 p(-1.85%)
Day’s Range― - ―
52-Week Range312.00 p - 395.00 p
Previous CloseN/A
Volume8.83K
Average Volume (3M)314.98K
Market Cap
£1.87B
Enterprise Value1.72B
Total Cash (Recent Filing)£151.30M
Total Debt (Recent Filing)£0.00
Price to Earnings (P/E)―
Beta0.74
Next Earnings
May 26, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.4%
Share Statistics
EPS (TTM)0.24
Shares Outstanding517,598,900
10 Day Avg. Volume404,856
30 Day Avg. Volume314,977
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 CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£420.00Price Target Upside10.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Very Strong, Low‑leverage Balance SheetNear‑zero debt and a large equity base provide durable financial flexibility. This conservative capital structure allows Caledonia to weather market drawdowns, maintain distributions, and pursue opportunistic investments or rollovers without needing distressed exits, supporting multi‑month resilience.
Material Cash Proceeds From Stonehage Fleming SaleA GBP ~288m realization at a 3.2x multiple meaningfully strengthens liquidity and booked returns. Those proceeds are durable capital that can be redeployed into public or private opportunities, reduce reliance on credit, and materially improve ability to fund future exits or dividend policy over months.
Proven Public Companies Strategy And Diversified HoldingsOutperformance in public holdings shows skill in selecting durable, cash‑generating technology and global names. Exposure to secular winners (cloud/AI beneficiaries) supports recurring income and long‑term capital appreciation, complementing private capital and reducing concentration risk over the medium term.
Bears Say
High Volatility In Earnings And Cash GenerationAs an investment company, reported earnings and cash conversion swing with market valuations and timing of exits. Material year‑to‑year swings reduce predictability of dividends and capital planning, complicating multi‑month forecasting and potentially forcing suboptimal realizations in weak markets.
Foreign‑exchange Sensitivity Dragging NAVA globally diversified portfolio leaves NAV exposed to currency moves; sterling strength can meaningfully reduce reported returns and capital. This structural FX exposure adds recurring volatility to sterling NAV and complicates performance attribution and dividend stability for UK investors.
Reduced Funds‑pool Investment And Realization ActivitySlower deal flow and fewer realizations in the funds pool limit capital recycling and delay monetisation of private positions. Over several months this can constrain cash generation, defer returns, and reduce the pace at which Caledonia can redeploy proceeds into higher‑return opportunities.
Caledonia Investments News
CLDN FAQ
What was Caledonia Investments’s price range in the past 12 months?
Caledonia Investments lowest share price was 312.00 p and its highest was 395.00 p in the past 12 months.
What is Caledonia Investments’s market cap?
Caledonia Investments’s market cap is £1.87B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is May 26, 2026 which is in 27 days.
How were Caledonia Investments’s earnings last quarter?
Caledonia Investments released its earnings results on Nov 25, 2025. The company reported 0.242 p earnings per share for the quarter, beating the consensus estimate of N/A by 0.242 p.
Is Caledonia Investments overvalued?
According to Wall Street analysts Caledonia Investments’s price is currently Undervalued.
Does Caledonia Investments pay dividends?
Caledonia Investments pays a Semiannually dividend of 3.68 p which represents an annual dividend yield of 2.4%. 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 517,598,900 shares outstanding.
What happened to Caledonia Investments’s price movement after its last earnings report?
Caledonia Investments reported an EPS of 0.242 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 1.067%.
Which hedge fund is a major shareholder of Caledonia Investments?
Currently, no hedge funds are holding shares in GB:CLDN
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
£420.00 (10.53% Upside)
£420.00 (10.53% Upside)
Insider Transactions
Bought Shares
Worth £99.1K 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
18.69%
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.
CLDN Stock 12 Month Forecast
Average Price Target
420.00 p
▲(10.53% Upside)
Technical Analysis
Jupiter Fund Management Plc
―
Rathbones Group PLC
―
Schroders
―
Aberdeen Group
―
M&G Plc
―
Options Prices
Currently, No data available
---