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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
£1.88B
Enterprise Value1.74B
Total Cash (Recent Filing)£90.00M
Total Debt (Recent Filing)£0.00
Price to Earnings (P/E)14.4
Beta0.67
Next Earnings
Dec 01, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.4%
Share Statistics
EPS (TTM)0.26
Shares Outstanding513,042,400
10 Day Avg. Volume404,856
30 Day Avg. Volume314,977
Financial Highlights & Ratios
PEG Ratio0.11
Price to Book (P/B)0.56
Price to Sales (P/S)10.14
P/FCF Ratio47.65
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 Conservative Balance Sheet (minimal Leverage)Zero reported debt in 2025–2026 and a large, stable equity base provide durable financial flexibility. This allows the investment company to withstand market stress, fund selective private and public deployments, support buybacks and dividends, and avoid forced sales during downturns.
Strong Private Capital Performance And Major RealisationA 13.1% private capital return and a high‑multiple Stonehage Fleming realisation demonstrate skill in sourcing, scaling and exiting private investments. The near‑term £290m proceeds materially increase deployable capital to rebalance toward target private allocation and compound NAV over time.
Consistent Capital Returns: Progressive Dividends And BuybacksA 59‑year progressive dividend record plus meaningful buybacks shows disciplined capital allocation and shareholder return focus. This reflects steady cash generation and management commitment to return excess capital, supporting long‑term investor confidence and NAV accretion.
Bears Say
Wide Discount To NAV And Negative TSRA persistently wide discount to NAV and negative TSR signal structural investor scepticism that can persist for months. This limits the company’s ability to close the valuation gap via buybacks, reduces liquidity for strategic share issuance, and can constrain market access for capital moves.
Volatile Returns And Earnings SensitivityMaterial swings in revenue and net income reflect the investment‑driven model's sensitivity to market valuations and realisation timing. This volatility undermines predictability of distributable earnings and complicates medium‑term capital planning and benchmarking versus peers.
Subdued Realisations And Elongated Fund Life Reducing LiquidityLower exit and IPO activity and a longer weighted average life indicate slower cash recycling from funds. This reduces near‑term redeployment opportunities, can delay value crystallisation, and raises valuation uncertainty for illiquid private positions over the medium term.
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 £1.88B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is Dec 01, 2026 which is in 153 days.
How were Caledonia Investments’s earnings last quarter?
Caledonia Investments released its earnings results on May 19, 2026. The company reported 0.016 p earnings per share for the quarter, beating the consensus estimate of N/A by 0.016 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 4 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 513,042,400 shares outstanding.
What happened to Caledonia Investments’s price movement after its last earnings report?
Caledonia Investments reported an EPS of 0.016 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -3.365%.
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
Neutral
1
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5
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7
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10
Analyst Consensus
Moderate Buy
Average Price Target:
£420.00 (10.53% Upside)
£420.00 (10.53% Upside)
Insider Transactions
Sold Shares
Worth £161.3K 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
4.51%
Trailing 12-Months
Asset Growth
3.46%
Trailing 12-Months
Company Description
Caledonia Investments
Caledonia Investments plc operates as an autonomously managed investment trust. The firm channels capital into both unlisted and publicly traded companies around the world. To evaluate the performance of its investment portfolios, it uses the FTSE All-Share Total Return Index as a benchmark. Established in 1928, the company's primary operational base is located in London, United Kingdom.
CLDN Stock 12 Month Forecast
Average Price Target
420.00 p
▲(10.53% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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