Buy, hold, sell: Goodman, Wesfarmers, BHP shares

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S&P/ASX 200 Index (ASX: XJO) shares are up 0.36% to 8,717.5 points on Tuesday.

Let’s check out some new ratings from Steven Springford at Catapult Wealth (courtesy The Bull).  

Goodman Group (ASX: GMG)

The Goodman share price is $26.52, up 0.84% today and down 22% over 12 months. 

Springford has a buy rating on this ASX 200 property share.

He said: 

Goodman provides exposure to construction and management of warehouses and data centres in major cities across the world.

Operating earnings per security of $1.299 in full year 2026 were up 10.1 per cent on the prior corresponding period.

The company is targeting operating earnings per share growth of 9 per cent in full year 2027.

GMG recently signed a 20 year lease on its data centre in Tokyo. The facility is under construction and due to be operational in 2028.

Data centres recently drove work in progress to $19.7 billion.

The shares offer value at these levels, as we believe the stock is trading at a discount.

Wesfarmers Ltd (ASX: WES)

The Wesfarmers share price is $76.06, up 0.78% today and down 17% over 12 months. 

Springford has a hold rating on this ASX 200 consumer discretionary share. 

He commented: 

Wesfarmers owns retail giants Bunnings, Kmart and Officeworks among other businesses.

Group revenue rose 3.4 per cent in 2026 when compared to the prior corresponding period.

Basic earnings per share, excluding significant items, were up 8.3 per cent.

Growth is steady rather than exciting, so WES can be held for reliable earnings and dividends over the long term.

Increasing interest rates and weaker household spending are the main risks.

BHP Group Ltd (ASX: BHP)

BHP shares are $62.17 apiece, up 0.45% today and up 48% over 12 months. 

Springford has a sell rating on this ASX 200 mining share. 

He explained: 

The global miner delivered a strong result in full year 2026.

Attributable profit of $US9.8 billion was up 9 per cent on the prior corresponding period. Revenue of $US58.8 billion was up 15 per cent. Copper generates more than half the company’s earnings.

Our issue is price rather than quality.

The shares have risen from $42.53 on September 30, 2025 to trade at $61.17 on September 30, 2026.

Continuing strong profits depend on commodity prices remaining elevated.

BHP is a great company, but taking some profit is a reasonable way to lock in gains, while keeping some resources exposure.

The post Buy, hold, sell: Goodman, Wesfarmers, BHP shares appeared first on The Motley Fool Australia.

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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 Goodman Group and Wesfarmers. The Motley Fool Australia has positions in and has recommended Goodman Group. The Motley Fool Australia has recommended BHP Group and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.