Well, it could pay to listen to what analysts at Ord Minnett are saying about two ASX 300 shares.

Here's why it rates them as buys:

Breville Group Ltd (ASX: BRG)

The first ASX 300 share backed by Ord Minnett is Breville Group.

Breville designs and sells premium kitchen appliances across global markets, with its products sold under brands such as Breville, Sage, and Baratza.

A key focus for the broker is the company's recent expansion in the United States. Breville rolled out store-in-store formats across 300 locations within Best Buy, as part of a broader shift by the retailer to streamline its supplier base.

Ord Minnett highlights that this change could have long-term implications for the competitive landscape. It said:

Breville executed a major US retail expansion in late 2025 where it installed 'store-in-store' formats in 300 of the more than 1,000 stores operated by US big-box consumer electronics retailer Best Buy. This was part of a deliberate consolidation of vendors by Best Buy.

The broker points out that Best Buy has reduced its appliance offering to a small group of preferred brands, including Breville. This effectively gives those partners greater visibility and shelf space.

Breville management has described the shift as a "material change" to the retail channel, with selected brands benefiting from stronger positioning while others lose access to physical stores.

As a result, Ord Minnett believes this could create a meaningful advantage for Breville in a key growth market.

This has seen the broker put a buy rating and $37.20 price target on its shares.

MA Financial Group Ltd (ASX: MAF)

Another ASX 300 share rated as a buy by Ord Minnett is MA Financial Group.

It operates across asset management, lending, and advisory services, with its asset management division making up the majority of earnings.

Ord Minnett sees strong growth ahead, supported by increasing funds under management and expanding lending operations. It said:

Its asset management business is seeing continuing momentum in net flows and the launch of new investment vehicles in FY25 leads us to expect strong growth in assets under management (AUM) in the near term.

The broker also highlights that MA Financial's exposure differs from some overseas peers, particularly in areas such as software, which reduces certain risks. In addition, the residential lending business is beginning to contribute more meaningfully. It has recently achieved positive EBITDA and continues to grow its loan book.

Ord Minnett expects this to support profit growth in the coming years, noting:

We see an attractive value proposition in MA Financial, with the stock trading on a one-year forward price-to-earnings (P/E) multiple of 14.7x, along with a forecast EPS compound annual growth rate (CAGR) of 23% over the FY25–28 horizon.

With multiple growth drivers across its business lines, it thinks MA Financial offers exposure to both asset growth and expanding earnings streams.

Ord Minnett has a buy rating and $9.20 price target on the ASX 300 share.

The post Ord Minnett says these ASX 300 shares are buys appeared first on The Motley Fool Australia.

To narrow things down, let's see what analysts are saying about the three in this article.

Are they buys, holds, or sells? Here's what the broker is recommending:

Breville Group Ltd (ASX: BRG)

Ord Minnett is very positive on this appliance manufacturer and is recommending it to clients. The broker recently upgraded its shares to a buy rating with a $37.20 price target.

It highlights that Breville is well-placed to benefit from a consolidation of vendors by Best Buy (NYSE: BBY) in the United States. It explains:

The consolidation of vendors by Best Buy is described by Breville management as a "material change" to the retail channel structure in the US. The brands chosen benefit from additional shelf space and a structural lock-in, while the brands that have been de-ranged lose access to more than 1,000 retail locations. This dynamic is also playing out across other Best Buy categories, not just small domestic appliances.

As a primary partner in Best Buy's consolidated vendor strategy, this should provide Breville with a significant competitive advantage in the giant US market. Following recent weakness in the Breville share price, we upgrade to Buy from Accumulate with an unchanged price target of $37.20.

Collins Foods Ltd (ASX: CKF)

The broker has also been looking at quick service restaurant operator Collins Foods.

It highlights that the company is expanding its footprint in Germany with an acquisition.

However, while it sees positives, it isn't enough for anything more than a hold rating with a $12.00 price target. It explains:

Collins noted same-store sales (SSS) growth in its dominant Australian division was 2.7% in FY26-to-date but had accelerated in the second half of FY26 to 3.2%. Post the trading update, Ord Minnet trimmed its FY26 EPS estimate by 0.7%, while our forecasts for FY27 and FY28 increased by 7.2% and 8.4%, respectively, which led us to raise our target price to $12.00 from $10.50.

There is value apparent in Collins, but the company needs to exhibit a sustained period of performance in the German market, which the company is touting as its next 'growth pillar', before we can become more constructive on the stock.

MA Financial Group Ltd (ASX: MAF)

Ord Minnett is feeling bullish about this global alternative asset manager and has named it as a buy with a $10.05 price target.

It highlights that the asset management business is experiencing strong momentum and believes it is well-placed to grow its assets under management. It commented:

‍Ord Minnett has resumed coverage of MA Financial with a Buy recommendation and a target price of $10.05. Its asset management business is seeing continuing momentum in net flows and the launch of new investment vehicles in FY25 leads us to expect strong growth in assets under management (AUM) in the near term.

Further, the residential lending business is hitting its straps and will deliver a more material profit contribution in FY26. We see an attractive value proposition in MA Financial, with the stock trading on a one-year forward price-to-earnings (P/E) multiple of 14.7x, along with a forecast EPS compound annual growth rate (CAGR) of 23% over the FY25–28 horizon.

The post Buy, hold, sell: Breville, Collins Foods, and MA Financial shares appeared first on The Motley Fool Australia.