Commonwealth Bank stock: Morgan Stanley targets Commonwealth Bank stock at AUD 125.00

Published on 10/20/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 profit rose 7.00 percent to AUD 11.00 billion. CBA stock costs EUR 96.92 on October 20, 2026 at 5:12 p.m. CEST.

Analyst target and profit

Morgan Stanley set an AUD 125.00 target for Commonwealth Bank on October 18, 2026.
Fiscal 2026 cash net profit rose 7.00 percent to AUD 11.00 billion.
Commonwealth Bank stock was trading at EUR 96.92 at Lang & Schwarz on October 20, 2026 at 5:12 p.m. CEST.
The ASX price was AUD 155.60, with a 23.94 price-to-earnings ratio.

CBA, AU000000CBA7, Illustration mit AI erstellt.

Commonwealth Bank of Australia (AU000000CBA7) drew a fresh valuation signal after MarketScreener reported on October 18, 2026 that Morgan Stanley set a Sell target of AUD 125.00. CBA stock was trading at EUR 96.92 at Lang & Schwarz on October 20, 2026 at 5:12 p.m. CEST.

Target sits below the ASX price

The Morgan Stanley target is 19.67 percent below CBA's ASX price of AUD 155.60 on October 20, 2026, calculated in the Australian currency used by the analyst. MarketScreener listed a 14-analyst consensus of Sell and an average target of AUD 125.71, which was 19.19 percent below that ASX price.

The contrast is clear: CBA's fiscal 2026 cash net profit after tax rose 7.00 percent year over year to AUD 11.00 billion. The company's CEO address, published by Commonwealth Bank for the October 14, 2026 annual meeting, also said cash earnings per share increased by AUD 0.44.

Price and valuation in context

On the ASX, the stock last traded at AUD 155.60 on October 20, 2026 at 3:13 p.m. AEST, up 0.14 percent from AUD 155.39. Its 52-week range was AUD 146.98 to AUD 185.59, placing the price 16.15 percent above the low and 16.14 percent below the high.

Commonwealth Bank carried a market capitalization of AUD 260.1 billion and a price-to-earnings ratio of 23.94 on October 20, 2026. The final fiscal 2026 dividend was AUD 2.70 per share, taking the full-year dividend to AUD 5.05, according to the October 14, 2026 chair address from Commonwealth Bank.

Comparison with peers

Commonwealth Bank: up 0.14 percent, price-to-earnings ratio 23.94, market capitalization AUD 260.1 billion.

Westpac Banking Corporation (ASX, AUD): down 0.79 percent, price-to-earnings ratio 17.31, market capitalization AUD 120.0 billion.

ANZ Group Holdings (ASX, AUD): down 0.79 percent, price-to-earnings ratio 19.89, market capitalization AUD 117.4 billion.

Valuation remains the key issue

CBA combines fiscal 2026 profit growth with a valuation premium to the two peer banks. The Morgan Stanley target therefore places the main investor question on how much of the earnings strength is already reflected in the ASX price.

Commonwealth Bank was trading at EUR 96.92 at Lang & Schwarz on October 20, 2026 at 5:12 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Commonwealth Bank stock.