Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

377.50p
   
  • Change Today:
      2.50p
  • 52 Week High: 391.50
  • 52 Week Low: 312.00
  • Currency: UK Pounds
  • Shares Issued: 512.80m
  • Volume: 531,204
  • Market Cap: £1,935.82m
  • RiskGrade: 108

CLDN Overview

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.8 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as basic materials, consumer staples, financials, healthcare, industrials, real estate, retailers, technology, telecommunications, and utilities.

1 Day Chart (03-07-2026)

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Financials

Latest F'cast
Div Yield 2.2% 0.0%
Div Cover 1.0 n/a
Op Mrgn 61.6% n/a
ROCE 1.4%  
Latest F'cast
P/E 46.2 n/a
PEG 0.0 n/a
Pr/Revenue 28.6 n/a
Pr/Book 0.6  
Latest F'cast
Revenue 21.1% n/a
PBT 34.1% n/a
EPS 1250.9% n/a
DPS 943.5% n/a

CLDN Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-22 51.60 28.30 7.21p 49.1 1.5 +33% 6.48p 1.8%
31-Mar-23 44.00 24.90 3.79p 89.4 n/a -47% 6.74p 2.0%
31-Mar-24 62.70 38.70 7.45p 44.0 0.5 +97% 7.04p 2.1%
31-Mar-25 52.70 29.90 5.70p 62.1 n/a -24% 7.36p 2.1%
31-Mar-26 63.80 40.10 7.70p 41.7 1.2 +35% 7.68p 2.4%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

CLDN Company Announcements

Transaction in Own Shares 03-Jul-2026 07:00 RNS
Completion of investment in Blue Diamond 03-Jul-2026 07:00 RNS
Transaction in Own Shares 02-Jul-2026 07:00 RNS

CLDN ShareCast News

Caledonia to invest £60m in garden centre operat... 17-Jun-2026 ShareCast
Stonehage Fleming sale helps lift Caledonia Inve... 19-May-2026 ShareCast
Caledonia Investments agrees to sell Stonehage F... 02-Sep-2025 ShareCast

CLDN Top Newspaper Links

Caledonia boosts dividend after new investment f... 29-May-2009 The Scotsman
Death of Peter Buckley 03-Dec-2008 The Scotsman
Scrutineer: Investing in caution 30-May-2008 The Scotsman

Latest CLDN Director Deals

Traded Action Notifier PriceAmountValue
26-Jun-26 Transfer From Robert Memmott 0.000p 43 £0.00
26-Jun-26 Buy Robert Memmott 354.94p 43 £152.62
26-Jun-26 Transfer From Mathew Masters 0.000p 43 £0.00

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

CLDN Market Data

Currency UK Pounds
Share Price 377.50p
Change Today 2.50p
% Change 0.67 %
52 Week High 391.50
52 Week Low 312.00
Volume 531,204
Shares Issued 512.80m
Market Cap £1,935.82m
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
43.25% above the market average43.25% above the market average43.25% above the market average43.25% above the market average43.25% above the market average
61.48% above the sector average61.48% above the sector average61.48% above the sector average61.48% above the sector average61.48% above the sector average
Price Trend
29.66% above the market average29.66% above the market average29.66% above the market average29.66% above the market average29.66% above the market average
9.70% above the sector average9.70% above the sector average9.70% above the sector average9.70% above the sector average9.70% above the sector average
Income
76.26% below the market average76.26% below the market average76.26% below the market average76.26% below the market average76.26% below the market average
81.63% below the sector average81.63% below the sector average81.63% below the sector average81.63% below the sector average81.63% below the sector average
Growth
23.3% below the market average23.3% below the market average23.3% below the market average23.3% below the market average23.3% below the market average
20.71% below the sector average20.71% below the sector average20.71% below the sector average20.71% below the sector average20.71% below the sector average

CLDN Dividends

  Latest Previous
  Final Interim
Ex-Div 02-Jul-26 04-Dec-25
Paid 06-Aug-26 08-Jan-26
Amount 4.00p 3.68p

Trades for 03-Jul-2026

Time Volume / Share Price
16:36 55,090 @ 377.50p
16:35 35,670 @ 377.50p
16:35 7 @ 377.50p
16:35 257 @ 377.50p
16:35 538 @ 377.50p

CLDN Key Personnel

CEO Mathew Masters
Chair David Stewart
CFO Robert Memmott

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