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Caledonia Investments plc Stock: price and insider trades · United Kingdom

ISIN GB0001639920GB·Mcap £1.9B

No insider purchase over the last 90 days. The latest, by The Dunchurch Lodge Stud Company, was filed 28 Jul 2026.

Caledonia Investments plc: what insiders have been doing

Caledonia Investments plc is a listed company. Its insiders report their share dealings to RNS (LSE). From 8 November 2025 to 8 November 2026, the disclosure feed for Caledonia Investments plc logged 64 filings by 16 insiders.

On the market, 4 insiders bought (7 purchases totalling €391k) while 2 insiders sold (5 sales totalling €2.2M). Sales outweigh purchases by €1.8M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Among those who bought: 4 board members. Biggest ticket of the year: €839k, sold by Mathew Simon Dexter Masters and made public on 23 January 2026.

The most recent open-market purchase was published on 28 July 2026, 103 days ago. Typically, a trade is published a median of 3 days after it takes place. The legal deadline for notifying a trade is three business days (UK MAR).

Across the 835 companies tracked on its exchange, the median is 6 filings; at 64 filings, this issuer sits above that mark. Our records for Caledonia Investments plc go back to 2016, with 89 purchases and 31 sales on the open market in total.

These figures are compiled from regulatory filings published by RNS (LSE). They describe what insiders did and are not a recommendation.

Insider Decl.
238
Thresholds
n/a
Buy Volume
€7M
89 ops. · all time
Sell Volume
€15M
31 ops. · all time

Who traded when

BuySale
Mathew Simon Dexter Masters1 buy4 sales
The Dunchurch Lodge Stud Company5 buys
William Penfold Wyatt3 sales
The WP Wyatt 2022 Discretionary Settlement2 buys
C Masters1 buy
Knossington Holdings Company1 buy

+2 other insiders

This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.

Fundamental score
Ranked 10,205 of 26,911 companies
57.6
score / 100
Value
52
Quality
64
FCF yld1.9%
Earn yld7.0%
EV/EBITDA16.1x
ROE4.6%
Gross mgn·
Net mgn84%
Debt/EBITDA1.9x
Pillars2/3

Transparent value + quality ranking, distinct from the insider signal.

Financial data

as of FY 2023

FY ended March 2023 · cache

£3.83
Analyst consensus
1 analysts
2.00/5
£4.20Target £4.20(+10%)£4.20
Income statement
Revenue£160.5M
EBITDA£136.6M85% margin
Net income£135.2M84.2% margin
Valuation
PER (trailing)14.7x
P/Book67.1x
Beta0.82
Balance sheet & cash
Market cap£1.9B
Total debt£266M
Free Cash Flow£37.3M
Profitability & ownership
ROE4.6%
ROA2.8%
% insiders4.5%
% institutions51.3%
Last declaration on 29 October 2026
Declarations238 total
  • ◆
    Executive Director/Chief Executive OfficerExecutives
    151 GBP23RNS
    80 shares@ £3.770.0% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9848327-0
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    151 GBP20RNS
    80 shares@ £3.770.1% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9848327-1
  • ◆
    Executive Director/Chief Executive OfficerExecutives
    299 GBP23FCA-NSM
    78 shares@ £3.83240.0000% mcap0.0% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:30309203-3f7d-47ba-9554-4b42da19017d-0
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    299 GBP20FCA-NSM
    78 shares@ £3.83240.0000% mcap0.3% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:30309203-3f7d-47ba-9554-4b42da19017d-1
  • ◆
    Executive Director/Chief Executive OfficerExecutives
    300 GBP23FCA-NSM
    76 shares@ £3.9420.0000% mcap0.0% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:9ab9955a-bd6a-4953-ac08-ba6df94478da-0
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    300 GBP20FCA-NSM
    76 shares@ £3.9420.0000% mcap0.3% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:9ab9955a-bd6a-4953-ac08-ba6df94478da-1
  • ◆
    Executive DirectorExecutives
    16 GBP31RNS
    4 shares@ £3.90750.0000% mcap0.0% of flowXLONISIN GB00BTNQ8K38RNS:9709545-0
  • ◆
    Executive Director/Chief Executive OfficerExecutives
    59 GBP42RNS
    15 shares@ £3.90670.0000% mcap0.0% of flowXLONISIN GB00BTNQ8K38RNS:9709545-1
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    59 GBP39RNS
    15 shares@ £3.90670.0000% mcap0.1% of flowXLONISIN GB00BTNQ8K38RNS:9709545-2
  • ▼
    Chair and Non-Executive DirectorExecutives
    155,626 GBP9RNS
    82,670 shares@ £3.7650.0081% mcap4.0% of flowXLONISIN GB00BTNQ8K38RNS:9691557-0
  • ◆
    Director/Chief Executive OfficerExecutives
    150 GBP23RNS
    78 shares@ £3.840.0000% mcap0.0% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9691573-0
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    150 GBP20RNS
    78 shares@ £3.840.0000% mcap0.1% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9691573-1
  • ◆
    Director/Chief Executive OfficerExecutives
    300 GBP23FCA-NSM
    78 shares@ £3.840.0000% mcap0.0% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:7a6cc8f0-6f4d-4b42-9bee-2bc1a115d64a-0
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    300 GBP20FCA-NSM
    78 shares@ £3.840.0000% mcap0.3% of flowOutside a trading venueISIN GB00BTNQ8K38FCA-NSM:7a6cc8f0-6f4d-4b42-9bee-2bc1a115d64a-1
  • ▼
    Chair and Non-Executive DirectorExecutives
    311,253 GBP12FCA-NSM
    82,670 shares@ £3.7650.016% mcap7.9% of flowXLONISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-0
  • ▲
    Related company / holdingExecutives
    116,018 GBP28FCA-NSM
    30,809 shares@ £3.76570.0061% mcap8.5% of flowXLONISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-1
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives
    19,819 GBP30FCA-NSM
    5,263 shares@ £3.76570.0010% mcap25.5% of flowXLONISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-2
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives

    Same trade as the filing by The WP Wyatt 2022 Discretionary Settlement, counted once

    19,819 GBP30FCA-NSM
    5,263 shares@ £3.76570.0010% mcap25.5% of flowXLONISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-3
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives
    19,964 GBP35FCA-NSM
    5,240 shares@ £3.810.0010% mcap100.0% of flowLondon - outside a trading venueISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-4
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives
    39,929 GBP35FCA-NSM
    10,480 shares@ £3.810.0021% mcap100.0% of flowLondon - outside a trading venueISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-5
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives
    21,488 GBP30FCA-NSM
    5,640 shares@ £3.810.0011% mcap27.7% of flowLondon - outside a trading venueISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-6
    Canonical exit: 22 Oct 2026 (T+90)
  • ▲
    Related company / holdingExecutives

    Same trade as the filing by The WP Wyatt 2022 Discretionary Settlement, counted once

    21,488 GBP30FCA-NSM
    5,640 shares@ £3.810.0011% mcap27.7% of flowLondon - outside a trading venueISIN GB00BTNQ8K38FCA-NSM:197d7292-ffa8-4ba9-9f98-fae6d62e260b-7
    Canonical exit: 22 Oct 2026 (T+90)
  • ◆
    Director/Chief Executive OfficerExecutives
    153 GBP22RNS
    295 shares@ £3.54930.0000% mcap0.0% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9645185-1
  • ◆
    Executive Director/Chief Financial OfficerExecutives
    153 GBP19RNS
    295 shares@ £3.54930.0000% mcap0.1% of flowOutside a trading venueISIN GB00BTNQ8K38RNS:9645185-2
  • ◆
    Executive DirectorExecutives
    0RNS
    209 sharesOutside a trading venueISIN GB00BTNQ8K38RNS:9645185-0

25 of 238 declarations

About Caledonia Investments plc

Caledonia Investments plc is a UK-based investment company that specializes in managing a diversified portfolio of assets. It is listed on the London Stock Exchange under the symbol XLON.