Caledonia Investments (GB:CLDN)
LSE:CLDN
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Caledonia Investments
(LSE:CLDN)
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Rating:76Outperform
Price Target:
360.00 p
▼(-5.26% Downside)
Action:ReiteratedDate:12/30/25
The score is driven primarily by strong underlying financial quality (especially the low-leverage balance sheet) and a supportive valuation (low P/E with a moderate yield). The latest earnings update was constructive with solid returns and strong liquidity, while the main offset is volatility in earnings/cash flow and only neutral-to-mild technical momentum.
Positive Factors
Balance sheet strength
Very low leverage and a large NAV create long-term financial flexibility. With cash on hand and an undrawn credit facility, Caledonia can withstand market drawdowns, hold private holdings through illiquid cycles, and deploy capital opportunistically without pressure to sell assets at inopportune times.
Negative Factors
Earnings & cash flow volatility
Caledonia's earnings and cash flows swing materially with valuation movements and timing of disposals. That unpredictability constrains reliable dividend visibility and capital planning, and increases the risk that funding or reinvestment decisions hinge on short-term realizations rather than steady operating cash flow.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Very low leverage and a large NAV create long-term financial flexibility. With cash on hand and an undrawn credit facility, Caledonia can withstand market drawdowns, hold private holdings through illiquid cycles, and deploy capital opportunistically without pressure to sell assets at inopportune times.
Read all positive factors
Caledonia Investments (CLDN) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£1.65B
Dividend Yield2.4%
Average Volume (3M)314.98K
Price to Earnings (P/E)―
Beta (1Y)0.72
Revenue Growth64.34%
EPS Growth77.61%
CountryUK
Employees82
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.24
Shares Outstanding519,488,460
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
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 investment returns generated by its portfolio rather than from operating revenues like a traditional trading company. Key economic return sources include: (1) capital appreciation, where the value of its privat...
Caledonia Investments Earnings Call Summary
Earnings Call Date:Nov 25, 2025
(Q2-2026)
| % Change Since: |
Next Earnings Date:May 26, 2026
Earnings Call Sentiment Positive
Caledonia Investments demonstrated strong performance across multiple segments, with notable successes in public companies and private capital. However, challenges like foreign exchange impact and reduced activity in the funds pool were noted. The sentiment leans positive due to significant achievements outweighing the challenges.Positive Updates
Strong Half-Year Performance
Caledonia Investments reported a positive performance with a NAV total return of 4.4% and a total shareholder return of 8.5% for the half-year ending September 30, 2025.
Negative Updates
Impact of Foreign Exchange on NAV
The pound strengthening against the dollar reduced NAV by approximately 2%, resulting in a GBP 59 million FX loss.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Half-Year Performance
Caledonia Investments reported a positive performance with a NAV total return of 4.4% and a total shareholder return of 8.5% for the half-year ending September 30, 2025.
Read all positive updates
Company Guidance
During the Caledonia Investments Plc half-year results presentation, several key metrics and guidance points were highlighted. The company reported a NAV total return of 4.4% and a total shareholder return of 8.5% for the half-year ending 30th September 2025. The interim dividend was announced at 3.68p per share, amounting to 50% of the previous year's annual total dividend, with a payment date of 8th January 2026. Their public company strategy yielded a 9.9% return, driven by investments in Oracle, Microsoft, and Alibaba. Additionally, a new position in Charles Schwab was initiated, capitalizing on market volatility. The private capital strategy delivered a total return of 7.7%, primarily due to the sale of Stonehage Fleming, expected to yield cash proceeds of approximately GBP 288 million. Caledonia's funds pool, with a NAV of GBP 884 million, showed a 13.3% return over 5 and 10 years, though recent performance was impacted by currency fluctuations, leading to a 1.8% NAV reduction in sterling. The company maintains a robust balance sheet with GBP 105 million in cash and an undrawn credit facility of GBP 325 million, emphasizing its long-term investment strategy and commitment to sustainable value creation.Caledonia Investments Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
92
Very Positive
Cash Flow
62
Positive
| Breakdown | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 107.60M | 236.20M | 178.30M | 622.90M | 481.60M |
| Gross Profit | 104.10M | 236.20M | 176.20M | 625.60M | 483.60M |
| EBITDA | 68.00M | 205.40M | 149.50M | 591.90M | 457.10M |
| Net Income | 66.10M | 203.80M | 142.90M | 611.20M | 466.00M |
Balance Sheet | |||||
| Total Assets | 2.96B | 3.00B | 3.10B | 2.81B | 2.27B |
| Cash, Cash Equivalents and Short-Term Investments | 151.30M | 227.40M | 221.60M | 341.10M | 14.20M |
| Total Debt | 0.00 | 0.00 | 266.00M | 20.30M | 15.00M |
| Total Liabilities | 26.40M | 33.60M | 297.40M | 31.90M | 48.30M |
| Stockholders Equity | 2.93B | 2.97B | 2.80B | 2.78B | 2.23B |
Cash Flow | |||||
| Free Cash Flow | 16.10M | 58.40M | 142.60M | 612.00M | 24.30M |
| Operating Cash Flow | 17.90M | 58.90M | 142.90M | 612.40M | 27.80M |
| Investing Cash Flow | 16.70M | 258.40M | -276.30M | 374.90M | -101.00M |
| Financing Cash Flow | -109.80M | -311.50M | 129.30M | -84.10M | -27.30M |
Caledonia Investments Technical Analysis
Negative
380.00
Price Trends
348.03
Negative
364.21
Negative
366.39
Negative
Market Momentum
-6.65
Positive
26.76
Positive
13.87
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:CLDN, the sentiment is Negative. The current price of 380 is above the 20-day moving average (MA) of 332.15, above the 50-day MA of 348.03, and above the 200-day MA of 366.39, indicating a bearish trend. The MACD of -6.65 indicates Positive momentum. The RSI at 26.76 is Positive, neither overbought nor oversold. The STOCH value of 13.87 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
77 Outperform | £3.34B | 9.24 | 6.50% | 7.21% | -7.11% | 0.45% | |
76 Outperform | £1.65B | ― | 2.22% | 2.40% | 64.34% | 77.61% | |
76 Outperform | £8.88B | 11.95 | 12.35% | 5.37% | 4.78% | -4.86% | |
74 Outperform | £843.09M | 8.25 | 7.11% | 2.70% | -4.38% | ― | |
70 Outperform | £2.06B | 17.89 | 4.75% | 4.91% | 14.05% | -3.07% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
52 Neutral | £6.47B | 22.80 | 9.49% | 7.09% | 9.86% | -134.41% |
* Financial Sector Average
GB:CLDN
Caledonia Investments
318.50
-27.05
-7.83%
GB:JUP
Jupiter Fund Management Plc
165.40
97.80
144.66%
GB:RAT
Rathbones Group PLC
2,005.00
544.07
37.24%
GB:SDR
Schroders
572.50
239.13
71.73%
GB:ABDN
Aberdeen Group
187.20
43.38
30.17%
GB:MNG
M&G Plc
272.80
88.29
47.85%
Caledonia Investments Corporate Events
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...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 10,236 Shares in Modest Buyback Move
Positive
Feb 19, 2026
Caledonia Investments has repurchased 10,236 of its own ordinary shares at an average price of 355 pence per share through Peel Hunt, with all acquired shares to be cancelled. Following this transaction, the company’s issued share capital no...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Feb 18, 2026
Caledonia Investments plc has repurchased 10,666 of its own ordinary shares at an average price of 355 pence per share in a transaction executed on 17 February 2026. The company will cancel the repurchased shares, reducing the number of ordinary s...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares Following Modest Buyback
Positive
Feb 17, 2026
Caledonia Investments has bought back 11,213 of its own ordinary shares at an average price of 348.5 pence each, with the shares to be cancelled, as part of its ongoing capital management strategy. Following this transaction, the company’s i...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels Own Shares
Positive
Feb 16, 2026
Caledonia Investments plc has repurchased 10,461 of its own ordinary shares at an average price of 343 pence per share, with the shares to be cancelled. Following this buyback, the company’s issued share capital now comprises 520,920,469 ord...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Feb 13, 2026
Caledonia Investments has repurchased 10,228 of its own ordinary shares at an average price of 346 pence per share, with all of the bought-back shares set to be cancelled. Following this transaction, the company’s issued share capital now co...
Regulatory Filings and Compliance
Caledonia director Wyatt boosts stake through associate’s share purchase
Positive
Feb 11, 2026
Caledonia Investments has disclosed that The Dunchurch Lodge Stud Company, a vehicle controlled by non-executive director William Wyatt and connected persons, purchased 28,000 Caledonia ordinary shares on the London market at 354.10p per share fro...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Feb 11, 2026
Caledonia Investments has repurchased 10,406 of its own ordinary shares at an average price of 352 pence per share, with the shares bought through Peel Hunt and earmarked for cancellation. Following this transaction, the company’s issued sha...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Feb 10, 2026
Caledonia Investments has repurchased 10,032 of its own ordinary shares at an average price of 354 pence per share, with all shares to be cancelled rather than held in treasury. The transaction, executed through Peel Hunt on 9 February 2026, reduc...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels Over 10,000 Shares
Positive
Feb 9, 2026
Caledonia Investments has repurchased 10,254 of its own ordinary shares at an average price of 359 pence per share through broker Peel Hunt. The company plans to cancel these shares, reducing the number of shares in circulation and potentially enh...
Stock Buyback
Caledonia Investments Cancels 11,452 Shares After Buyback
Positive
Feb 6, 2026
Caledonia Investments plc has repurchased 11,452 of its own ordinary shares at an average price of 359.00 pence per share, with all the shares bought back on 5 February 2026 set to be cancelled. Following this transaction, the company’s issu...
Business Operations and StrategyStock Buyback
Caledonia Investments Cuts Share Count with Targeted Buyback
Positive
Feb 5, 2026
Caledonia Investments plc has repurchased 17,129 of its own ordinary shares at an average price of 366.00 pence per share, with all shares to be cancelled. Following this buyback, the company’s issued share capital stands at 520,983,302 ordi...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 19,124 Shares After Latest Buyback
Positive
Feb 4, 2026
Caledonia Investments has repurchased 19,124 of its own ordinary shares at an average price of 364.50 pence per share, with all of the shares bought through broker Peel Hunt to be cancelled. The transaction, completed on 3 February 2026, reduces t...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 19,713 Shares After Buyback
Positive
Feb 3, 2026
Caledonia Investments plc has repurchased 19,713 of its own ordinary shares at an average price of 367.50 pence per share in a transaction executed on 2 February 2026 through Peel Hunt LLP, with all of the acquired shares to be cancelled. Followin...
Stock Buyback
Caledonia Investments Cancels 20,267 Shares After Buyback
Positive
Feb 2, 2026
Caledonia Investments plc has executed a share buyback, purchasing 20,267 of its own ordinary shares at an average price of 373.00 pence per share, with all repurchased shares to be cancelled. Following this transaction, the company’s issued...
Regulatory Filings and Compliance
Caledonia Investments Confirms Updated Share Capital and Voting Rights
Neutral
Feb 2, 2026
Caledonia Investments plc has confirmed that, as of 31 January 2026, its issued share capital comprises 521,039,268 ordinary shares of 0.5 pence each, all of which carry voting rights and none of which are held in treasury. This updated share coun...
Stock Buyback
Caledonia Investments Buys Back and Cancels 20,002 Own Shares
Positive
Jan 30, 2026
Caledonia Investments plc has repurchased 20,002 of its own ordinary shares at an average price of 371.00 pence per share via Peel Hunt LLP, with all acquired shares to be cancelled. Following this buyback, the company’s issued share capital...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia Investments Directors Add Shares Through Incentive Plan
Neutral
Jan 29, 2026
Caledonia Investments has reported routine share transactions under its Share Incentive Plan involving its chief executive, Mathew Masters, and chief financial officer, Robert Memmott. On 27 January 2026, each executive purchased 40 partnership sh...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 31,243 Shares After Buyback
Positive
Jan 29, 2026
Caledonia Investments plc has repurchased 31,243 of its own ordinary shares at an average price of 370.50 pence per share in a market transaction executed through Peel Hunt LLP on 28 January 2026, with all repurchased shares to be cancelled. Follo...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 67,910 Shares
Positive
Jan 27, 2026
Caledonia Investments plc has conducted a share buyback, purchasing 67,910 of its own ordinary shares at an average price of 373.37 pence per share on 26 January 2026 through Peel Hunt LLP, and will cancel the repurchased shares. Following this tr...
Business Operations and Strategy
Caledonia Investments Hosts Funds Spotlight to Deepen Investor Insight
Positive
Jan 27, 2026
Caledonia Investments plc is hosting a spotlight event on its Funds investment pool for investors and analysts, featuring senior executives who will outline the team’s investment philosophy, strategy and portfolio across global fund holdings...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 68,013 Shares
Positive
Jan 26, 2026
Caledonia Investments has repurchased 68,013 of its ordinary shares at an average price of 373.22 pence per share via broker Peel Hunt LLP, with the company confirming that the bought-back shares will be cancelled. Following this transaction, Cale...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia Investments Updates Market on CEO’s Share Awards and Transactions
Neutral
Jan 23, 2026
Caledonia Investments plc has disclosed a series of share transactions involving its chief executive, Mathew Masters, in line with UK Market Abuse Regulation requirements. On 21 January 2026, Masters received 136,830 ordinary shares at no cost und...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 68,739 Shares After Buyback
Positive
Jan 23, 2026
Caledonia Investments plc has repurchased 68,739 of its own ordinary shares at an average price of 369.85 pence per share through broker Peel Hunt, and will cancel the shares, reducing its share count and potentially enhancing earnings and net ass...
Business Operations and StrategyExecutive/Board Changes
Caledonia Investments Strengthens Board with Appointment of Michael McLintock
Positive
Jan 22, 2026
Caledonia Investments has appointed veteran investment manager Michael McLintock as an independent non-executive director, effective 16 February 2026, further strengthening the governance of the FTSE 250 investment trust. McLintock, currently chai...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 31,400 Shares in Latest Buyback
Positive
Jan 22, 2026
Caledonia Investments has repurchased 31,400 of its own ordinary shares at an average price of 367.52 pence per share, with the shares bought through Peel Hunt LLP on 21 January 2026 and subsequently cancelled. Following this transaction, the comp...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 67,890 Shares in Latest Buyback
Positive
Jan 21, 2026
Caledonia Investments plc has repurchased 67,890 of its own ordinary shares at an average price of 364.91 pence per share in a market buyback executed on 20 January 2026 through Peel Hunt LLP, with all acquired shares to be cancelled. The transact...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 65,740 Own Shares
Positive
Jan 20, 2026
Caledonia Investments plc has executed a share buyback, purchasing 65,740 of its own ordinary shares on 19 January 2026 at a weighted average price of 372.86 pence per share, with the shares to be cancelled. The transaction, executed through Peel ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 39,355 Shares After Market Buyback
Positive
Jan 19, 2026
Caledonia Investments has repurchased 39,355 of its own ordinary shares at an average price of 375 pence per share, with the shares to be cancelled as part of its capital management strategy. Following this buyback, the company’s issued shar...
DividendsRegulatory Filings and Compliance
Caledonia Executives Reinvest Interim Dividend into Shares Under Incentive Plan
Neutral
Jan 12, 2026
Caledonia Investments has disclosed routine share purchases by three executive directors under its Share Incentive Plan, following the payment of an interim dividend on 8 January 2026. Fiduchi Trustees (UK) Limited, acting as trustee of the plan, ...
Stock Buyback
Caledonia Investments Cancels 45,618 Shares After Buyback
Neutral
Jan 12, 2026
Caledonia Investments plc has executed a share buyback, purchasing 45,618 of its own ordinary shares on 9 January 2026 at an average price of 380.07 pence per share through broker Peel Hunt LLP, with the shares to be cancelled. Following this tran...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 10,000 Own Shares
Positive
Jan 7, 2026
Caledonia Investments plc has repurchased 10,000 of its own ordinary shares at an average price of 381.20 pence per share through Peel Hunt LLP, and the shares will be cancelled. Following this transaction, the company’s issued share capital...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 62,124 Shares in Latest Buyback
Positive
Jan 6, 2026
Caledonia Investments has executed a share buyback, purchasing 62,124 of its own ordinary shares at an average price of 379.61 pence per share on 5 January 2026 through Peel Hunt LLP, with the shares to be cancelled. Following this transaction, th...
Stock Buyback
Caledonia Investments Cancels 36,914 Shares in Latest Buyback
Positive
Jan 5, 2026
Caledonia Investments plc has repurchased 36,914 of its own ordinary shares at an average price of 380 pence per share in a market transaction executed on 2 January 2026, with all purchased shares to be cancelled. Following this buyback, the compa...
Regulatory Filings and Compliance
Caledonia Investments Confirms Share Capital and Voting Rights Structure
Neutral
Jan 2, 2026
Caledonia Investments plc has confirmed that, as of 31 December 2025, its issued share capital consists of 521,674,483 ordinary shares of 0.5p each, all carrying voting rights, with no shares held in treasury. This clarification of total voting ri...
Stock Buyback
Caledonia Investments Cancels 29,670 Shares After Buyback
Positive
Dec 31, 2025
Caledonia Investments has repurchased 29,670 of its own ordinary shares at an average price of 379.57 pence per share, with the shares to be cancelled. Following this transaction, the company’s issued share capital now stands at 521,674,483 ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 32,328 Shares After Buyback
Positive
Dec 30, 2025
Caledonia Investments plc has bought back 32,328 of its own ordinary shares at an average price of 380.69 pence per share in a transaction executed on 29 December 2025 through Peel Hunt LLP, with the shares to be cancelled. The repurchase, which l...
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.
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