Billionaire Steve Cohen’s 10 Large-Cap Stock Picks with Highest Upside Potential

8. Capital One Financial Corporation (NYSE:COF)

Stock Upside Potential: 37.63%

Market Capitalization: $115.48 Billion

Point 72 Asset Management Equity Stakes: $290.07 Million

Number of Hedge Fund Holders: 136

Capital One Financial Corporation (NYSE:COF) is one of billionaire Steve Cohen’s large-cap stock picks with the highest upside potential. On May 9, Capital One Financial Corp (NYSE:COF) board of directors approved a $0.80 a share quarterly dividend.

The dividend is to be paid on June 1, 2026, to shareholders of record as of May 19, 2026. It also translates to an annualized dividend of $3.2 a share and a dividend yield of 1.7%. The quarterly dividend comes on the heels of Capital One Financial delivering solid first-quarter 2026 results. Net Income came in at $2.2 billion, or $3.34 a share, compared to $2.1 billion, or $3.26 a share, in Q4 2025. Revenue in the quarter totaled $15.2 billion, down 2% sequentially.

First-quarter results underscored solid top-line growth and strong credit performance. Additionally, Capital One Financial continues to benefit from the integration of the Discover acquisition, which is driving growth momentum.

Capital One Financial Corporation (NYSE:COF) is a diversified financial services holding company that offers a broad array of financial products and services, primarily focused on credit cards, banking, and auto loans for consumers, small businesses, and commercial clients.