CALEF Stock Chart & Stats
$5.38
$0.06(1.25%)
At close: 4:00 PM EDT
$5.38
$0.06(1.25%)
Day’s Range― - ―
52-Week Range$3.93 - $5.83
Previous CloseN/A
Volume200.00
Average Volume (3M)0.00
Market Cap
$2.71B
Enterprise Value$1.74B
Total Cash (Recent Filing)$90.00M
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)15.2
Beta0.87
Next Earnings
Dec 01, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.02%
Share Statistics
EPS (TTM)0.26
Shares Outstanding510,633,880
10 Day Avg. Volume0
30 Day Avg. Volume0
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 Cap0.64
Enterprise Value/Revenue10.49
Enterprise Value/Gross Profit12.81
Enterprise Value/Ebitda12.50
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
Bulls Say, Bears Say
Bulls Say
Debt-free Balance SheetA debt-free structure, substantial cash and committed undrawn facilities give Caledonia flexibility to support holdings, fund commitments and pursue attractive investments without forced sales or excessive financing risk.
Strong Long-term Investment RecordThe long record of generating attractive realised returns demonstrates investment selection and value-realisation capability, supporting the case that portfolio management can compound capital beyond a single reporting period.
Private Capital PerformanceStrong private-capital returns and a sizeable realisation provide evidence of operating-company value creation while replenishing deployable capital, potentially strengthening the portfolio mix and future return opportunities.
Bears Say
Volatile Earnings And Cash FlowBecause results depend on investment valuations, distributions and transaction timing, profitability and cash generation can fluctuate materially. This reduces earnings predictability and complicates assessment of recurring performance.
Foreign-exchange ExposureThe large non-sterling exposure creates an ongoing translation risk for NAV and returns. Currency movements can dilute otherwise sound underlying investment performance and add variability to shareholder outcomes.
Slow Realisations And Longer Holding PeriodsSlower exits can delay cash distributions, limit portfolio recycling and leave capital tied up for longer. Reduced transaction and IPO activity may therefore constrain near-term liquidity and the pace of value realisation.
Caledonia Investments News
CALEF FAQ
What was Caledonia Investments’s price range in the past 12 months?
Caledonia Investments lowest stock price was $3.93 and its highest was $5.83 in the past 12 months.
What is Caledonia Investments’s market cap?
Caledonia Investments’s market cap is $2.71B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is Dec 01, 2026 which is in 83 days.
How were Caledonia Investments’s earnings last quarter?
Caledonia Investments released its earnings results on May 19, 2026. The company reported $0.021 earnings per share for the quarter.
Is Caledonia Investments overvalued?
According to Wall Street analysts Caledonia Investments’s price is currently Overvalued.
Does Caledonia Investments pay dividends?
Caledonia Investments pays a Semiannually dividend of $0.053 which represents an annual dividend yield of 2.02%. 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 510,633,880 shares outstanding.
What happened to Caledonia Investments’s price movement after its last earnings report?
Caledonia Investments reported an EPS of $0.021 in its last earnings report. Following the earnings report the stock price went down -2.673%.
Which hedge fund is a major shareholder of Caledonia Investments?
Currently, no hedge funds are holding shares in CALEF
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
Outperform
1
2
3
4
5
6
7
8
9
10
Insider Transactions
Sold Shares
Worth $79.0K 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
4.96%
12-Months-Change
Fundamentals
Return on Equity
2.02%
Trailing 12-Months
Asset Growth
3.46%
Trailing 12-Months
Learn more about TipRanks Smart Score
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.
Technical Analysis
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