Buy, hold, sell: Suncorp, Telstra, and Westpac

Let's see what analysts are saying about these popular stocks.

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Looking for some blue chips ASX 200 shares to buy?

Well, let's see if the three giants listed below are buys according to analysts at Morgans.

Here's what the broker is saying about them:

Suncorp Group Ltd (ASX: SUN)

Morgans notes that insurance company Suncorp delivered a net profit ahead of consensus estimates in FY 2025. And with management's guidance looking positive for FY 2026, it has boosted its earnings estimates. It said:

SUN's FY25 group NPAT (A$1,823m) was +4% above consensus, and +22% on the pcp. We saw this a solid result across the board, with guidance into FY26 pointing to further underlying insurance trading ratio improvement (on a like-for-like basis) We lift our SUN FY26F/FY27F cash EPS by 6%-7% reflecting higher reported insurance trading ratio forecasts (12.3%-12.4%) over the next two years, and the impacts of the new buyback. Our valuation rises to A$23.42 (previously A$22.85). With a solid enough outlook continuing into FY26, and SUN having a ~17% TSR on a 12-month view, we maintain our ACCUMULATE call.

As mentioned above, Morgans has an accumulate rating and $23.42 price target on its shares.

Telstra Group Ltd (ASX: TLS)

Another ASX 200 blue chip share that released a result last week was telco leader Telstra.

Morgans was pleased with its results, but slightly disappointed with its guidance. It said:

TLS's FY25 result was largely as expected and FY26 guidance was slightly below expectations. That said new guidance metrics for FY26 change the focus. Mobile traction slowed in the year, with revenue and EBITDA slightly below consensus and our forecasts. Mobile Underlying EBITDA lifted ~5% YoY.

The broker has retained its hold rating and $4.70 price target on Telstra's shares.

Westpac Banking Corp (ASX: WBC)

Finally, the broker was caught by surprise by this big four bank's third quarter update. It highlights that the bank is run-rating well ahead of expectations thanks to a stronger than forecast net interest margin (NIM). It said:

WBC surprised with 3Q25 NPAT growth (ex-notable items) of 8%, which was a run-rate well in excess of previous expectations of declining earnings for 2H25F. The strength of the NIM was the key driver of the surprise, but a number of NIM drivers in the period can't necessarily be extrapolated into 2H25 performance. Material earnings upgrades. DCF-based target price lifted to $30.95/sh. While WBC remains our preferred bank, we also view it as overvalued at current prices. We recommend clients TRIM overweight positions into the price strength.

Morgans has a trim rating and $30.95 price target on its shares.

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 positions in and has recommended Telstra Group. 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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