In this article, we will look at the 9 Most Profitable Large Cap Stocks to Invest in Now.
On March 30, James Stanley, senior strategist at StoneX, released his Q2 2026 US indices outlook. He noted that the second quarter 2026 outlook resembles a lot to last year in many ways. Last year, the market was making new lows due to the tariff situation, but President Trump gained control of the situation, and the widely known Trump Always Chickens Out (TACO) trade came into play to take markets higher after April lows.
This time, the market is faced with the geo-political concerns, and James Stanley questions whether the President has enough control over the situation to stop the market from further declines. Stanley noted that earlier in his 2026 outlook, he pointed out that the market needs a pullback to continue the bullish run. He notes that the geopolitical uncertainties have finally presented that pullback. Therefore, Stanley maintains his bullish view on the market and calls the sell-off a buying opportunity for the long-term.
With that, let’s take a look at the 9 Most Profitable Large Cap Stocks to Invest in Now.
Our Methodology
To compile the list of 9 Most Profitable Large Cap Stocks to Invest in Now, we used the Stock Analysis stock screener, WSJ, and Insider Monkey’s Q3 2025 database. Using the screener, we aggregated a list of large-cap stocks (market cap between $10 billion and $200 billion) . Out of these stocks, we shortlisted the ones with more than $10 billion in net income (TTM) and more than 10% net profit margins (TTM). We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
9 Most Profitable Large Cap Stocks to Invest in Now
9. Banco Santander, S.A. (NYSE:SAN)
Number of Hedge Fund Holders: 18
Banco Santander, S.A. (NYSE:SAN) is one of the Most Profitable Large Cap Stocks to Invest in Now. On March 23, Morgan Stanley analyst Alvaro Serrano upgraded Banco Santander, S.A. (NYSE:SAN) from Equal Weight to Overweight, while maintaining a price target of EUR 12.10.
The analyst noted replacing Societe Generale with Banco Santander as its top European Bank pick. The firm said in a research note that they expect a more defensive stance within European banks, and a rating upgrade suggests that the firm believes that it is better positioned to withstand the macro uncertainty. The analyst expects earnings to remain, supported by net interest income tailwinds from higher or sticky interest rates and a higher savings rate.
Separately, on March 27, Banco Santander, S.A. (NYSE:SAN) noted that it expects 2026 net profit to top €14.1 billion from 2025, driven by strong Q1 results. Moreover, the company expects continued customer base and revenue growth, while the costs are expected to drop year-over-year, thereby boosting efficiency by around 2.5%. The bank maintained revenue growth targets of mid-single-digit growth in 2026.
Banco Santander (NYSE:SAN) is a Spain-based company that operates as a retail and commercial bank. Its segments are scattered across Continental Europe, the United Kingdom, Latin America, and the United States.
8. The Toronto-Dominion Bank (NYSE:TD)
Number of Hedge Fund Holders: 28
The Toronto-Dominion Bank (NYSE:TD) is one of the Most Profitable Large Cap Stocks to Invest in Now. On March 10, Jefferies released a research note highlighting Canadian banks’, including The Toronto-Dominion Bank (NYSE:TD), leadership in AI adoption. The firm maintains a Hold rating on the stock.
Jefferies noted that Canadian banks have already started to see early returns from AI Adoption and project further efficiency gains. The firm cited Evident AI’s 2025 index, which highlights that Canadian banks take the top 30 positions internationally in AI Adoption. The firm believes that AI can result in 50 to 75 basis point incremental efficiency improvements over the coming years, with over 130 basis points of upside not yet in consensus estimates.
Regarding The Toronto-Dominion Bank (NYSE:TD), the firm noted that the bank targets a $500 million improvement in revenue and expense, driven by AI and automation. This tops Jefferies’ estimates. On the other hand, the Royal Bank of Canada aims for $700 million to $1 billion in enterprise value by 2027.
The Toronto-Dominion Bank (NYSE:TD) provided financial products and services. Its operations are divided into the following segments: Canadian Personal and Commercial Banking, U.S. Retail, Wealth Management and Insurance, Wholesale Banking, and Corporate segment.
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