Wesfarmers Ltd (ASX: WES) shares have been a solid choice for growing wealth over the last several years. We’re going to consider whether the company can deliver good returns from here.

Wesfarmers is best known as the owner of Bunnings Group (which includes Beaumont Tiles) and Kmart Group (which includes Anko and Target).

The company has several businesses in its portfolio, including chemicals, energy, a fertiliser business called WesCEF, and its healthcare segment, which includes Priceline and InstantScripts.

The company recently reported its FY26 result, which gave investors insights into its performance and helps figure out what the investment’s underlying value.

FY26 earnings recap

For the 12 months to 30 June 2026, the business reported revenue growth of 3.4% to $47.3 billion.

Overall, Bunnings Group revenue grew 4.1% to $20.4 billion, Kmart Group revenue rose 2.8% to $11.75 billion, WesCEF revenue increased 5.9% to $3.1 billion, Officeworks revenue rose 3.7% to $3.7 billion, and healthcare revenue grew 9.1% to $6.5 billion.

Turning to profitability, underlying operating profit (EBIT) rose 7.3% to $4.5 billion, and underlying net profit increased 8.3% to $2.87 billion.

In terms of divisional earnings, Bunnings Group earnings before tax (EBT) rose 5.1% to $2.45 billion, Kmart Group EBT climbed 6% to $1.1 billion, WesCEF EBT increased 18.5% to $473 million, Officeworks EBT declined 22.2% to $165 million and the Wesfarmers healthcare division EBT increased 18.8% to $76 million.

Given the challenging retail conditions, I think the company delivered an impressive performance.

Its trading update was promising, with commentary suggesting that sales growth has continued for Kmart and Bunnings in the first seven weeks of FY27.

Given its market-leading position in affordable hardware and general merchandise, I think the business is well positioned for the current economic climate.

What could happen with a $10,000 investment in Wesfarmers shares?

According to CMC Invest, there have been 11 analyst ratings on the company within the last three months.

Of those 11 expert ratings, the average price target is $78.13. A price target is where analysts think the (Wesfarmers) share price will go in 12 months from the time of the investment call.

The average price target of $78.13 implies the Wesfarmers share price could rise by 7.3% over the next year. Therefore, a $10,000 investment could grow to $10,700, which would be solid return, in my opinion.

On top of that, the business could pay an annual dividend per share of $2.40 in FY27, according to CMC Invest. That could translate into a grossed-up dividend yield of 4.7%, including franking credits.

Overall, investors in Wesfarmers could see a $10,000 investment turn into more than $11,000 of total wealth within the next 12 months. That could be a solid investment, but there could be even better ASX share buys available.

The post By September 2027, Wesfarmers shares could turn $10,000 into… appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Corporate Travel Management, Wesfarmers, Fortescue shares
• How to build a superannuation portfolio generating $50,000 a year
• With no savings at 50, I’d follow Warren Buffett’s approach to build wealth
• 3 reasons why the Wesfarmers share price is a buy
• How much is needed in superannuation to target a $70,000 annual passive income?

Motley Fool contributor Tristan Harrison 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 Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When investors think about huge market winners, Nvidia Corp (NASDAQ: NVDA) is one of the first stocks that comes to mind.

But I’m not sure many investors would have picked an oil shipping ETF to be sitting near the top of the list.

The Breakwave Tanker Shipping ETF (NYSEMKT: BWET) finished Friday at US$726.92 after gaining another 11.83%.

It is now up around 3,670% in 2026.

Yes, you read that correctly.

To put that into perspective, $10,000 invested at the start of the year would now be worth around $377,000, before fees and taxes.

And those gains haven’t come from AI, crypto, or the latest hot tech stock.

Instead, it has benefited from the soaring cost of moving oil around the world.

So, what exactly is BWET?

BWET is a pretty unusual ETF.

It doesn’t own oil tankers, and it doesn’t invest in shipping companies either.

Instead, the fund invests in freight futures, which rise and fall with the cost of transporting oil by tanker.

A large part of that exposure is linked to the cost of shipping oil from the Middle East to China on super tankers.

And that is where things have really taken off this year.

The war involving the US and Iran has disrupted traffic through the Strait of Hormuz.

At the same time, problems around the Red Sea have made some shipping routes longer, more difficult, and much more expensive.

Some vessels have been forced to take longer routes, while others have avoided certain areas altogether.

The result has been a huge jump in tanker freight rates.

And because BWET is tied to those freight prices, the ETF has taken off with them.

The fund is up around 46% in just the past week, 113% over 1 month and more than 1,000% over the past 6 months.

There’s a catch

As good as those returns look, BWET definitely isn’t the type of ETF most investors would want to buy and forget about for the next 20 years.

Freight rates can move very quickly, and that works both ways.

If shipping routes reopen, geopolitical tensions calm, or more vessels become available, those huge freight prices could come down quickly.

We’ve already seen how quickly BWET can turn.

Earlier this year, the ETF fell more than 40% in just 2 weeks as investors became more hopeful about peace talks.

There’s also the cost to consider.

BWET has an expense ratio of 3.5%, which is very high compared with a typical broad-market ETF.

What investors can learn from this

BWET is probably one of the strangest success stories on the market this year.

At the start of 2026, it was a tiny ETF that most investors had probably never heard of.

Now, it is the best-performing non-leveraged US ETF by a huge margin.

Of course, that doesn’t mean investors should suddenly start chasing tanker freight futures.

It’s a good reminder to keep looking ahead, because the next big opportunity isn’t always where everyone else is looking.

The post Forget Nvidia. This little-known ETF is up more than 3,600% in 2026 appeared first on The Motley Fool Australia.

More reading

• Should I buy the iShares Global 100 ETF (IOO) now?
• You don’t need to own Nvidia to invest in AI – Here are the best Aussie artificial intelligence shares
• This ASX stock could be a surprise winner of the AI boom
• These are the 10 richest people in the world in September
• ASX shares investors are getting younger and trading more often: CBA report

Motley Fool contributor Aaron Teboneras 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 Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are a range of potential ASX share opportunities Australians can buy. Some of them are well-liked by analysts.

When one expert likes a business, that’s interesting. When numerous analysts think a stock is a buy, that could signify there’s an appealing opportunity for investors.

While brokers aren’t unanimous on the stocks below, some experts predict they could deliver strong returns.

Regis Healthcare Ltd (ASX: REG)

Regis describes itself as one of the largest aged care operators in Australia. It provides services to more than 10,000 older Australians through residential aged care homes, home care service hubs, day therapy and respite centres, and retirement villages.

The company recently noted that the Australian national aged care classification (AN-ACC) starting price will increase 2.55% to $303.19 starting 1 October 2026. However, the company thinks that the AN-ACC starting price is significantly below the prevailing cost inflation across the sector and the broader economy.

Regis is undertaking a range of initiatives to mitigate ongoing margin pressure related to government funding settings. This includes raising room prices, rolling out higher everyday living fee (HELF) services, and other revenue optimisation and operational efficiency initiatives.

In FY26, revenue from services grew 16% to $1.35 billion and statutory net profit grew 14% to $55.7 million. This helped total FY26 dividends grow by 13% to 18.4 cents per share.

According to CMC Invest, there have been six analyst ratings on the ASX share in the last three months, with two of those being buys, and four of them being holds.

The average price target from those analysts is currently $6.08, which suggests a possible 34% gain over the next year for the ASX share.

Superloop Ltd (ASX: SLC)

The other ASX share I want to highlight is an ASX telco share. The business offers three segments – consumer, business and wholesale. It provides NBN connections and owns and operates extensive fibre-to-the-premises (FTTP) and managed Wi-Fi networks that serve residential and commercial communities.

Superloop reported strong growth metrics in FY26, with 21.6% revenue growth to $664.3 million, gross profit growth of 23.8% to $234.8 million, underlying operating profit (EBITDA) growth of 33.1% to $122.7 million and underlying net profit (NPATA) growth of 34.2% to $37.9 million. It also reported free cash flow growth of 50% to $84.4 million.

The ASX share’s customer base continues to improve. Its number of customers improved by 28% to 935,000, while its NBN market share increased 1.9 percentage points to 8.5% during FY26.

By FY29, the ASX share is targeting $1 billion of revenue, $200 million of underlying EBITDA and a compound annual growth rate (CAGR) of reported earnings per share (EPS) of more than 30%.

According to CMC Invest, there have been seven ratings on the business within the last three months, with five ratings buys and two holds. The average price target of those analysts is $3.82, suggesting a possible 42% gain over the next 12 months.

The post 2 ASX shares tipped to grow 30% or more in the next 12 months appeared first on The Motley Fool Australia.

More reading

• 2 ASX shares tipped by brokers to return 25% and 42%
• Why investors should be targeting ASX mid-caps and ASX small-caps after earnings season: Expert
• 9 ASX shares downgraded by experts post-results this week
• 40 ASX shares with ex-dividend dates next week
• Regis Healthcare reacts to government funding change

Motley Fool contributor Tristan Harrison 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.