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.

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Key points

  • Leading brokers have identified Breville Group, Harvey Norman Holdings, and James Hardie Industries as top ASX shares to buy, based on recent analysis and industry data.
  • Breville Group is praised for its strong retail channel in the UK and resilience to trade tariffs, while trading at $30.81.
  • Harvey Norman is expected to benefit from Australian house price growth and First Home Guarantee support, with a current share price of $7.17, and James Hardie is favoured despite sector challenges due to its US market position and potential monetary policy catalysts, trading at $30.10.

With so many shares to choose from on the Australian share market, it can be difficult to decide which ones to buy. The good news is that brokers across the country are doing a lot of the hard work for you.

Three top ASX shares that leading brokers have named as buys this week are listed below. Here's why they are bullish on them:

Breville Group Ltd (ASX: BRG)

According to a note out of Macquarie, its analysts have retained their outperform rating and $39.20 price target on this appliance manufacturer's shares. The broker has been looking at industry data and was pleased with what it saw. This includes a leading retail channel in the UK, which revealed low single digit like for like sales growth for the three months ending in August. And while it acknowledges that trade tariffs are creating uncertainty in the small domestic appliance market, it points out that many rivals have already announced price increases. As a result, it has held firm with its forecasts, valuation, and recommendation. The Breville share price is trading at $30.81 on Monday.

Harvey Norman Holdings Ltd (ASX: HVN)

A note out of Citi reveals that its analysts have retained their buy rating and $7.70 price target on this retail giant's shares. The broker remains very positive on Harvey Norman and believes it is well-placed to deliver earnings growth ahead of consensus estimates in FY 2026. This is especially the case given its belief that Australian house price growth is on the cards, which it expects to support its furniture and bedding categories. This is being supported by the pull forward of the expanded First Home Guarantee (FHG) scheme, as well as improvements in the Westpac-MI house price expectations index. The Harvey Norman share price is fetching $7.17 at the time of writing.

James Hardie Industries PLC (ASX: JHX)

Another note out of Macquarie reveals that its analysts have retained their outperform rating and $37.20 price target on this building products company's shares. Macquarie highlights that James Hardie remains a preferred pick for US building materials exposure. And while the sector is struggling at present and could be held back by weak consumer sentiment and affordability challenges, the broker remains positive. It notes that its shares have corrected materially, and its earnings base is well below mid-cycle. In addition, Macquarie thinks that monetary policy support could prove a key catalyst. The James Hardie share price is trading at $30.10 this afternoon.

Citigroup is an advertising partner of Motley Fool Money. 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Harvey Norman and Macquarie 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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