Up 110% in 12 months: Why this ASX 200 stock can keep flying

Let's see what Bell Potter is saying about this high-flyer.

| More on:
A woman presenting company news to investors looks back at the camera and smiles.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Hub24 Ltd (ASX: HUB) shares have been very strong performers over the past 12 months.

During this time, the ASX 200 stock has risen by a whopping 110%.

This means that the investment platform provider's shares are now up a remarkable 675% over the past five years.

Can this run continue? Let's see what analysts at Bell Potter are saying about this high-quality stock.

What is the broker saying about this ASX 200 stock?

According to a note released this morning, Bell Potter was impressed with the company's performance during the fourth quarter of FY 2025.

It highlights that its fund inflows came in ahead of expectations and that its outlook is positive due to its strong pipeline of opportunities. Bell Potter said:

HUB has released a solid 4Q25 update – reporting platform net flows of +$5.3bn which came in modestly ahead of expectations (BPe +$4.8bn) with +$1.2bn in migrated FUA marking EQT completion and contributing to the result. This exceeded April guidance of +$0.9bn and played out further than the market performance. On a normalised basis monthly run-rate was consistent with the strong exit rate implied from 3Q25 – showing some acceleration in net flows despite what was likely a subdued start to early 4Q25 (due to market volatility).

For us, this was the key takeaway – momentum was steady, and the company continues to highlight a strong pipeline of opportunities. To that end, the normalised beat was driven by stronger inflows, while outflows were in-line with our expectation and improved using seasonal trends – indicating better retention.

In light of the above, the broker has upgraded its expectations for the year ahead. It adds:

We raise our FY26e net flow forecasts to +$14.6bn, aligning with the upper end of guidance for +$11-15bn and incorporate -$1.5bn in outflows from planned closure of MDA services by Mar'26. HUB likes to beat and is benefitting from strong super contributions, so the next natural catalyst would be growing out of FY26e guidance.

Valuation increased

The note reveals that Bell Potter has retained its buy rating on the ASX 200 stock with an improved price target of $115.00 (from $100.00).

Based on its current share price of $98.96, this implies potential upside of just over 16% for investors over the next 12 months.

So, despite more than doubling in value since this time last year, it seems that the gains may not be over for this market darling.

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 positions in and has recommended Hub24. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Broker Notes

A happy male investor turns around on his chair to look at a friend while a laptop runs on his desk showing share price movements
Broker Notes

Buy, hold, sell: Catapult, Step One, WiseTech Global shares

Morgans has given its verdict on these shares. Are they buys, holds, or sells?

Read more »

Broker written in white with a man drawing a yellow underline.
Broker Notes

Leading brokers name 3 ASX shares to buy today

Here's why brokers believe that now could be the time to snap up these shares.

Read more »

A man leaps from a stack of gold coins to the next, each one higher than the last.
Broker Notes

Up 300% this year, 3 reasons to buy this ASX All Ords gold stock today

A leading broker sees further ‘clear upside’ potential for this rocketing ASX gold stock.

Read more »

man with dog on his lap looking at his phone in his home.
Broker Notes

Top brokers name 3 ASX shares to buy next week

Brokers gave buy ratings to these ASX shares last week. Why are they bullish?

Read more »

Two workers at an oil rig discuss operations.
Broker Notes

Should you buy Santos, Beach Energy or Woodside shares? Here's Macquarie's top pick

Macquarie has released its new share price expectations for Santos, Beach Energy and Woodside shares.

Read more »

Broker written in white with a man drawing a yellow underline.
Broker Notes

Brokers name 3 ASX shares to buy today

Here's why brokers are feeling bullish about these three shares this week.

Read more »

person holding hat
Broker Notes

3 ASX 200 large-cap shares just re-rated by analysts

We reveal the latest views on an ASX 200 large-cap miner, retailer, and consumer staples leader.

Read more »

A young man goes over his finances and investment portfolio at home.
Broker Notes

Down 80% in 2025: Is it time to buy this beaten down ASX stock?

Let's see what Bell Potter is saying about this stock after its heavy decline.

Read more »