Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

400.00p
   
  • Change Today:
      17.00p
  • 52 Week High: 400.00p
  • 52 Week Low: 312.00p
  • Currency: UK Pounds
  • Shares Issued: 506.20m
  • Volume: 603,648
  • Market Cap: £2,024.81m
  • 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.

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Financials

Latest F'cast
Div Yield 2.0% 0.0%
Div Cover 1.0 n/a
Op Mrgn 61.6% n/a
ROCE 1.4%  
Latest F'cast
P/E 49.9 n/a
PEG 0.0 n/a
Pr/Revenue 30.8 n/a
Pr/Book 0.7  
Latest F'cast
Revenue 21.1% n/a
PBT 34.1% n/a
EPS 35.1% n/a
DPS 4.3% 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 10-Nov-2026 07:00 RNS
Half-year Financial Report 10-Nov-2026 07:00 RNS
Transaction in Own Shares 09-Nov-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
27-Oct-26 Transfer From Robert Memmott 0.000p 40 £0.00
27-Oct-26 Buy Robert Memmott 377.00p 40 £150.80
27-Oct-26 Transfer From Mathew Masters 0.000p 40 £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 400.00p
Change Today 17.00p
% Change 4.44 %
52 Week High 400.00p
52 Week Low 312.00p
Volume 603,648
Shares Issued 506.20m
Market Cap £2,024.81m
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
48.22% below the market average48.22% below the market average48.22% below the market average48.22% below the market average48.22% below the market average
17.41% above the sector average17.41% above the sector average17.41% above the sector average17.41% above the sector average17.41% above the sector average
Price Trend
38.18% below the market average38.18% below the market average38.18% below the market average38.18% below the market average38.18% below the market average
63.91% below the sector average63.91% below the sector average63.91% below the sector average63.91% below the sector average63.91% below the sector average
Income
59.52% below the market average59.52% below the market average59.52% below the market average59.52% below the market average59.52% below the market average
41.3% below the sector average41.3% below the sector average41.3% below the sector average41.3% below the sector average41.3% below the sector average
Growth
84.50% above the market average84.50% above the market average84.50% above the market average84.50% above the market average84.50% above the market average
83.06% above the sector average83.06% above the sector average83.06% above the sector average83.06% above the sector average83.06% above the sector average

CLDN Dividends

  Latest Previous
  Special Interim
Ex-Div 26-Nov-26 26-Nov-26
Paid 06-Jan-27 06-Jan-27
Amount 20.00p 3.84p

Trades for 10-Nov-2026

Time Volume / Share Price
15:59 2,604 @ 397.55p
16:38 12 @ 400.00p
16:38 12 @ 400.00p
16:29 5 @ 399.00p
16:29 1 @ 399.00p

CLDN Key Personnel

CEO Mathew Masters
CFO Robert Memmott

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