Morgan Stanley keeps Sell rating for Commonwealth Bank of Australia stock

Published on 10/27/2026 at 09:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Morgan Stanley sets an AUD 125.00 target on October 19, 2026. Commonwealth Bank of Australia stock costs EUR 101.41 on October 27, 2026.

Earnings and analyst targets

On October 19, 2026, Morgan Stanley set an AUD 125.00 target and maintained a Sell rating.
For fiscal year 2026, cash net profit after tax rose 7.00 percent to AUD 11.00 billion.
Commonwealth Bank of Australia stock trades at EUR 101.41 at 9:31 a.m. CET at Lang & Schwarz on October 27, 2026.

CBA, AU000000CBA7, Illustration mit AI erstellt.

Commonwealth Bank of Australia (ISIN AU000000CBA7) trades at EUR 101.41 at Lang & Schwarz on October 27, 2026, at 9:31 a.m. CET. Markets Insider reported on October 19, 2026, that Morgan Stanley maintained its Sell rating and set an AUD 125.00 price target.

FY26 profit and dividends

The latest operating picture remains defined by the 2026 financial year. In its October 14, 2026 AGM address, CommBank said cash net profit after tax increased 7.00 percent to AUD 11.00 billion. Cash earnings per share increased by AUD 0.44, while the fully franked annual dividend reached AUD 5.05 per share after a final dividend of AUD 2.70.

The same address showed where management is directing capital. CBA provided AUD 50.00 billion of new business lending during fiscal year 2026, supported more than 150,000 home purchases and invested more than AUD 1.00 billion in fraud, scam, cybersecurity and financial crime protection.

What does the target imply?

The analyst view sits well below the Australian quotation. CBA was last at AUD 162.02 on the ASX on October 27, 2026, at 4:10 p.m. AEDT, making the AUD 125.00 target 29.62 percent below that price. That gap makes valuation the central counterweight to the bank's 7.00 percent profit growth.

Three dates shape CBA

On October 14, 2026, the AGM address detailed the AUD 11.00 billion cash profit. On October 18, 2026, MarketScreener reported Morgan Stanley's AUD 125.00 target. On October 19, 2026, Markets Insider reported the maintained Sell rating.

Next dates on the calendar

Shorted identified February 10, 2027, as the next half-year result date and February 17, 2027, as the next ex-dividend date.

Euro quote before Xetra

The CBA euro indication was EUR 101.41 at Lang & Schwarz on October 27, 2026, at 9:31 a.m. CET, during the Xetra trading phase. The further course of trading is shown by the continuously updated real-time quote of Commonwealth Bank of Australia stock.