Share tips 2025: this week’s top picks

If you’ve been keeping a close eye on share tips 2025, then don’t miss this weekly round-up of the top stocks to consider for your portfolio.

The MoneyWeek share tips 2025 guide pulls together some of the best stocks from some of the top share tipsters around.

As well as the UK financial pages, we look at publications across the pond for investors who want to diversify their holdings internationally.

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From Magnificent Seven, which are consistently among the world's most-bought stocks, to finding value in the FTSE 100, we look at where to invest this year.

This list is updated weekly.

Share tips 2025: top picks of the week

Four to buy

1. OSB (LSE: OSB)
The Telegraph
There could be further dividends and capital gains to come from the challenger bank OSB. It is on a similar valuation to rivals Metro and TSB, yet the challenger provides a higher return on tangible equity than both, and Metro will have to work hard over the next few years to match OSB’s 35% cost-to-income ratio. Although it faces risks tied to Britain’s property sector, OSB boasts a higher net-interest margin, stronger regulatory capital ratios and a forecast 7% dividend yield. 499p

2. Primary Health Properties (LSE: PHP)
This is Money
NHS landlord Primary Health Properties (PHP) has been embroiled in a protracted bidding war with a consortium led by US private equity firm KKR for rival Assura, which recently backed PHP’s improved £1.79 million takeover offer. PHP has promised a 0.84p special dividend to Assura’s shareholders with its cash-and-share offer worth 53p. “There have been ups and downs” in the real-estate investment trust’s stock since 2008, but “loyal” investors have been rewarded with continued annual dividend growth, and there should be “more to come”. 101p

3. Anpario (LSE: ANP)
Shares
Anpario is a “quality small cap with a track record of topping analysts’ estimates, positive trading momentum”, and a progressive dividend. The maker of sustainable feed additives for animals has won market share and has invested in innovation. Anpario is benefiting from population growth and a shift towards natural feed solutions amid rising concerns over food safety. The stock looks cheap, and there is scope for a rerating. 416p

4. XPS Pensions (LSE: XPS)
Investors’ Chronicle
XPS Pensions has reaped the benefits from offering actuarial advice and administration to companies keen to manage their pension liabilities amid high interest rates. The group’s full-year pre-tax profits fell 35% thanks to the previous year’s £32.5 million gain from selling its NPT business, but underlying growth was “impressive”, with cash profits up 27% to £69.7 million. Broker Investec forecasts 12% revenue growth for 2026. 381p

One to sell

Bellway (LSE: BWY)
The Telegraph
Despite Bellway’s third-quarter update reading well and the government’s efforts to galvanise the housing market, the housebuilder’s shares trade marginally above its historic net asset value (NAV), suggesting “the easy money is already in the bag” and it may be “time to bank profits and move on”. Higher house prices have boosted sales and profits, but it’s unclear if earnings will return to the “go-go times of the late 2010s”, and Labour’s housing policy remains uncertain. The pandemic, higher interest rates, rising input costs, the end of Help to Buy and regulatory levies have weighed on housebuilders. “Sell.” 2,876p

The rest...

1. Marks Electrical (LSE: MRK)
Investors’ Chronicle
Despite record revenue, Marks Electrical swung to a loss of £1.7 million in the last financial year owing to higher costs from replacing its planning and accounting system. The online electrical retailer’s cash profits fell thanks to a decline in the average value of orders as customers became more price-conscious, while order volumes grew faster than sales. Marks has taken steps to mitigate the impact of higher wage costs. Analysts expect adjusted earnings to increase this year and next. The stock may be “undervalued relative to its sales”. Buy (59p).

2. Cerillion (LSE: CER)
Shares
Cerillion, a provider of billing and customer-relationship management software to telecommunications firms, boasts a 45% compound annual average growth rate over the past five years. Its shares dropped recently after CEO Louis Hall reduced his stake in the firm to 25.5% from 30%. But since no new shares have been issued, there is no dilution of existing holders, and this has created a “great opportunity” for investors to buy the stock at a discount. Cerillion is a “high-quality” business whose investment case has not changed. Its shares have seldom been so cheap. Buy (1,568p).

3. Costain (LSE: COST)
The Telegraph
Costain’s exposure to HS2 and Network Rail’s slow spending had prompted fears for Costain’s future performance, but a “reassuring” trading statement has allayed fears. The infrastructure specialist’s order book of £2.5 billion is more than double full-year sales forecasts, and Costain was the preferred bidder for an additional £2.9 billion in projects. Costain is aiming for a 4.5% profit margin this year and boasts good cash flow, no debt and a £10 million buyback. Hold (142p).

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