Looking to shake up the S&P/ASX 200 Index (ASX: XJO) shares in your investment portfolio?
You've come to the right place.
Below we look at two ASX 200 shares brokers are recommending you sell and one company with a particularly "bright outlook".
Two ASX stocks to sell
Commencing with the sell side, we have online job advertising company Seek Ltd (ASX: SEK).
Seek shares closed on Wednesday trading for $26.61 apiece. That sees Seek shares up 16.10% since this time last year. And that's not including the 46 cents a share in fully franked dividends the ASX 200 share has paid (or shortly will) over the year.
But Family Financial Solutions' Jabin Hallihan believes the year ahead could be a lot less rewarding for shareholders (courtesy of The Bull).
"Seek operates Australia's largest online employment platform and holds minority stakes in job marketplaces across Asia," said Hallihan, who has a sell recommendation on Seek shares.
Commenting on the company's full-year FY 2025 results, he said:
The company's reported profit of $238.3 million in full year 2025 was up from a loss of $59.9 million in the prior corresponding period. Sales revenue of $1.097 billion was up 1%. Investors responded positively to the result, with the shares rising from $25.67 on August 18 to trade at $27.75 on August 28.
And Hallihan believes investors may have sent the Seek share price into overvalued territory.
"Our 12-month analyst valuation is $23.58," he said. "Seek trades at a premium to peers and expectations are high."
Hallihan concluded, "Any slowdown in hiring activity or economic softness could impact earnings. It may be best to take profits on Seek while the market remains optimistic."
Moving on to the second ASX 200 share tipped as a sell, we have 4×4 accessories manufacturer ARB Corp Ltd (ASX: ARB).
ARB shares closed yesterday trading for $38.87 each. That sees the ARB share price down 8% over 12 months, not including the $1.19 a share in fully franked dividends the company paid (or shortly will) over the full year.
And Hallihan expects the ARB share price to come under further selling pressure in the coming 12 months.
"ARB makes and supplies 4-wheel drive accessories to Australian and international markets," said Hallihan, who has a sell recommendation on the ASX 200 share.
"The company has benefited from strong export growth and brand loyalty, but margins are under pressure," he said. "The company reported sales revenue of $729.9 million in fiscal year 2025, up 5.3% on the prior corresponding period. However, net profit after tax of $97.5 million was down 5%."
And Family Financial forecasts that the ARB share price could fall almost 20% in the coming year, with a 12-month analyst valuation of $31.31.
According to Hallihan:
ARB trades at a premium to historical averages and, in our view, near-term catalysts are limited. Investors may want to consider locking in gains following recent share price strength.
Which brings us to…
One ASX 200 share to buy today
Morgans' Damien Nguyen sounded an optimistic note on the outlook for integrated property company Goodman Group (ASX: GMG), also on The Bull.
Goodman shares closed on Wednesday changing hands for $32.26 each. That sees Goodman shares down 2.45% over 12 months, not including the 30 cents a share in unfranked dividends the company paid over the full year.
But Nguyen expects a much stronger year ahead.
"GMG is a global industrial property group. The company is expanding in the data infrastructure space, with a sharp focus on developing data centres across major cities," said Nguyen, who has a buy recommendation on the ASX 200 share.
"The company's ability to scale up quickly, backed by a robust development pipeline amid strong tenant demand leaves it in a position to benefit from the accelerating digital economy," he added.
Nguyen concluded:
The company reported a statutory profit of $1.666 billion in fiscal year 2025, compared to a loss of $98.9 million in the prior corresponding period. We view GMG as a core portfolio holding with a bright outlook.
