CBA stock: Morgan Stanley sets AUD 125 target for Commonwealth Bank stock

Published on 10/23/2026 at 15:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

FY26 dividend reached AUD 5.05 per share on October 14, 2026. CBA stock costs EUR 101.48 on October 23, 2026 at 3:33 p.m. CEST.

Target and dividend update

Morgan Stanley set an AUD 125.00 target for CBA on October 18, 2026.
CBA reported an AUD 5.05 full-year dividend per share on October 14, 2026.
CBA stock costs EUR 101.48 at Lang & Schwarz on October 23, 2026 at 3:33 p.m. CEST.

CBA, AU000000CBA7, Illustration mit AI erstellt.

Commonwealth Bank of Australia (AU000000CBA7) faces a Morgan Stanley target of AUD 125.00, while the bank's Australian-market price was AUD 164.00 on October 23, 2026. The target update was published on October 18, 2026 by MarketScreener. The euro quotation was EUR 101.48 at Lang & Schwarz on October 23, 2026 at 3:33 p.m. CEST.

Morgan Stanley keeps target pressure

The AUD 125.00 target sits 23.78 percent below the Australian-market price of AUD 164.00, calculated from the two dated figures. MarketScreener also listed a 14-analyst consensus average target of AUD 125.71 and a Sell consensus on its October 18 page. That leaves the bank's market price above both the Morgan Stanley target and the reported average target.

Cash profit supports the dividend

At the October 14 annual meeting, CBA said cash net profit after tax for fiscal 2026 increased 7.00 percent to AUD 11.00 billion. The company also reported cash earnings per share growth of AUD 0.44 and a fully franked fiscal-year dividend of AUD 5.05 per share. These figures came from the CEO address published by CommBank on October 14, 2026.

Valuation stays elevated

The same MarketScreener page listed CBA at a price-to-earnings ratio of 24.18, compared with a peer average of 16.60. The contrast matters because the AUD 125.00 target implies a lower valuation than the current market price, even after fiscal 2026 cash profit growth of 7.00 percent.

At the annual meeting, Chair Paul O'Malley said CBA's fiscal 2026 cash net profit after tax was AUD 11.00 billion and that the final dividend was AUD 2.70 per share. The chair's address also said the full-year dividend reached AUD 5.05 per share and that the bank returned AUD 8.30 billion to shareholders. CommBank published those figures on October 14, 2026.

Euro price and market perspective

The primary-market quotation was AUD 164.00 on October 23, 2026, with a 52-week range of AUD 146.98 to AUD 185.59 and market capitalization of AUD 274.2 billion. In Germany, the stock was trading at EUR 101.48 at Lang & Schwarz on October 23, 2026 at 3:33 p.m. CEST.

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