Update shared on04 Sep 2025
With no material changes to the discount rate or future P/E, analysts have maintained their fair value estimate for Commonwealth Bank of Australia at A$117.82.
What's in the News
- Commonwealth Bank of Australia (CBA) extended its share buyback plan duration to August 12, 2026, maintaining flexibility in capital management (Key Developments, 2025-08-13).
- CBA declared an ordinary dividend of AUD 2.60 per share for the six months ended June 30, 2025, with a full-year dividend of AUD 4.85 per share for domestic frontline businesses; ex-dividend date is August 20, record date is August 21, and payment date is September 29, 2025 (Key Developments, 2025-08-12).
- CBA and the Australian Taxation Office have extended their settlement agreement regarding GST credits, with CBA reiterating compliance with ATO’s guidelines (Key Developments, 2025-06-27).
- No mention of Commonwealth Bank of Australia in major periodical news related to sector M&A activity; recent news in periodicals focuses on Amphenol’s acquisition of CommScope’s connectivity and cable unit (Wall Street Journal, 2025-08-03).
- CBA’s recent updates demonstrate continued stability in capital returns and regulatory compliance, supporting its profile as a reliable dividend payer (Key Developments).
Valuation Changes
Summary of Valuation Changes for Commonwealth Bank of Australia
- The Consensus Analyst Price Target remained effectively unchanged, at A$117.82.
- The Discount Rate for Commonwealth Bank of Australia remained effectively unchanged, at 7.73%.
- The Future P/E for Commonwealth Bank of Australia remained effectively unchanged, at 21.98x.
Disclaimer
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