Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

 3,765.00p
   
  • Change Today:
      0.000p
  • 52 Week High: 3,905.00
  • 52 Week Low: 3,215.00
  • Currency: UK Pounds
  • Shares Issued: 52.64m
  • Volume: 2,227
  • Market Cap: £1,981.72m
  • 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 0.8 n/a
Op Mrgn 46.3% n/a
ROCE 1.1%  
Latest F'cast
P/E 65.5 n/a
PEG n/a n/a
Pr/Revenue 37.0 n/a
Pr/Book 0.7  
Latest F'cast
Revenue -14.5% n/a
PBT -22.7% n/a
EPS -22.8% n/a
DPS 4.5% n/a

CLDN Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-21 44.70 22.40 54.30p 48.7 n/a -14% 62.90p 2.4%
31-Mar-22 51.60 28.30 72.10p 49.1 1.5 +33% 64.80p 1.8%
31-Mar-23 44.00 24.90 37.90p 89.4 n/a -47% 67.40p 2.0%
31-Mar-24 62.70 38.70 74.50p 44.0 0.5 +97% 70.40p 2.1%
31-Mar-25 53.60 29.90 57.50p 61.6 n/a -23% 73.60p 2.1%

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

CLDN Company Announcements

Director/PDMR Shareholding 13-Jun-2025 15:25 RNS
Annual report, AGM and proposed share sub-division 12-Jun-2025 15:00 RNS
Net Asset Value(s) 05-Jun-2025 09:30 RNS

CLDN ShareCast News

Caledonia Investments buys majority stake in DTM... 19-Aug-2024 ShareCast
Caledonia Investments grows NAV by 7.4% 08-Apr-2024 ShareCast
Director dealings: Caledonia finance chief inves... 25-Sep-2023 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
12-Jun-25 Sell Mathew Masters 3,780.00p 3,870 £146,286.00
12-Jun-25 Exercise of option Mathew Masters 0.000p 3,870 £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 3,765.00p
Change Today 0.000p
% Change 0.00 %
52 Week High 3,905.00
52 Week Low 3,215.00
Volume 2,227
Shares Issued 52.64m
Market Cap £1,981.72m
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
45.03% above the market average45.03% above the market average45.03% above the market average45.03% above the market average45.03% above the market average
67.27% above the sector average67.27% above the sector average67.27% above the sector average67.27% above the sector average67.27% above the sector average
Price Trend
53.38% above the market average53.38% above the market average53.38% above the market average53.38% above the market average53.38% above the market average
65.02% above the sector average65.02% above the sector average65.02% above the sector average65.02% above the sector average65.02% above the sector average
Income
73.66% below the market average73.66% below the market average73.66% below the market average73.66% below the market average73.66% below the market average
78.89% below the sector average78.89% below the sector average78.89% below the sector average78.89% below the sector average78.89% below the sector average
Growth
29.25% below the market average29.25% below the market average29.25% below the market average29.25% below the market average29.25% below the market average
23.64% below the sector average23.64% below the sector average23.64% below the sector average23.64% below the sector average23.64% below the sector average

CLDN Dividends

  Latest Previous
  Final Interim
Ex-Div 26-Jun-25 05-Dec-24
Paid 07-Aug-25 09-Jan-25
Amount 53.91p 19.69p

Trades for 18-Jun-2025

Time Volume / Share Price
08:24 2 @ 3,798.29p
08:02 0 @ 3,810.00p
08:02 0 @ 3,810.00p
08:02 2,160 @ 3,782.35p
08:00 65 @ 3,793.35p

CLDN Key Personnel

CEO Mathew Masters
Chair David Stewart
CFO Robert Memmott

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