Caledonia Investments (CLDN): Buyback programme and special dividend

This situation live

£214m · 400.0p · +4% since the first step

Capital return

Buyback programme and special dividend

proposed

Kindbuyback programme

Amount£38m allocated during period

Of market value18.5%

Since Oct 2023: 135 situations of this kind – paid out 63%, went quiet 37%; median share price +6% six months after they opened

Next: Payment of special dividend alongside the interim dividend

Every step · 1

10 Nov 2026 proposed – • | Share buybacks: £38m allocated to share buybacks at a weighted average discount of 37%, resulting in a 4.3p or 0.7% accretion to NAV per share. ↗

What is happening

Caledonia Investments: Buyback programme and special dividend – proposed. ['proposed']

In short: Caledonia proposed a special dividend and continued buybacks, and on 10 November 2026 with the half-year results declared a 20p special dividend, costing c.£100m. It follows the Stonehage Fleming sale and is paid with the 3.84p interim dividend. Buybacks continue: £38m allocated in the half.
Announced: 10 Nov 2026 · proposed
Amount: Special dividend of 20p per share, cash cost c.£100m, declared 10 November 2026
Size vs market cap: Additional dividend return of 5% of market capitalisation
Timing: Paid alongside the interim dividend of 3.84p per share
Source: Follows realisations, notably the £290m Stonehage Fleming sale
Buybacks: £38m allocated in the half at a weighted average discount of 37%

Payment of special dividend alongside the interim dividend.

Briefing Pro

What it does, how it got here, what management promised and delivered – written from its own announcements.

From the company's own announcements. Not investment advice.

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