Caledonia Investments (GB:CLDN)
LSE:CLDN
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Caledonia Investments
(LSE:CLDN)
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Rating:78Outperform
Price Target:
409.00 p
â–˛(7.63% Upside)
Action:Reiterated
Date:05/20/26
Score is driven primarily by strong financial strength (minimal leverage and substantial equity) and attractive valuation (very low P/E with a moderate dividend yield). The earnings call supports the outlook with solid NAV performance, liquidity, buybacks and proceeds to deploy, but the wide discount to NAV and negative TSR temper the rating. Technical signals are broadly neutral, limiting near-term conviction.
Positive Factors
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.
Negative Factors
Wide discount to NAV and negative TSR
A 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.
Read all positive and negative factors
Positive Factors
Negative Factors
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.
Read all positive factors
Caledonia Investments (CLDN) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
ÂŁ1.87B
Dividend Yield2.4%
Average Volume (3M)314.98K
Price to Earnings (P/E)14.0
Beta (1Y)0.69
Revenue Growth68.95%
EPS Growth109.67%
CountryUK
Employees82
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.26
Shares Outstanding514,914,200
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
ÂŁ420.00Price Target Upside10.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Caledonia Investments Business Overview & Revenue Model
Company Description
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 ...
How the Company Makes Money
Caledonia makes money primarily from returns generated on its investment portfolio rather than from selling products or services. Key earnings sources include: (1) dividends and other distributions received from quoted equity holdings and from pri...
Caledonia Investments Earnings Call Summary
Earnings Call Date:May 19, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Dec 01, 2026
Earnings Call Sentiment Neutral
The call highlights resilient underlying investment performance across Caledonia’s three pools (5.4% NAV total return), strong private capital outcomes (13.1% pool return and a 3.2x Stonehage Fleming sale), improved funds performance (particularly in Asia) and a solid balance sheet with liquidity to deploy proceeds. However, material headwinds remain: a negative 7.1% TSR, a widened discount to NAV (43.4% at year-end), FX losses and subdued exit activity that constrain near-term shareholder returns and market perception. Overall, operational and investment fundamentals look constructive, but market and geopolitical factors have meaningfully weighed on share-price performance and short-term realisations.Positive Updates
NAV Growth and Total Return
Delivered a NAV total return of 5.4% for the year; NAV increased to GBP 3.0 billion. Long-term performance: 10-year NAV total return of 9.2% p.a., at the top end of target (inflation +3% to 6%).
Negative Updates
Negative Total Shareholder Return and Widening Discount to NAV
Total shareholder return (TSR) for the year was negative 7.1%. Shares traded at an average discount to NAV of 34% during the year and the discount widened to 43.4% by year-end (partially recovered to 37% in April), materially depressing share-price performance versus NAV.
Read all updates
Q4-2026 Updates
Positive
Negative
NAV Growth and Total Return
Delivered a NAV total return of 5.4% for the year; NAV increased to GBP 3.0 billion. Long-term performance: 10-year NAV total return of 9.2% p.a., at the top end of target (inflation +3% to 6%).
Read all positive updates
Company Guidance
The guidance emphasised a cautious, opportunity-driven approach: management expects ongoing market uncertainty but intends to compound NAV and maintain its progressive dividend policy (final dividend 4p, total 7.68p, +4.4% YoY, payable 6 Aug 2026; 59 years of consecutive increases at ~5.3% pa), continue selective share buybacks and deploy the expected c.£290m Stonehage Fleming proceeds (completion mid‑2026) to move private capital toward the strategic 25–35% range (private capital would be c.23% post-sale), while keeping no pressure to invest and appraising opportunities across all three pools; balance sheet flexibility is highlighted by closing NAV £3.0bn (£2.8bn invested), cash £90m, an undrawn RCF of £325m (£150m 5‑year, £175m 3‑year), and capital commitments of £346m (78% North America), with recent trading context including FY NAV total return 5.4%, pool returns: public 1.2%, private capital 13.1%, funds 7.1% (4.9% sterling), Asia 7.7% (local), North America 6.8% (local), an average discount of 34% (widening to ~43% at year‑end, recovering to ~37% in April), FX loss £22.4m (‑0.7% NAV), operating costs £29.9m (83 bps) and buybacks of c.£34.6m in the year (c.£100m since March 2024).Caledonia Investments Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
92
Very Positive
Cash Flow
67
Positive
| Breakdown | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 165.40M | 107.60M | 236.20M | 178.30M | 622.90M |
| Gross Profit | 135.50M | 104.10M | 236.20M | 176.20M | 625.60M |
| EBITDA | 138.80M | 68.00M | 205.40M | 149.50M | 591.90M |
| Net Income | 135.20M | 66.10M | 203.80M | 142.90M | 611.20M |
Balance Sheet | |||||
| Total Assets | 3.00B | 2.96B | 3.00B | 3.10B | 2.81B |
| Cash, Cash Equivalents and Short-Term Investments | 90.00M | 151.30M | 227.40M | 221.60M | 341.10M |
| Total Debt | 0.00 | 0.00 | 0.00 | 266.00M | 20.30M |
| Total Liabilities | 15.60M | 26.40M | 33.60M | 297.40M | 31.90M |
| Stockholders Equity | 2.98B | 2.93B | 2.97B | 2.80B | 2.78B |
Cash Flow | |||||
| Free Cash Flow | 35.20M | 16.10M | 58.40M | 142.60M | 612.00M |
| Operating Cash Flow | 35.40M | 17.90M | 58.90M | 142.90M | 612.40M |
| Investing Cash Flow | -6.00M | 16.70M | 258.40M | -276.30M | 374.90M |
| Financing Cash Flow | -90.30M | -109.80M | -311.50M | 129.30M | -84.10M |
Caledonia Investments Technical Analysis
Neutral
380.00
Price Trends
351.83
Positive
354.11
Positive
365.43
Negative
Market Momentum
2.36
Positive
52.43
Neutral
53.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:CLDN, the sentiment is Neutral. The current price of 380 is above the 20-day moving average (MA) of 365.17, above the 50-day MA of 351.83, and above the 200-day MA of 365.43, indicating a neutral trend. The MACD of 2.36 indicates Positive momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 53.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:CLDN.
Caledonia Investments Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ÂŁ1.87B | 13.97 | 2.24% | 2.40% | 68.95% | 109.67% | |
77 Outperform | ÂŁ4.42B | 10.97 | 7.96% | 7.21% | -1.72% | 63.64% | |
76 Outperform | ÂŁ9.06B | 16.92 | 12.35% | 5.37% | 12.45% | 28.89% | |
74 Outperform | ÂŁ803.52M | 8.03 | 11.49% | 2.70% | 16.37% | 58.77% | |
70 Outperform | ÂŁ2.05B | 15.85 | 8.33% | 4.91% | 2.02% | 69.06% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
52 Neutral | £7.53B | 24.78 | 9.49% | 7.09% | 52.52% | ― |
* Financial Sector Average
GB:CLDN
Caledonia Investments
364.00
-3.51
-0.96%
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25.15%
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68.54%
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GB:MNG
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Caledonia Investments Corporate Events
Business Operations and StrategyExecutive/Board ChangesStock BuybackDividendsFinancial DisclosuresM&A TransactionsStock Split
Caledonia lifts NAV and dividend as Stonehage sale underpins value despite widening discount
Positive
May 19, 2026
Caledonia Investments reported a 5.4% net asset value total return for the year to 31 March 2026, lifting NAV per share to 568p and net assets to £2.98bn, with all three investment pools contributing to a 6.1% portfolio return. The group cont...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 173,420 Shares in Latest Buyback Move
Positive
May 19, 2026
Caledonia Investments has repurchased 173,420 of its own ordinary shares at a weighted average price of 370.78 pence per share, with the shares acquired through Peel Hunt and subsequently cancelled. Following this buyback and cancellation, the com...
Business Operations and StrategyExecutive/Board Changes
Caledonia Investments Names Will Wyatt as New Chair in Planned Board Transition
Positive
May 19, 2026
Caledonia Investments has announced a leadership transition, with former chief executive and current non-executive director Will Wyatt appointed as the new chair, succeeding David Stewart at the upcoming annual general meeting. Long-serving direct...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Newly Repurchased Shares in Targeted Buyback
Positive
May 18, 2026
Caledonia Investments has repurchased 144,576 of its own ordinary shares at an average price of 371.80 pence per share in a transaction executed on 15 May 2026 through Peel Hunt. The company will cancel the repurchased shares, reducing its share c...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 120,000 Shares
Positive
May 14, 2026
Caledonia Investments has repurchased 120,000 of its own ordinary shares at an average price of 371.58 pence per share, with the shares to be cancelled. The transaction, executed through Peel Hunt, forms part of the company’s capital managem...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
May 12, 2026
Caledonia Investments has repurchased 156,567 of its own ordinary shares at an average price of 364.62 pence per share, with the shares bought through Peel Hunt and subsequently cancelled. Following this transaction, the company’s issued sha...
Business Operations and StrategyFinancial Disclosures
Caledonia Investments Sets Date for 2026 Annual Results and Investor Briefing
Neutral
May 12, 2026
Caledonia Investments plc has scheduled the release of its annual results for the year ended 31 March 2026 on 19 May 2026. The company will accompany the announcement with a presentation for investors and analysts, including a live webcast, unders...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 199,153 Shares in Latest Buyback
Positive
May 11, 2026
Caledonia Investments has repurchased 199,153 of its own ordinary shares at an average price of 363 pence per share, with the shares to be cancelled, as part of its capital management strategy. Following this transaction, the company’s issue...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 150,000 Shares After Buyback
Positive
May 8, 2026
Caledonia Investments plc has repurchased 150,000 of its own ordinary shares at an average price of 363.61 pence per share, with the transaction executed through Peel Hunt LLP on 7 May 2026. The company will cancel these shares, reducing the numbe...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 116,877 Shares After Buyback
Positive
May 7, 2026
Caledonia Investments has repurchased 116,877 of its own ordinary shares at an average price of 362.84 pence each, with the shares to be cancelled. Following this transaction executed through Peel Hunt, the company’s issued share capital now...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 116,000 Shares After Buyback
Positive
May 6, 2026
Caledonia Investments plc has executed a share buyback, purchasing 116,031 ordinary shares at an average price of 360.78 pence per share through Peel Hunt. The company will cancel these shares, reducing the number of shares in issue and leaving 51...
Regulatory Filings and Compliance
Caledonia Discloses Director’s Trustee Role at Newly Listed Pershing Square USA
Neutral
May 5, 2026
Caledonia Investments has disclosed that non-executive director Anne Farlow serves as a trustee of Pershing Square USA, a closed-end management investment company recently admitted to trading on the New York Stock Exchange. The announcement appear...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Fresh Buyback
Positive
May 5, 2026
Caledonia Investments has repurchased 119,143 of its own ordinary shares at an average price of 363.74 pence per share, with the shares acquired through Peel Hunt LLP and earmarked for cancellation. Following this transaction, the company’s ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 119,000 Shares in Capital Management Move
Positive
May 5, 2026
Caledonia Investments plc has repurchased 119,143 of its own ordinary shares at an average price of 363.74 pence per share, with the shares to be cancelled following the buyback. This transaction forms part of the company’s capital managemen...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 124,314 Shares After Latest Buyback
Positive
May 1, 2026
Caledonia Investments plc has executed a further share buyback, repurchasing 124,314 ordinary shares at an average price of 360.36 pence per share through broker Peel Hunt. The move forms part of its capital management strategy and reflects ongoin...
Regulatory Filings and Compliance
Caledonia Investments Confirms Share Capital and Voting Rights
Neutral
May 1, 2026
Caledonia Investments plc has confirmed that its issued share capital comprised 517,091,639 ordinary shares with voting rights as of 30 April 2026. The company reported that no ordinary shares were held in treasury, and this share count will serve...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 128,819 Shares After Buyback
Positive
Apr 30, 2026
Caledonia Investments has repurchased 128,819 of its own ordinary shares at an average price of 356.78 pence per share, with the transaction executed through Peel Hunt. The shares will be cancelled, reducing the company’s share count and lea...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Fresh Buyback
Positive
Apr 29, 2026
Caledonia Investments has repurchased 128,434 of its own ordinary shares at an average price of 362.29 pence per share, with the transaction executed through Peel Hunt LLP. The shares acquired on 28 April 2026 will be cancelled, reducing the compa...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia Executives Add Shares Under Incentive Plan
Neutral
Apr 28, 2026
Caledonia Investments has reported routine share transactions under its Share Incentive Plan, with chief executive Mathew Masters and chief financial officer Robert Memmott each purchasing 41 partnership shares at £3.618747 per share. In line...
Business Operations and StrategyStock Buyback
Caledonia Investments Tightens Share Base with Latest Buyback
Positive
Apr 28, 2026
Caledonia Investments has repurchased 125,697 of its own ordinary shares at an average price of 362.71 pence per share and will cancel them. The move reduces the number of shares in issue to 517,473,206 with voting rights, effectively tightening t...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 125,000 Shares After Buyback
Positive
Apr 27, 2026
Caledonia Investments has executed a buyback of 125,391 of its own ordinary shares at an average price of 359.76 pence per share, with the shares to be cancelled rather than held in treasury. This move reduces the company’s share count to 51...
Business Operations and StrategyStock Buyback
Caledonia Investments Boosts Capital Efficiency With Share Buyback and Cancellation
Positive
Apr 24, 2026
Caledonia Investments plc has repurchased 126,833 of its own ordinary shares at an average price of 364.11 pence per share, with the transaction executed through broker Peel Hunt. The company plans to cancel these shares, reducing its share count ...
Business Operations and Strategy
Caledonia Investments joins QuotedData panel on long-term investing
Positive
Apr 23, 2026
Caledonia Investments will be represented by Mat Masters on QuotedData’s weekly “In The HotSeat” webinar on 24 April 2026, joining a panel alongside RIT Capital Partners to discuss “Investing for future generations.” ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 126,261 Shares After Buyback
Positive
Apr 23, 2026
Caledonia Investments has repurchased 126,261 of its own ordinary shares at an average price of 366.52 pence per share, with the transaction executed through Peel Hunt LLP. The company will cancel the repurchased shares, reducing the number of sha...
Stock Buyback
Caledonia Investments Cancels 128,864 Shares After Buyback
Positive
Apr 22, 2026
Caledonia Investments plc has repurchased 128,864 of its own ordinary shares at an average price of 366.06 pence per share in a transaction executed on 21 April 2026. The company plans to cancel these shares, reducing its share count and potential...
Business Operations and StrategyStock Buyback
Caledonia Investments cancels 131,903 shares after buyback
Positive
Apr 21, 2026
Caledonia Investments has executed a share buyback, purchasing 131,903 of its own ordinary shares on 20 April 2026 at a weighted average price of 361.49 pence, with the shares to be cancelled. Following this transaction, the company’s issued...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 131,179 Shares in Latest Buyback
Positive
Apr 20, 2026
Caledonia Investments has repurchased 131,179 of its own ordinary shares at an average price of 363.68 pence per share through broker Peel Hunt, with the shares to be cancelled. Following this buyback, the company’s issued share capital now ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Apr 17, 2026
Caledonia Investments plc has repurchased 136,541 of its own ordinary shares at an average price of 356.93 pence per share, with the transaction executed through Peel Hunt LLP on 16 April 2026. The repurchased shares will be cancelled, reducing th...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 25,000 Shares
Positive
Apr 16, 2026
Caledonia Investments has repurchased 25,000 of its own ordinary shares at an average price of 355 pence per share. The company intends to cancel these shares, reducing the number of ordinary shares in issue and potentially enhancing earnings and ...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 91,000 Shares
Positive
Apr 15, 2026
Caledonia Investments plc has conducted a share buyback, purchasing 91,000 of its own ordinary shares on 14 April 2026 at a weighted average price of 350.52 pence per share. The acquired shares will be cancelled, reducing the company’s issue...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 138,549 Shares After Buyback
Positive
Apr 14, 2026
Caledonia Investments plc has repurchased 138,549 of its own ordinary shares at an average price of 342.24 pence per share, with the shares to be cancelled. Following this buyback, the company’s issued share capital now stands at 518,621,875...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 133,044 Shares in Latest Buyback
Positive
Apr 13, 2026
Caledonia Investments has repurchased 133,044 of its own ordinary shares at an average price of 338.68 pence each, with the shares bought through Peel Hunt and subsequently cancelled. Following this transaction, the company’s issued share ca...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Apr 10, 2026
Caledonia Investments has bought back 51,213 of its own ordinary shares at an average price of 341 pence per share, with the repurchased stock to be cancelled rather than held in treasury. The move, executed through broker Peel Hunt, reduces the c...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Apr 10, 2026
Caledonia Investments plc has bought back 51,213 of its own ordinary shares at an average price of 341 pence per share, with the repurchased stock set to be cancelled. Following this transaction, the company’s issued share capital now compri...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 99,127 Shares
Positive
Apr 9, 2026
Caledonia Investments has repurchased 99,127 of its own ordinary shares at an average price of 334.26 pence per share, with the shares bought via broker Peel Hunt LLP and subsequently cancelled. Following the transaction, the company’s issue...
Business Operations and StrategyStock Buyback
Caledonia Investments Reduces Share Count with Latest Buyback
Positive
Apr 8, 2026
Caledonia Investments has continued its capital management programme by repurchasing 125,292 ordinary shares at an average price of 330.19 pence per share. The transaction, executed through Peel Hunt, will see the shares cancelled, reducing the co...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Apr 7, 2026
Caledonia Investments plc has repurchased 64,081 of its own ordinary shares at an average price of 329 pence per share, with the transaction executed on 2 April 2026 through Peel Hunt. The company plans to cancel these shares, reducing its share c...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 128,000-Share Buyback to Tighten Equity Base
Positive
Apr 2, 2026
Caledonia Investments has repurchased 128,288 of its own ordinary shares at an average price of 324.83 pence per share, with the transaction executed through Peel Hunt. The shares will be cancelled, reducing the company’s share count and lea...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 126,978 Shares in Ongoing Buyback
Positive
Apr 1, 2026
Caledonia Investments has repurchased 126,978 of its own ordinary shares at an average price of 318.16 pence per share, with the shares acquired through broker Peel Hunt LLP. The company confirmed that all repurchased shares will be cancelled, red...
Business Operations and StrategyRegulatory Filings and Compliance
Caledonia Investments Confirms Updated Share Capital and Voting Rights
Neutral
Apr 1, 2026
Caledonia Investments has confirmed that, as of 31 March 2026, its issued share capital comprises 519,361,469 ordinary shares of 0.5 pence each, all carrying voting rights and with no shares held in treasury. This updated share count serves as the...
Business Operations and StrategyStock Buyback
Caledonia Investments Sets Irrevocable Share Buyback Ahead of Annual Results
Positive
Mar 31, 2026
Caledonia Investments plc has instructed broker Peel Hunt LLP to repurchase its ordinary shares under an existing shareholder-approved buyback authority, with all purchased shares to be cancelled. The move reflects the company’s continued us...
Executive/Board Changes
Caledonia Executives Add Shares Through Incentive Plan Awards
Positive
Mar 30, 2026
Caledonia Investments has reported routine share transactions involving its chief executive officer, Mathew Masters, and chief financial officer, Robert Memmott, under the firm’s Share Incentive Plan. The plan allows employees to buy partner...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 30,000 Shares in Latest Buyback
Positive
Mar 26, 2026
Caledonia Investments plc has repurchased 30,000 of its own ordinary shares at an average price of 329.50 pence per share, with all of the shares bought through Peel Hunt LLP. The company will cancel the repurchased shares, reducing its outstandin...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 65,000 Shares After Latest Buyback
Positive
Mar 25, 2026
Caledonia Investments plc has executed a share buyback, acquiring 65,000 of its own ordinary shares on 24 March 2026 at a weighted average price of 327.77 pence per share, with the shares set to be cancelled. This transaction reduces the company&#...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Mar 24, 2026
Caledonia Investments has executed a share buyback, purchasing 72,149 of its own ordinary shares on 23 March 2026 at a weighted average price of 330.65 pence per share, with the shares to be cancelled. The transaction, carried out via Peel Hunt, r...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 65,000 Shares After Buyback
Positive
Mar 23, 2026
Caledonia Investments has repurchased 65,000 of its own ordinary shares at an average price of 332 pence per share, with all of the stock to be cancelled. Following this transaction, the company’s issued share capital now stands at 519,655,5...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 110,000 Shares in Latest Buyback
Positive
Mar 20, 2026
Caledonia Investments has executed a share buyback, purchasing 110,000 ordinary shares at an average price of 333.55 pence, with all repurchased shares to be cancelled. Following this transaction, the company’s issued share capital stands at...
Business Operations and StrategyFinancial Disclosures
Caledonia Investments Showcases High-Performing North America and Asia Funds Pool
Positive
Mar 19, 2026
Caledonia Investments has highlighted the performance and strategy of its funds pool following a dedicated spotlight event in January, underscoring this segment as a core pillar of its multi-asset portfolio. The funds pool, which represents about ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 90,000 Shares After Buyback
Positive
Mar 19, 2026
Caledonia Investments plc has repurchased 90,000 of its ordinary shares at an average price of 334.67 pence per share, with the shares to be cancelled following the transaction. The move reduces the company’s share count to 519,830,596 votin...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 130,000 Shares in Latest Buyback
Positive
Mar 18, 2026
Caledonia Investments has bought back 130,000 of its own ordinary shares at an average price of 334.15 pence per share. The shares, acquired through broker Peel Hunt, will be cancelled, reducing the company’s share count and marginally incre...
Stock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Mar 17, 2026
Caledonia Investments has continued its capital management programme by repurchasing 161,191 ordinary shares at an average price of 333.07 pence, with the shares to be cancelled. The move marginally reduces the company’s share count to 520,0...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 90,000 Shares After Buyback
Positive
Mar 16, 2026
Caledonia Investments has bought back 90,000 of its own ordinary shares at an average price of 333.23 pence per share, with the shares to be cancelled. The repurchase, executed through Peel Hunt, reduces the free float and brings the company’...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 107,958 Shares After Buyback
Positive
Mar 13, 2026
Caledonia Investments has repurchased 107,958 of its own ordinary shares at an average price of 332.74 pence per share, with the buyback executed through Peel Hunt. The shares will be cancelled, reducing the total number of ordinary shares in issu...
Business Operations and StrategyStock Buyback
Caledonia Investments Reduces Share Count with Targeted Buyback
Positive
Mar 12, 2026
Caledonia Investments plc has executed a share buyback, purchasing 30,000 of its own ordinary shares at an average price of 334 pence per share via Peel Hunt LLP. The company plans to cancel these shares, reducing its share count and potentially e...
Regulatory Filings and Compliance
Caledonia Investments Reports Small Off‑Market Share Transfer Linked to Director
Neutral
Mar 11, 2026
Caledonia Investments has disclosed a small off‑market transfer of 24,140 ordinary shares, representing 0.005% of its issued share capital, from The Jellicoe No.2 Settlement – Grandchildren’s Fund to a beneficiary for no consider...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 40,000 Shares After Buyback
Positive
Mar 11, 2026
Caledonia Investments has repurchased 40,000 of its own ordinary shares at an average price of 337 pence each, with the shares to be cancelled, in a move that reduces its share count and can be supportive of net asset value per share. Following th...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 60,000 Shares
Positive
Mar 10, 2026
Caledonia Investments has repurchased 60,000 of its own ordinary shares at a weighted average price of 334.86 pence per share, with the shares to be cancelled. Following this buyback, the company’s issued share capital stands at 520,479,745 ...
Stock Buyback
Caledonia Investments Cancels 115,000 Shares After Buyback
Positive
Mar 9, 2026
Caledonia Investments has repurchased 115,000 of its own ordinary shares at an average price of 333.50 pence per share, with the transaction executed through Peel Hunt LLP. The company stated that all of the purchased shares will be cancelled, red...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 102,500 Shares After Buyback
Positive
Mar 6, 2026
Caledonia Investments has repurchased 102,500 of its own ordinary shares at an average price of 337.06 pence per share, with the transaction executed through Peel Hunt. The company will cancel these shares, reducing the number of ordinary shares i...
Business Operations and StrategyStock Buyback
Caledonia Investments Cuts Share Count With New Buyback
Positive
Mar 5, 2026
Caledonia Investments has executed a share buyback, purchasing 110,000 of its own ordinary shares at an average price of 332.73 pence. The move reduces the company’s share count and is likely aimed at enhancing earnings per share and returni...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia Executives Add Shares Under Incentive Plan
Neutral
Mar 2, 2026
Caledonia Investments has disclosed routine share dealings by its top executives under its Share Incentive Plan, in line with UK Market Abuse Regulation disclosure requirements. On 27 February 2026, chief executive Mathew Masters and chief financi...
Regulatory Filings and Compliance
Caledonia Investments Confirms Updated Voting Share Capital
Neutral
Mar 2, 2026
Caledonia Investments plc has confirmed that, as of 28 February 2026, its issued share capital consists of 520,867,245 ordinary shares of 0.5p each, all of which carry voting rights and none of which are held in treasury. This updated share count ...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 4,900 Shares
Positive
Mar 2, 2026
Caledonia Investments has repurchased 4,900 of its own ordinary shares at an average price of 346 pence per share in a transaction executed on 27 February 2026, with the shares to be cancelled. Following this buyback, the company’s issued sh...
Business Operations and StrategyStock Buyback
Caledonia Investments Continues Capital Management with Targeted Share Buyback
Positive
Feb 23, 2026
Caledonia Investments has executed a small share buyback, purchasing 6,102 ordinary shares at an average price of 350 pence each via Peel Hunt, with all acquired shares to be cancelled. Following the transaction, the company’s issued share c...
Stock Buyback
Caledonia Investments Trims Share Count With Targeted Buyback
Positive
Feb 20, 2026
Caledonia Investments has repurchased 10,107 of its own ordinary shares at an average price of 352.50 pence per share, with all bought-back shares to be cancelled rather than held in treasury. The move marginally reduces the company’s share ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Latest Share Buyback Tranche
Positive
Feb 20, 2026
Caledonia Investments plc has continued its capital management strategy by buying back 10,107 of its own ordinary shares on 19 February 2026 at an average price of 352.50 pence per share, with all repurchased shares to be cancelled. Following this...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.