5 ASX All Ords shares just slapped with sell ratings

In the earnings season wash-up, analysts have been busy re-rating ASX All Ords shares.

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S&P/ASX All Ords Index (ASX: XAO) shares are 0.4% higher at 9,129.7 points on Friday.

In the earnings season wash-up, analysts have been busy re-rating ASX All Ords shares following the latest round of financial reports.

Here are five ASX All Ords shares that got slapped with consensus strong sell or moderate sell ratings last month.

These ratings represent the cumulative opinion of several analysts on the CommSec trading platform.

Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price is $9.03, up 0.3% on Friday.

The ASX gold share has lifted 129% over the past 12 months.

On the Commsec platform, Evolution Mining got a consensus moderate sell rating last month.

During earnings season, Evolution reported a record net statutory profit of $926 million, up 119%, for FY25.

Macquarie is among the brokers with a sell rating on this ASX gold share.

It has an underperform rating on Evolution shares with a 12-month price target of $7.

Reece Ltd (ASX: REH)

The Reece share price is $10.52, up 2.8% on Friday.

This ASX All Ords industrial share has fallen 60% over the past year.

CommSec analysts have a consensus moderate sell rating on Reece stock.

Reece shares were among 11 ASX stocks that experienced the biggest price drops after their financial result last month.

The bathroom products retailer reported FY25 revenue of $8.98 billion, down 1%, and a net profit after tax of $317 million.

The ASX industrial share fell 22.6% within two days of the report's release.

Morgans downgraded Reece shares from a hold to a trim rating with a reduced price target of $11.10.

The broker said:

… the outlook remains uncertain in both ANZ and the US as the company deals with a soft housing market, cost inflation, and increased competitive threats.

Management anticipates a slow recovery in ANZ with a period of soft activity still to play out.

In the US, the housing market is expected to be constrained for the next 12-18 months driven by persistently high mortgage rates and affordability challenges.

Liontown Resources Ltd (ASX: LTR)

The Liontown share price is 92 cents, up 3.6% on Friday.

The ASX All Ords lithium share has risen 46% over the past 12 months.

CommSec analysts have a consensus moderate sell rating on Liontown shares.

Liontown recently conducted a $266 million capital raise at 73 cents per share to strengthen its balance sheet.

Last week, Liontown completed the associated share purchase plan (SPP).

The SPP, which targeted $20 million, was oversubscribed and closed early. The company raised $56 million via the SPP.

You can check out the lithium miner's latest quarterly report here.

Sims Limited (ASX: SGM)

The Sims share price is $13.92, down 0.6% on Friday.

The ASX All Ords materials share has lifted 29% over the past year.

CommSec analysts have a consensus moderate sell rating on the metal and electronics recycling company.

You can review the company's FY25 results here.

Helia Group Ltd (ASX: HLI)

The Helia share price is $5.72, down 0.2% on Friday.

The ASX All Ords financial share has lifted 46% over the past year.

CommSec analysts have a consensus strong sell rating on the lenders' mortgage insurer.

Macquarie is among the analysts who are pessimistic on the outlook for Helia shares.

The broker has an underperform rating on the financial stock with a price target of $4.10.

The Federal Government recently announced it will start the new version of its Home Guarantee Scheme (HGS) earlier than planned.

The HGS allows eligible buyers to purchase a home with a 5% deposit without paying lenders' mortgage insurance (LMI).

Major banks and lending institutions typically charge tens of thousands in LMI when a home buyer has less than a 20% deposit.

Under the new rules, the HGS will be uncapped and therefore available to all Australians, regardless of their income.

The purchase price caps are also being raised in line with higher property prices.

Check out Helia's latest financial report here.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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