Want to see GB:CLDN full AI Analyst Report?
Top Page
Caledonia Investments
(LSE:CLDN)
Select Model
Select Model
Rating:75Outperform
Price Target:
433.00 p
â–²(9.07% Upside)
Action:Reiterated
Date:08/20/26
The score is driven primarily by strong financial resilience (debt-free balance sheet and sizable equity base) and a constructive earnings update highlighting liquidity, disciplined deployment, and progressive dividends/buybacks. Offsetting these strengths are volatile earnings/cash flow typical of the business model and a continued headwind from weak shareholder returns tied to a wide discount to NAV. Technically, the trend appears broadly supportive longer-term but momentum is currently neutral.
Positive Factors
Debt-free balance sheet
A 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.
Negative Factors
Volatile earnings and cash flow
Because 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.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A 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.
Read all positive factors
Caledonia Investments (CLDN) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£2.01B
Dividend Yield1.94%
Average Volume (3M)290.41K
Price to Earnings (P/E)15.4
Beta (1Y)0.64
Revenue Growth68.95%
EPS Growth109.67%
CountryUK
Employees82
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)0.26
Shares Outstanding510,633,880
10 Day Avg. Volume257,743
30 Day Avg. Volume290,408
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 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 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...
How the Company Makes Money
Caledonia makes money primarily by generating investment returns from the assets it owns rather than by selling operating products or services. Key earnings drivers typically include: (1) Capital appreciation: increases in the value of its private...
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 | 139.90M | 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
Positive
397.00
Price Trends
384.45
Positive
370.84
Positive
363.27
Positive
Market Momentum
2.72
Positive
58.22
Neutral
69.70
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:CLDN, the sentiment is Positive. The current price of 397 is above the 20-day moving average (MA) of 392.02, above the 50-day MA of 384.45, and above the 200-day MA of 363.27, indicating a bullish trend. The MACD of 2.72 indicates Positive momentum. The RSI at 58.22 is Neutral, neither overbought nor oversold. The STOCH value of 69.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:CLDN.
Caledonia Investments Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | £812.07M | 7.83 | 11.59% | 7.18% | 37.81% | 83.65% | |
75 Outperform | £2.01B | 15.44 | 4.51% | 1.94% | 68.95% | 109.67% | |
75 Outperform | £9.07B | 13.30 | 15.55% | 3.76% | 17.81% | 93.71% | |
74 Outperform | £4.46B | 11.44 | 7.37% | 5.84% | 2.19% | 19.78% | |
67 Neutral | £1.69B | 13.35 | 8.95% | 6.04% | 5.39% | 85.13% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
55 Neutral | £8.51B | -77.53 | -3.86% | 5.74% | 67.89% | -87.40% |
* General Sector Average
GB:CLDN
Caledonia Investments
395.00
28.54
7.79%
GB:JUP
Jupiter Fund Management Plc
163.00
53.74
49.19%
GB:RAT
Rathbones Group PLC
1,656.00
-52.66
-3.08%
GB:SDR
Schroders
585.00
228.94
64.30%
GB:ABDN
Aberdeen Group
250.00
77.75
45.14%
GB:MNG
M&G Plc
357.40
118.23
49.44%
Caledonia Investments Corporate Events
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 114,017 Shares in Latest Buyback
Positive
Aug 20, 2026
Caledonia Investments plc has undertaken a share buyback, purchasing 114,017 of its own ordinary shares at an average price of 384.42 pence per share. The company intends to cancel these shares, reducing the number of shares in circulation and pot...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Aug 19, 2026
Caledonia Investments plc has repurchased 119,662 of its own ordinary shares at an average price of 389.92 pence per share, with the transaction executed through Peel Hunt LLP on 18 August 2026. The shares will be cancelled following the buyback, ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 15,795 Shares After Buyback
Positive
Aug 18, 2026
Caledonia Investments plc has bought back 15,795 of its own ordinary shares at an average price of 394 pence per share, with the company confirming that these shares will be cancelled rather than held in treasury. The transaction, executed through...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 103,782 Shares After Buyback
Positive
Aug 11, 2026
Caledonia Investments has repurchased 103,782 of its own ordinary shares at an average price of 392.67 pence each, with the shares bought through Peel Hunt and slated for cancellation. Following this transaction, the company’s issued share c...
DividendsRegulatory Filings and Compliance
Caledonia Executives Reinvest Interim Dividend Through Share Incentive Plan
Neutral
Aug 6, 2026
Caledonia Investments has disclosed routine share transactions by senior executives under its Share Incentive Plan, in line with UK Market Abuse Regulation reporting requirements. Following payment of an interim dividend of 4.004 pence per share, ...
Business Operations and StrategyM&A Transactions
Caledonia Investments Takes Majority Stake in Conquip to Drive UK Infrastructure Growth
Positive
Aug 4, 2026
Caledonia Investments has acquired a 61% majority stake in Conquip Engineering Group for £49.5m, backing the family-owned provider of safety-critical equipment and solutions to infrastructure, utilities, energy and the built environment. Conq...
Regulatory Filings and Compliance
Caledonia Investments Confirms Total Voting Rights and Share Capital
Neutral
Aug 3, 2026
Caledonia Investments has confirmed that, as of 31 July 2026, its issued share capital consists of 511,729,306 ordinary shares of 0.5p each, all of which carry voting rights and with no shares held in treasury. This disclosure provides shareholder...
Business Operations and StrategyRegulatory Filings and Compliance
Caledonia Executives Add Shares Under Incentive Plan
Neutral
Jul 28, 2026
Caledonia Investments has reported routine share transactions involving its chief executive, Mathew Masters, and chief financial officer, Robert Memmott, under the firm’s Share Incentive Plan. Each executive purchased 39 partnership shares a...
Regulatory Filings and Compliance
Caledonia Chair William Wyatt Increases Beneficial Stake Through Share Scheme and Family Transactions
Positive
Jul 28, 2026
Caledonia Investments has disclosed a series of share transactions involving chair and non-executive director William Wyatt and entities closely associated with him, in line with UK Market Abuse Regulation. Wyatt received 41,335 shares at nil cost...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 27, 2026
Caledonia Investments has repurchased 127,741 of its own ordinary shares at an average price of 381 pence per share, with the transaction executed through Peel Hunt. The company plans to cancel the repurchased shares, reducing its share count and ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 131,027 Shares in Latest Buyback
Positive
Jul 24, 2026
Caledonia Investments plc has repurchased 131,027 of its own ordinary shares at an average price of 377.38 pence per share, with the shares to be cancelled. Following this transaction, the company’s issued share capital now comprises 511,857...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 23, 2026
Caledonia Investments plc has repurchased 101,299 of its own ordinary shares at an average price of 379 pence per share, with all repurchased shares to be cancelled. Following this transaction, the company’s issued share capital stands at 51...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 22, 2026
Caledonia Investments has bought back 120,947 of its own ordinary shares at an average price of 378.26 pence per share via Peel Hunt, with the shares to be cancelled. The transaction, completed on 21 July 2026, reduces the company’s share co...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Share Buyback to Tighten Capital Base
Positive
Jul 21, 2026
Caledonia Investments plc is a London-listed investment trust that manages a diversified portfolio of assets on behalf of shareholders. The company focuses on long-term, active investment across multiple sectors, seeking to generate sustainable re...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Newly Repurchased Shares in Capital Management Move
Positive
Jul 20, 2026
Caledonia Investments plc has executed a share buyback, purchasing 88,259 of its own ordinary shares at an average price of 380.16 pence per share through Peel Hunt LLP, with the shares to be cancelled. This transaction reduces the company’s...
Business Operations and StrategyStock Buyback
Caledonia Trims Share Count With Targeted Buyback
Positive
Jul 16, 2026
Caledonia Investments has repurchased 37,709 of its own ordinary shares at an average price of 381 pence per share and will cancel the stock, modestly reducing its share count. Following the transaction, the company’s issued share capital st...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Caledonia Investments Names Guy Davison Chair of Nomination Committee
Positive
Jul 15, 2026
Caledonia Investments plc has appointed independent non-executive director and Senior Independent Director Guy Davison as Chair of its Nomination Committee, effective immediately. The move underscores the company’s emphasis on governance and...
Stock BuybackDividendsRegulatory Filings and ComplianceShareholder Meetings
Caledonia Investments Shareholders Back All AGM Resolutions and Governance Framework
Positive
Jul 15, 2026
Caledonia Investments plc reported that all resolutions at its annual general meeting on 15 July 2026 were duly passed, including the adoption of the annual report and accounts and approval of the directors’ remuneration report and policy. S...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 102,732 Shares in Latest Buyback
Positive
Jul 10, 2026
Caledonia Investments plc has bought back 102,732 of its own ordinary shares on 9 July 2026 at a weighted average price of 379.98 pence per share, with the shares to be cancelled. Following this transaction, the investment trust reports an issued ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 8, 2026
Caledonia Investments plc has bought back 38,013 of its own ordinary shares at an average price of 376.50 pence per share, with the shares to be cancelled. The transaction, executed on 7 July 2026 through Peel Hunt LLP, reduces the company’s...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 90,500 Shares in Latest Buyback
Positive
Jul 7, 2026
Caledonia Investments plc has executed a share buyback, purchasing 90,500 of its own ordinary shares on 6 July 2026 at an average price of 377 pence per share. The company has stated that all repurchased shares will be cancelled following the tran...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 6, 2026
Caledonia Investments plc has executed a share buyback, purchasing 109,277 ordinary shares of 0.5 pence each on 3 July 2026 through Peel Hunt LLP at a weighted average price of 376.93 pence per share, with the shares to be cancelled. Following thi...
Business Operations and StrategyPrivate Placements and Financing
Caledonia completes £60m minority stake in Blue Diamond garden centre group
Positive
Jul 3, 2026
Caledonia Investments has completed a £60 million minority investment in Blue Diamond, the leading garden centre operator in the UK and Channel Islands, securing a fully diluted 16% stake. The deal allocates £40 million to fund future gr...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 3, 2026
Caledonia Investments plc has moved to adjust its capital structure by buying back 111,388 of its own ordinary shares at an average price of 375.00 pence per share. The shares, purchased through Peel Hunt LLP on 2 July 2026, will be cancelled, red...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 111,545 Shares in Latest Buyback
Positive
Jul 2, 2026
Caledonia Investments has repurchased 111,545 of its own ordinary shares at a weighted average price of 372.97 pence per share, with the shares acquired through Peel Hunt LLP and subsequently cancelled. Following this transaction, the company̵...
Regulatory Filings and Compliance
Caledonia Investments Confirms Total Voting Rights and Share Capital
Neutral
Jul 1, 2026
Caledonia Investments plc has confirmed that, as at 30 June 2026, its issued share capital comprised 513,022,153 ordinary shares of 0.5 pence each, all carrying voting rights, with no shares held in treasury. This disclosure provides shareholders ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jul 1, 2026
Caledonia Investments plc has repurchased 20,241 of its own ordinary shares at an average price of 368.50 pence per share, with the transaction executed through Peel Hunt LLP on 30 June 2026. The company plans to cancel these shares, leaving 513,0...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia boosts executive and staff stakes with new share awards
Positive
Jun 30, 2026
Caledonia Investments has disclosed routine share transactions under its Share Incentive Plan, in line with UK Market Abuse Regulation requirements. Fiduchi Trustees purchased 799 ordinary shares on behalf of executive directors, with participatin...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Newly Repurchased Shares in Ongoing Buyback
Positive
Jun 30, 2026
Caledonia Investments plc, a U.K. investment trust in the financial services industry, manages a diversified portfolio designed to generate long-term returns for shareholders. The company uses active investment strategies and capital management to...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jun 29, 2026
Caledonia Investments plc has repurchased 139,259 of its own ordinary shares at an average price of 357.50 pence per share, with the transaction executed through broker Peel Hunt. The company intends to cancel these shares, reducing its share coun...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 124,000 Shares in Capital Management Move
Positive
Jun 26, 2026
Caledonia Investments has repurchased 124,137 of its own ordinary shares at an average price of 355.60 pence per share, with the transaction executed through Peel Hunt on 25 June 2026. The company plans to cancel these shares, reducing its share c...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels Over 100,000 Shares
Positive
Jun 25, 2026
Caledonia Investments plc has repurchased 105,622 of its own ordinary shares at an average price of 352.53 pence per share, with the transaction executed through Peel Hunt LLP. The company intends to cancel all of the repurchased shares, reducing ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 115,000-Plus Shares in Latest Buyback
Positive
Jun 24, 2026
Caledonia Investments has repurchased 115,124 of its own ordinary shares at an average price of 352 pence per share, with all acquired shares to be cancelled. Following this transaction, the company’s issued share capital stands at 513,562,6...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 107,862 Shares After Buyback
Positive
Jun 23, 2026
Caledonia Investments plc has repurchased 107,862 of its own ordinary shares at an average price of 357.15 pence per share, with the shares to be cancelled. Following this transaction, the company’s issued share capital now comprises 513,677...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 111,295 Shares in Latest Buyback
Positive
Jun 22, 2026
Caledonia Investments plc has executed a share buyback, purchasing 111,295 of its own ordinary shares on 19 June 2026 at an average price of 359.64 pence per share through broker Peel Hunt LLP, with the shares to be cancelled. Following this trans...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 111,916 Shares in Latest Buyback
Positive
Jun 19, 2026
Caledonia Investments has repurchased 111,916 of its own ordinary shares at a weighted average price of 356.87 pence per share, with the shares acquired through Peel Hunt and subsequently cancelled. Following this buyback, the company’s issu...
Business Operations and StrategyStock Buyback
Caledonia Investments Tightens Equity Base with Targeted Share Buyback
Positive
Jun 18, 2026
Caledonia Investments has repurchased 101,113 of its ordinary shares at an average price of 355.26 pence per share, with the shares to be cancelled following the transaction. This move reduces the company’s share count to 514,008,815 shares ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cuts Share Count with Targeted Buyback
Positive
Jun 17, 2026
Caledonia Investments has repurchased 81,122 of its own ordinary shares at an average price of 355 pence per share, with all bought-back shares to be cancelled. The move modestly reduces the company’s share count to 514,109,928 voting shares...
Business Operations and StrategyPrivate Placements and Financing
Caledonia to Take 16% Stake in Blue Diamond with £60m Growth Investment
Positive
Jun 17, 2026
Caledonia Investments has agreed to invest about £60m in Blue Diamond, the leading garden centre operator in the UK and Channel Islands, taking an expected 16% minority stake once shareholder and other approvals are secured. The deal aligns w...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Targeted Buyback
Positive
Jun 16, 2026
Caledonia Investments has repurchased 106,361 of its own ordinary shares at an average price of 355 pence per share, with all acquired shares set to be cancelled. Following this transaction, the company’s issued share capital now comprises 5...
Financial DisclosuresRegulatory Filings and ComplianceShareholder Meetings
Caledonia Investments Publishes 2026 Annual Report and AGM Notice
Neutral
Jun 11, 2026
Caledonia Investments has published its annual report and accounts for the year ended 31 March 2026, along with the notice of its 2026 annual general meeting and proxy form for shareholders. These documents have been made available via the UK̵...
Business Operations and StrategyStock Buyback
Caledonia Investments Buys Back and Cancels 79,828 Shares
Positive
Jun 10, 2026
Caledonia Investments has repurchased 79,828 of its own ordinary shares at an average price of 350.10 pence per share via Peel Hunt LLP, with the shares to be cancelled. Following this transaction, the company’s issued share capital now comp...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After Fresh Buyback
Positive
Jun 9, 2026
Caledonia Investments has bought back 81,670 of its own ordinary shares at an average price of 353.63 pence per share, with the shares to be cancelled. The move reduces the company’s share count to 514,377,239 shares with voting rights, marg...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 110,000 Shares in Latest Buyback
Positive
Jun 8, 2026
Caledonia Investments plc has executed a share buyback, purchasing 110,119 of its own ordinary shares on 5 June 2026 at a weighted average price of 354.84 pence per share. The company intends to cancel these shares, reducing its outstanding share ...
Executive/Board ChangesRegulatory Filings and Compliance
Caledonia CEO increases stake following performance share award
Positive
Jun 5, 2026
Caledonia Investments has disclosed share transactions involving its chief executive, Mathew Masters, under its 2020 Performance Share Scheme. On 4 June 2026, Masters received 94,938 ordinary shares at no cost from the company’s employee ben...
Stock Buyback
Caledonia Investments Cancels 95,124 Shares After Buyback
Positive
Jun 5, 2026
Caledonia Investments plc has executed a share buyback, purchasing 95,124 of its own ordinary shares at an average price of 365.00 pence per share, with all repurchased shares to be cancelled. Following this transaction, the company’s issued...
Stock Buyback
Caledonia Investments Buys Back and Cancels 76,111 Shares
Positive
Jun 4, 2026
Caledonia Investments plc has repurchased 76,111 of its own ordinary shares at an average price of 366.50 pence per share, with all of the shares to be cancelled. Following this transaction, the company’s issued share capital now comprises 5...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Caledonia Investments Grants Nil-Cost Share Options to Executive Directors
Neutral
Jun 3, 2026
Caledonia Investments has granted nil-cost share options to three executive directors under its 2020 Performance Share Scheme and Deferred Bonus Plan, based on a reference share price of 363.5p. The awards, which cover both performance-related and...
Stock Buyback
Caledonia Investments Cancels 86,726 Shares After Buyback
Positive
Jun 3, 2026
Caledonia Investments has repurchased 86,726 of its own ordinary shares at an average price of 368 pence per share, acting through broker Peel Hunt LLP. The shares will be cancelled, reducing the company’s share count and leaving 514,740,263...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels Shares After New Buyback
Positive
Jun 2, 2026
Caledonia Investments plc has repurchased 87,177 of its own ordinary shares at an average price of 364 pence per share, with all of the bought-back stock to be cancelled. Following this transaction, the company’s issued share capital now com...
Business Operations and StrategyStock BuybackM&A Transactions
Caledonia crystallises 3.2x return on Stonehage Fleming sale to Corient
Positive
Jun 1, 2026
Caledonia Investments has completed the sale of its minority stake in multifamily office Stonehage Fleming to U.S.-based Corient Private Wealth, crystallising cash proceeds of £290m net of expenses, plus around £4m in contingent consider...
Regulatory Filings and Compliance
Caledonia Investments Confirms Total Voting Shares for Disclosure Purposes
Neutral
Jun 1, 2026
Caledonia Investments has confirmed that, as of 31 May 2026, its issued share capital consists of 514,914,166 ordinary shares of 0.5 pence each, all carrying voting rights and with no shares held in treasury. This share count serves as the officia...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 82,468 Shares in Latest Buyback
Positive
Jun 1, 2026
Caledonia Investments has bought back 82,468 of its own ordinary shares at an average price of 364.38 pence each, with the shares to be cancelled. Following this transaction, the company’s issued share capital stands at 514,914,166 ordinary ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 82,137 Shares After Buyback
Positive
May 29, 2026
Caledonia Investments has bought back 82,137 of its own ordinary shares at an average price of 363.26 pence per share, with the shares purchased through Peel Hunt and scheduled for cancellation. Following this transaction, the company’s issu...
Other
Caledonia Executives Add Shares Under Incentive Plan
Neutral
May 28, 2026
Caledonia Investments has reported routine share transactions under its Share Incentive Plan involving chief executive Mathew Masters and chief financial officer Robert Memmott. On 27 May, each executive purchased 41 partnership shares at £3....
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 72,149 Shares in Latest Buyback
Positive
May 28, 2026
Caledonia Investments plc has repurchased 72,149 of its own ordinary shares at an average price of 367.60 pence per share, with the transaction executed through Peel Hunt LLP. The company plans to cancel these shares, a move that reduces the numbe...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 75,000 Shares After Buyback
Positive
May 27, 2026
Caledonia Investments has repurchased 75,000 of its own ordinary shares at an average price of 363.91 pence per share in a market buyback executed through Peel Hunt. The company will cancel the shares, reducing the number of shares in issue with v...
Business Operations and StrategyExecutive/Board Changes
Caledonia Director Farah Buckley Joins Foxtons Board as Non-Executive
Positive
May 26, 2026
Caledonia Investments has announced a change in its boardroom cross-appointments, with non-executive director Farah Buckley set to join the board of Foxtons Group as a non-executive director from 1 June 2026. The additional external board role bro...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 156,098 Shares After Buyback
Positive
May 26, 2026
Caledonia Investments has repurchased 156,098 of its own ordinary shares at an average price of 357.87 pence per share, with the transaction executed through broker Peel Hunt. The company plans to cancel these shares, reducing its share count and ...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 153,440 Shares After Buyback
Positive
May 22, 2026
Caledonia Investments plc has repurchased 153,440 of its own ordinary shares at a weighted average price of 360.34 pence per share, with the shares bought through Peel Hunt LLP and subsequently cancelled. Following this transaction, the company...
Business Operations and StrategyStock Buyback
Caledonia Investments Cancels 103,000 Shares in Latest Buyback
Positive
May 21, 2026
Caledonia Investments has repurchased 103,187 of its own ordinary shares at an average price of 365.02 pence per share, with the transaction executed through Peel Hunt LLP. The company intends to cancel these shares, reducing its share count and 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.
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.