Experts tip CBA and these ASX 200 shares as sells

These shares have been given sell ratings this week. Let's find out why.

Deciding which ASX 200 shares are buys and which ones are sells can be difficult. 

To help you work things out, let's look at three shares that experts are tipping as sells this week, courtesy of The Bull. 

Here's what they are recommending:

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ANZ Group Holdings Ltd (ASX: ANZ)

The team at Lazarus Capital Partners has named ANZ shares as a sell this week.

It has concerns with how the weakening housing market could impact lending growth and credit quality. Lazarus said: 

The bank faces headwinds as Australian house prices fall. After acquiring Suncorp Bank, ANZ is the country's third largest home lender. The bank noted a 12 per cent fall in home loan application values since the May budget and the end of July following the Federal Government's proposed changes to negative gearing and capital gains tax. 

Capital city house prices may fall more than 10 per cent from their peak, raising negative equity risks among recent low deposit buyers, which may pressure lending growth and credit quality. Investors may want to consider cashing in some gains given the share price rise since June.

Commonwealth Bank of Australia (ASX: CBA)

Over at Medallion Financial Group, it has named CBA shares as a sell.

Its team has concerns over the company's valuation and thinks investors should be re-allocating capital to other areas of the market that offer more attractive potential returns. Medallion explains:

This bank delivered another strong result in full year 2026. The company posted cash profit of $10.982 billion in full year 2026, up 7 per cent on the prior corresponding period. The full year dividend of $5.05, fully franked, was up 4 per cent. CBA's scale, customer franchise and technology investment underpin the company's quality. 

Nevertheless, we believe the valuation leaves insufficient room for disappointment. Mortgage competition, operating costs and the potential for credit losses to normalise remain risks. We favour taking profits and re-allocating capital to other companies where earnings growth and income offer a more compelling prospective return.

Evolution Mining Ltd (ASX: EVN)

Gray Perry Wealth Advisers thinks that gold miner Evolution Mining could be an ASX 200 share to sell this week.

It thinks that recent share price strength means that there is limited room for operational setbacks or weaker metal prices. The wealth adviser explains:

Evolution Mining produces gold and copper from operations in Australia and Canada. The company delivered record cash generation, a net cash position and higher shareholder returns in full year 2026, supported by strong gold and copper prices. However, sustaining record earnings relies on gold and copper prices remaining high in a volatile world. 

Future performance depends on consistent delivery across major operations, disciplined investment and continuing replacement of mined reserves. After a recent and substantial share price recovery, the valuation leaves limited room for operational setbacks or weaker metal prices. Investors may want to consider taking profits at current levels.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. 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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