Buy, hold, sell: CSL, Telstra, and Wesfarmers shares

Analysts have given their verdict on these shares.

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If you are looking for some blue chip additions to your portfolio, then you will no doubt have considered the three ASX 200 shares listed below.

Let's see if analysts, courtesy of The Bull, think they are buys for Aussie investors this week. Here's what they are saying about them:

CSL Ltd (ASX: CSL)

Bell Potter believes that CSL is a quality company but appears to believe that uncertainty is too high right now to recommend its shares as a buy. As a result, the broker has put a hold rating on them. It said:

The biotechnology giant has outlined profit guidance of between $US3.45 billion and $US3.55 billion in fiscal year 2026, up between 7 per cent and 10 per cent in constant currency, alongside a $A750 million buy-back. With a planned demerger of its vaccine division Seqirus by the end of fiscal year 2026, the business remains strategically sound. At these levels, holding CSL Limited shares is a prudent choice. The shares have fallen from $271.32 on August 18 to trade at $209.23 on September 4.

Telstra Group Ltd (ASX: TLS)

Over at Catapult Wealth, its analysts think that telco giant Telstra is operating strongly.

And given its defensive qualities, the wealth management company sees it as an attractive and defensive option for investors. However, due to its current valuation, it only rates Telstra shares as a hold right now. It said:

Telstra is finally finding momentum and growth across its two core divisions of mobile and its fixed infrastructure business InfraCo. Revenue growth is modest, but costs are well managed. Cash flow has improved, enabling the company to increase its final fully franked dividend to 9.5 cents a share. It also announced an on-market share buy-back of up to $1 billion. At its core, Telstra is attractive because of its defensive quality and its leading mobile network. This network is a valuable and hard to replicate asset, and one that should enable Telstra to capture additional value.

Wesfarmers Ltd (ASX: WES)

One ASX 200 share that Catapult Wealth is recommending to clients is Bunnings and Kmart owner Wesfarmers.

It was impressed with its performance in FY 2025 and believes it is well-placed for the year ahead as falling interest rates drive consumer spending improvements. It said:

The industrial conglomerate reported a good result for full year 2025. Net profit after tax, excluding significant items, was up 3.8 per cent on the prior corresponding period in what has been difficult conditions for the retail sector. We expect the retail business, which makes up 85 per cent of group earnings, to continue performing as conditions improve and shoppers benefit from expected easing in inflation and falling interest rates. Future upside can be found in the small, but growing chemical and healthcare divisions.

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Wesfarmers. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended CSL and Wesfarmers. 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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