Caledonia Investments Plc (LON:CLDN)
London · Delayed Price · Currency is GBP · Price in GBX | Market Cap | 1.84B -6.8% |
| Revenue (ttm) | 163.90M +69.7% |
| Net Income | 135.20M +104.5% |
| EPS | 0.26 +110.2% |
| Shares Out | 514.76M |
| PE Ratio | 14.04 |
| Forward PE | n/a |
| Dividend | 0.08 (2.15%) |
| Ex-Dividend Date | Jul 2, 2026 |
| Volume | 564,636 |
| Open | 359.00 |
| Previous Close | 358.00 |
| Day's Range | 354.00 - 366.00 |
| 52-Week Range | 312.00 - 395.00 |
| Beta | 0.80 |
| Analysts | Buy |
| Price Target | 420.00 (+15.39%) |
| Earnings Date | May 19, 2026 |
About Caledonia Investments
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 Investments plc was founded in 1928 and is based in London, United Kingdom. [Read more]
Financial Performance
In fiscal year 2026, Caledonia Investments's revenue was 163.90 million, an increase of 69.67% compared to the previous year's 96.60 million. Earnings were 135.20 million, an increase of 104.54%.
Financial StatementsNews
Full Year 2026 Caledonia Investments PLC Earnings Presentation Transcript
Full Year 2026 Caledonia Investments PLC Earnings Presentation Transcript
Caledonia Investments Earnings Call Transcript: H2 2026
NAV total return reached 5.4% with all investment pools contributing, but TSR was -7.1% due to a widened discount to NAV. Private capital and funds pools outperformed, and the sale of Stonehage Fleming will deliver significant proceeds. Dividend growth continued for the 59th year.
Caledonia Investments Annual report: H2 2026
Caledonia Investments has published its H2 2026 annual report on May 19, 2026.
Caledonia Investments Slides: H2 2026
Caledonia Investments has posted slides in relation to its H2 2026 quarterly earnings report, which was published on May 19, 2026.
Caledonia Investments initiated with an Overweight at Barclays
Barclays analyst Conor Finn initiated coverage of Caledonia Investments (CALEF) with an Overweight rating and 420 GBp price target The shares are trading at a historically wide discount, the analyst…
Caledonia Investments Transcript: Investor update
The fund maintains a disciplined, long-term investment approach, focusing on high-quality businesses in North America and Asia, with strong risk management and alignment of interests. Portfolios are diversified, maturing, and positioned for improved cash flows as exit markets recover.
Caledonia Investments Slides: Investor update
Caledonia Investments has posted slides in relation to its latest quarterly earnings report, which was published on January 27, 2026.
Caledonia Investments Earnings Call Transcript: H1 2026
NAV total return reached 4.4% and shareholder return 8.5% for the half-year, with strong public and private capital performance. The sale of Stonehage Fleming is set to deliver a significant uplift, and liquidity remains robust despite FX headwinds.
Caledonia Investments Quarterly report: H1 2026
Caledonia Investments has published its H1 2026 quarterly earnings report on November 25, 2025.
Caledonia Investments Slides: H1 2026
Caledonia Investments has posted slides in relation to its H1 2026 quarterly earnings report, which was published on November 25, 2025.
Caledonia Investments Transcript: Investor Update
A disciplined, long-term investment approach focused on high-quality companies has driven strong returns, with concentrated portfolios, rigorous quality assessment, and active risk management. Both capital and income strategies are maintained for diversification, and the team leverages market volatility to enhance value.
Caledonia Investments Slides: Investor Update
Caledonia Investments has posted slides in relation to its latest quarterly earnings report, which was published on June 24, 2025.