With the new financial year just days away, now could be an opportune time to think about making some new additions to your investment portfolio.
To help you narrow down your options, let's take a look at three ASX 200 shares that Bell Potter has named among its top picks for FY 2026. They are as follows:
JB Hi-Fi Ltd (ASX: JBH)
Bell Potter thinks that retail giant JB Hi-Fi could be an ASX 200 share to buy in the new financial year.
It likes the company due to its estimated 27% market share and its position as Australia's leading technology destination.
The broker believes the latter leaves its well-placed to benefit from an AI driven upgrade cycle. It advised:
We view the retailer as being able to support a higher multiple as we see a sizable upside from the AI driven upgrade cycle/replacement cycle of devices purchased during COVID-peak and given the similarities of JBH and other low gross margin yet high-earnings quality retailers globally.
Bell Potter has a buy rating and $114.00 price target on its shares.
Telix Pharmaceuticals Ltd (ASX: TLX)
Another ASX 200 share to be given the thumbs up by the broker is radiopharmaceuticals leader Telix.
It highlights that its lead product, Illuccix, continues to deliver increasing revenues as the market for PSMA PET expands and as it takes share in its key market in the United States.
Commenting on its positive view of the stock, the broker adds:
We expect average selling price will largely be preserved as the company switches most of its Medicare outpatient client base to the recently approved Gozellix format from 1 October 2025 when the refresh on the pass through pricing is expected to come to bear. Elsewhere, we anticipate the approval of Zircaix in 3Q25 for the imaging of clear cell renal cell carcinoma (ccRCC). Additional short term catalysts include interim data from the PROSTACT Global trial regarding safety and dosimetry from the 30 patient run in study.
Bell Potter has a buy rating and $34.00 price target on Telix's shares.
WiseTech Global Ltd (ASX: WTC)
Finally, this leading provider of software solutions to the global logistics services industry could be an ASX 200 share to buy in FY 2026 according to the broker.
It notes that its shares have pulled back recently due to corporate governance issues around the behaviour of founder Richard White and delays to new product launches. However, it feels the dark clouds are clearing and it will be onwards and upwards for WiseTech Global. It explains:
In our view, however, both issues will progressively fade into the background as a new board and management team are established and CTO is released in FY26. There is also a boost to revenue and earnings to come from a recently announced acquisition – e2Open – and this neatly fills any gap from the delay in launch of new products. Lastly, the stock has underperformed peers like Technology One (TNE) and Xero (XRO) and we now expect relative outperformance as the issues subside.
Bell Potter has a buy rating and $122.50 price target on its shares.
