Morgan Stanley sets AUD 125 target for Commonwealth Bank of Australia stock

Published on 10/26/2026 at 09:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

CBA stock is priced at EUR 102.81 on October 26, 2026. FY26 cash profit rose 7.00 percent to AUD 11.00 billion and the dividend reached AUD 5.05.

Target and profit update

Morgan Stanley set an AUD 125.00 target on October 18, 2026.
Fiscal 2026 cash net profit after tax rose 7.00 percent to AUD 11.00 billion.
Commonwealth Bank of Australia stock traded at EUR 102.81 at 9:02 a.m. CEST at Lang & Schwarz on October 26, 2026.

CBA, AU000000CBA7, Illustration mit AI erstellt.

Commonwealth Bank of Australia (ISIN AU000000CBA7) was trading at EUR 102.81 at Lang & Schwarz on October 26, 2026 at 9:02 a.m. CEST. The latest company-specific catalyst is Morgan Stanley's AUD 125.00 price target, published on October 18, 2026.

For investors, the contrast is clear: the Australian market value and the euro quotation point to a richly valued bank, while the latest operating figures show continued earnings growth.

Three dated signals shape CBA

On October 14, 2026, CommBank said fiscal 2026 cash net profit after tax reached AUD 11.00 billion, up 7.00 percent from the previous year. The bank also reported a total fiscal 2026 dividend of AUD 5.05 per share.

On October 18, 2026, MarketScreener reported that Morgan Stanley set a target of AUD 125.00 for Commonwealth Bank of Australia. The report also listed a consensus rating of Sell from 14 analysts and an average target of AUD 125.55.

On October 23, 2026, CBA stock last traded at AUD 164.00 on the Australian Securities Exchange, according to the quoted market context. That level was AUD 39.00 above Morgan Stanley's target, equal to 23.78 percent above the target.

What does the AUD 125 target imply?

The target places valuation pressure at the center of the story. Morgan Stanley's AUD 125.00 view is below the AUD 164.00 market price cited for October 23, 2026, while the bank's fiscal 2026 cash profit increased 7.00 percent.

Operating scale remains substantial. Commonwealth Bank provides retail and commercial banking in Australia and New Zealand through ASB Bank, with retail banking, business banking, institutional banking and markets among its segments. The official AGM address said the bank would keep 281 regional branches open until at least the end of 2030 and invest AUD 140.00 million in branch upgrades.

Scale, payout and valuation

The earnings and dividend figures give the target debate a concrete base. Commonwealth Bank returned AUD 8.30 billion to shareholders in fiscal 2026, while its fiscal 2026 cash net profit after tax rose to AUD 11.00 billion. The same official address said more than 14 million Australians owned CBA shares directly or through superannuation funds.

The market profile also points to scale: the finance snapshot showed a market capitalization of AUD 272.8 billion and a 52-week range of AUD 146.98 to AUD 185.59 as of October 26, 2026. Those figures put the euro quotation in a broader valuation context without changing the primary-market reference.

Stock price and investor context

Commonwealth Bank of Australia was trading at EUR 102.81 at Lang & Schwarz on October 26, 2026 at 9:02 a.m. CEST. On the Australian Securities Exchange, the stock was last quoted at AUD 164.00 on October 23, 2026, while the latest analyst target cited above was AUD 125.00.

The further course of trading is shown by the continuously updated real-time quote of Commonwealth Bank of Australia stock.