Stock Recommendations for July 2025
The current buy recommendations from experts for stocks in July 2025 include some interesting titles that are relevant for private investors as well as retail investors in the German-speaking region.
Top Recommendations from Experts
- Darden Restaurants (WKN: A2PHHG)
The American restaurant chain with brands like Olive Garden and LongHorn Steakhouse is traded as a top stock by experts. It currently even outperforms market leaders like McDonald’s on the stock market and is considered promising.
- Gerresheimer AG
A producer of packaging for cosmetics and medical products, which relies on constant demand due to demographic change despite challenges in Düsseldorf. The price-to-earnings ratio is very attractive at around 11, signaling a favorable entry point. There are also speculations about possible spin-offs or takeovers that could offer additional price potential.
- RWE
The analysis house Jefferies has maintained the rating for RWE at “Buy” with a price target of 40 euros. This shows confidence in the energy company despite the current market situation.
- Allianz
The private bank Berenberg has raised the price target for Allianz from 419 to 431 euros and continues to recommend buying this stock. Allianz remains a favorite among insurance stocks.
- Realty Income (WKN: 899744)
For investors who value stable dividends, Realty Income is an interesting REIT (Real Estate Investment Trust). It has reliably paid monthly dividends for more than five decades and currently offers a dividend yield of about 5.6%. Although the payouts grow moderately, they do so consistently — benefiting long-term from compounding interest.
Additional Recommendations
Other mentioned buy recommendations include stocks like Carlisle, Scholar Rock, and Boeing according to JPMorgan recommendations, though these were mentioned less in detail.
Conclusion
| Stock | Industry | Recommendation / Special Feature |
|---|---|---|
| Darden Restaurants | Gastronomy | Strong growth potential |
| Gerresheimer AG | Medical/Cosmetic Packaging | Favorable P/E ratio & takeover speculations |
| RWE | Energy | Buy rating with solid price target |
| Allianz | Insurance | Raised price target with buy recommendation |
| Realty Income | Real Estate/REIT | Stable monthly dividend + attractive yield |
This selection offers both growth opportunities and stable income sources through dividends — ideal for private investors and savers in the German-speaking region.