Business · Markets · 23 hrs ago
Analysts flag ANZ, CBA and Evolution Mining shares as potential sells
Three investment groups have named ANZ, Commonwealth Bank of Australia (CBA) and Evolution Mining as shares investors may want to sell.
All three companies are listed on the ASX, Australia's main share market.
Lazarus Capital Partners is concerned that falling house prices could slow ANZ's lending growth and weaken loan quality.
Medallion Financial Group says CBA is a strong business but its share price leaves little room for problems, despite higher profit in financial year 2026.
Gray Perry Wealth Advisers says Evolution Mining's recent share price recovery may have left it vulnerable if gold or copper prices fall or its operations face setbacks.
The views reflect risks specific to each company, rather than a claim that all three will perform poorly.
The groups suggest taking profits or moving money to other investments, but no further action or outcome is specified.
Analysts from three financial firms named ANZ, Commonwealth Bank of Australia and Evolution Mining shares as potential sells.
Lazarus Capital Partners cited housing-market risks that could affect ANZ’s lending growth and credit quality.
Medallion Financial Group said CBA’s valuation leaves insufficient room for disappointment despite its strong full-year 2026 result.
Gray Perry Wealth Advisers said Evolution Mining’s recent share-price recovery leaves limited room for setbacks or weaker metal prices.
The recommendations were reported by Motley Fool AU on 11 October 2026.
- Who
- Lazarus Capital Partners, Medallion Financial Group and Gray Perry Wealth Advisers.
- What
- They named ANZ, CBA and Evolution Mining shares as potential sells.
- When
- The recommendations were reported on 11 October 2026.
- Where
- The companies are listed on the ASX; ANZ and CBA are Australian banks, while Evolution Mining operates in Australia and Canada.
- Why
- The analysts cited risks including housing-market weakness, valuation concerns and the possibility of operational setbacks or lower metal prices.
This story does not have two clearly opposing sides.
ANZ noted a 12 per cent fall in home loan application values over this period.
Motley Fool AU reported the three firms’ sell recommendations.
- ANZ
- ASX ticker: ANZ
- Commonwealth Bank of Australia
- ASX ticker: CBA
- Evolution Mining
- ASX ticker: EVN
- ANZ home loan applications
- Down 12 per cent since the May budget and the end of July
- CBA cash profit
- $10.982 billion in full-year 2026, up 7 per cent
- CBA full-year dividend
- $5.05, fully franked, up 4 per cent
What people are saying
The bank faces headwinds as Australian house prices fall.
Nevertheless, we believe the valuation leaves insufficient room for disappointment.
After a recent and substantial share price recovery, the valuation leaves limited room for operational setbacks or weaker metal prices.
Sources
Related news
Bridgeport Energy wins tenders to explore 270,000 hectares in Queensland
Treasury Wine sells Rosemount label back to the Oatley family
Adidas sues Australian fashion label White Fox over four-stripe clothing design
Firmus scraps planned Australian IPO as investors question its valuation
Food waste costs Australia more than $36 billion a year
Rising bond yields pressure junior mining shares despite resilient commodity prices
Tasmania to create $20m fund using returns from tungsten mine investment
Kenny Habul buys HDT and plans to revive the Holden performance brand
McKinsey removes Australian partner from research leadership role
Flexible management roles could help retain women leaders in Australia
Cheaper electric vehicles help curb inflation pressures in Australia
