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

Analysts have given their verdict on these popular blue chip shares.

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Key points

  • ANZ shares are seen as fairly valued now, with positive 2030 strategy developments warranting a hold.
  • Despite CSL's recent share decline due to strategic changes and external pressures, maintaining a hold is advised as it approaches potential resistance levels.
  • Telstra's attractive dividend yield is tempered by growth constraints and market pressures, leading analysts to hold while awaiting infrastructure strategy outcomes.

Are you wanting to add some ASX 200 blue chip shares to your portfolio?

Well, if you are, then let's see what analysts are saying about three of the most popular blue chips on the Australian shares market, courtesy of The Bull. Here's what you need to know about them:

ANZ Group Holdings Ltd (ASX: ANZ)

The team at Sequoia Wealth Management currently rates this big four bank as a hold.

While there have been a lot of positives recently for shareholders, such as the new 2030 strategy, it appears to believe that ANZ's shares have reached fair value. It explains:

The bank recently unveiled its 2030 strategy. The bank announced it would cease the $800 million share buy-back, enabling it to return surplus capital of about $1 billion from its non-operating holding company to the bank. It announced it would integrate Suncorp Bank faster to deliver value. It would accelerate the delivery of the ANZ Plus digital front end to all retail and small business customers. It plans to reduce duplication and simplify the organisation. Investors responded positively to the strategy. The shares have risen from $32.67 on September 24 trade at $37.17 on October 23.

CSL Ltd (ASX: CSL)

Over at MPC Markets, its analysts aren't in a rush to buy this biotech giant's shares despite their heavy decline this year due to disappointing results in August.

However, it certainly isn't suggesting that they sell CSL's shares. Instead, MPC Markets is sitting on the fence with a hold rating. It said:

Shares in this global biotechnology giant were slashed after the company posted full year results on August 19. The company generated revenue and profit growth, but investors reacted negatively to a company restructure that includes a planned demerger of the Seqirus influenza vaccines business amid the United States announcing steep tariffs on imported pharmaceuticals. The shares fell from $271.32 on August 18 to close at $194.23 on September 26.

The shares have partially recovered to trade at $218.14 on October 23. We suggest investors continue holding as we expect it to test a new resistance level of $240. The company is undertaking a $750 million on-market share buy-back in fiscal year 2026.

Telstra Group Ltd (ASX: TLS)

Finally, Bell Potter thinks that telco giant Telstra is a hold.

While the broker finds its dividend yield attractive, it notes that its growth is being constrained and its mobile business is facing price pressure. It said:

The telecommunications giant delivered moderate growth in full year 2025, in our view. However, mobile pricing pressure remains. The company's dividend yield adds appeal, yet growth is constrained by regulatory uncertainty and a saturated domestic market. TLS offers defensive characteristics, but upside is limited until the infrastructure strategy materialises. We retain a hold recommendation on the stock.

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. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended CSL. 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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