GE Healthcare Technologies Inc. (GEHC): Among Billionaire Nelson Peltz's Stock Picks with Highest Upside Potential

We recently published a list of Billionaire Nelson Peltz’s 8 Stock Picks with Highest Upside Potential. In this article, we are going to take a look at where GE Healthcare Technologies Inc. (NASDAQ:GEHC) stands against other billionaire Nelson Peltz’s stock picks with highest upside potential.

Nelson Peltz is one of the renowned figures in the financial world mainly due to his role as a billionaire who has served as a board member of some large corporations and also due to being the co-founder of Trian Fund Management. As per Forbes, his current net worth is $1.6 billion whereas Trian Fund Management has around $8.5 billion as assets under management.

Nelson Peltz was born in 1942 and entered the business world through his family’s wholesale food distribution company A. Peltz & Sons. He started his journey as a delivery truck driver and later transformed the company with his brother Peter May. Peltz shifted the gears of his family business by transitioning its focus to international frozen foods and launched a new brand called Flagstaff Corp, which later went public and was sold for $150 million in 1972.

Later, Peltz turned his modest income to build a multi-million fortune by a series of bold moves, starting with leveraged buyouts financed with junk bonds. For reference, junk bonds are bonds with a higher risk of default as compared to other bonds issued by corporations and governments. However, because of this higher risk investors are compensated with lucrative interest rates, therefore junk bonds are also high-yield bonds.

Notably, Peltz acquired Triangle Industries in 1983 and later sold it for $4 billion 5 years later. He also acquired Snapple, turned its business to profitability, and sold it 3 years later at a significant upside. These numerous acquisitions of underperforming and undervalued businesses, being sold at profitability, demonstrate his ability to fix businesses. Nelson Peltz has a famous quote that says:

“I spent most of my career operating businesses and fixing businesses, not staring at a Bloomberg screen.”

The form of investment that billionaire Peltz follows is known as Activist Investment, which essentially means an investor or a group of investors buys a stake in a public company to influence the operations of the company. Mostly, activist investors do this by taking a seat on the board of directors. Peltz defines an activist investor in a quote that says:

“The activists play the balance sheet by selling a division to buy back stock and leveraging the balance sheet and buying back more stock.”

Currently, Peltz is the co-founder of Trian Fund and also serves on the boards of some major public corporations. As of March 2024, Trian Fund Management oversees discretionary assets totaling $6,202,444,791 for 25 clients.

Our Methodology

To compile the list of billionaire Nelson Peltz’s 8 stock picks with the highest upside potential, we sifted through 13F filings of Trian Partners, from Insider Monkey. From these filings, we checked each stock’s upside potential from CNN and ranked the stocks in ascending order of the upside potential. We have also added the Trian Partners stake in each company and the hedge fund sentiment around each stock. Please note that the data was recorded on April 21, 2025.

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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

GE HealthCare Technologies Inc. (NASDAQ:GEHC)

Trian Partners’ Stake: $314,987

Number of Hedge Fund Holders: 64

Analyst Upside Potential: 57.93%

GE Healthcare Technologies Inc. (NASDAQ:GEHC) is an international healthcare provider that specializes in medical technologies, diagnosis, and cloud-first artificial intelligence-enabled solutions for healthcare. It operates through key segments including Imaging, Advanced Visualization Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics.

GE Healthcare Technologies Inc. (NASDAQ:GEHC) is renowned for its research and development capabilities. On April 10, the company reported a collaboration with Cincinnati Children to set up the Care Innovation Hub, which will bring together researchers to work on projects related to the next generation of pediatric medical imaging in MR, CT, molecular imaging, ultrasound, and more. Earlier on March 28, the company unveiled its Vibe CT system, which is an advanced computed tomography scanner specifically designed to enhance cardiac imaging.

In addition to these developments, the company also delivered growth in its fiscal fourth quarter of 2024. During the quarter its revenue grew 2% year-over-year, along with net income margins which improved from 7.7% to 13.5%. BTIG analyst Ryan Zimmerman remains a Buy on the stock with a price target of $95. GE Healthcare Technologies Inc. (NASDAQ:GEHC) is the best billionaire Nelson Peltz’s stock picks with the highest upside potential.

River Road Large Cap Value Select Fund stated the following regarding GE HealthCare Technologies Inc. (NASDAQ:GEHC) in its Q4 2024 investor letter:

“As of December 31, the portfolio held 29 positions, up four positions from Q3. During Q4, the largest sector increase was 736 bps within industrials, while the largest decrease was -276 bps within consumer discretionary. We established five new positions and eliminated one position.

We eliminated GE HealthCare Technologies Inc. (NASDAQ:GEHC) (GEHC, 2.5 conviction) during the quarter as the stock traded near its assessed value and we have some concerns around the demand shortfalls in China (11% of revenue). The management team has demonstrated strong execution since its spinoff from GE in January 2023 with 140 bps of margin expansion and 400 bps of organic topline growth. We placed GEHC on our watch list and would happily repurchase shares if it trades at a sufficient discount.”

Overall, GEHC ranks 1st on our list of billionaire Nelson Peltz’s stock picks with highest upside potential. While we acknowledge the potential of GEHC to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GEHC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.