Caledonia Investments (GB:CLDN)
LSE:CLDN
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
£1.70B
Enterprise Value1.55B
Total Cash (Recent Filing)£151.30M
Total Debt (Recent Filing)£0.00
Price to Earnings (P/E)―
Beta0.72
Next Earnings
May 26, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.4%
Share Statistics
EPS (TTM)0.24
Shares Outstanding519,233,150
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 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 LeverageCaledonia’s near-zero debt and large equity base provide durable financial flexibility. Low leverage reduces refinancing risk, supports steady dividend policy, and allows the company to capitalise on dislocations or opportunistic buys without forcing asset sales during market stress, enhancing long-term capital preservation.
Proven Public & Private ReturnsConsistent multi-strategy returns demonstrate an entrenched investment capability across public and private assets. Strong public-company performance plus multi-year private capital returns imply durable sourcing, selection and value creation skills that help drive NAV growth and income over a medium-term horizon.
Strong Liquidity And Imminent Cash ProceedsSubstantial cash, a large undrawn credit line and a material imminent disposal proceeds package materially strengthen the company’s ability to fund new investments, support distributions, and absorb portfolio mark-to-market volatility without forced realizations, increasing strategic optionality over months.
Bears Say
Inconsistent Cash GenerationCaledonia’s cash flow profile is highly variable as realizations and valuation timings drive cash. This inconsistency complicates planning for dividends and new investments, increasing reliance on liquidity buffers and credit lines, and makes free cash flow an unreliable input for multi-quarter operating forecasting.
Earnings And Revenue VolatilityLarge swings in reported revenue and net results reflect dependence on valuation movements and exit timing. Persistent volatility reduces predictability of NAV and distributable income, complicating long-term return smoothing and potentially pressuring shareholder payouts in weaker market cycles.
FX & Reduced Funds-pool ActivityCurrency movements and recent lower funds-pool activity expose the firm to external macro drivers outside management control. FX losses can erode NAV and distributions, while slower funds activity weakens deal flow and realization timing, reducing near-to-medium term cash conversion and growth potential.
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 £1.70B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is May 26, 2026 which is in 50 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 Overvalued.
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 519,233,150 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
Underperform
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Insider Transactions
Sold Shares
Worth £135.5K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
18.69%
12-Months-Change
Fundamentals
Return on Equity
2.22%
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
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Options Prices
Currently, No data available
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