Billionaire Kerr Neilson’s 10 Stock Picks with Huge Upside Potential

7. CVS Health Corporation (NYSE:CVS)

Upside Potential: 12.44%

Billionaire Kerr Neilson has bought over $290,715 worth of shares in CVS Health Corporation (NYSE:CVS), representing 0.02% of his stock portfolio, securing the company a spot in Billionaire Kerr Neilson’s 10 Stock Picks with Huge Upside Potential.

On June 30, 2025, Jefferies increased its price target on CVS Health Corporation (NYSE:CVS) from $74 to $80. The analyst attributed this to the management’s conservative future guidance, along with expectations for potential upside in the company’s EPS. Despite the sector headwinds, CVS remains one of the large-cap healthcare picks in the analyst’s portfolio.

For Q1 2025, CVS Health Corporation (NYSE:CVS) reported $95 billion in revenue, which was a 7% YoY increase. Meanwhile, its adjusted EPS was $2.25 per share and adjusted earnings were $4.6 billion. As per the company’s full-year guidance, EPS is estimated within the range of $6 and $6.2.

CVS Health Corporation (NYSE:CVS) offers insurance, pharmacy benefit management (PBM), and retail pharmacy services. It does so through its Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments.