Cooper Companies, Inc. (COO)

The Cooper Companies' stock price has fluctuated in the past six months. As of July 15, 2025, the share price was $72.18, a decline of 19.92% from July 16, 2024, and $62.50, a decline of 13.19% from April 28, 2025. Key events include the Q1 2025 earnings release, which caused a stock price drop due to revenue falling short of expectations, and the Q2 2025 earnings release, where despite beating earnings, the stock fell due to downward revisions of growth expectations. Analyst ratings have also changed, with Mizuho lowering its price target, while Needham & Company LLC and BNP Paribas Exane upgraded shares. The stock has underperformed the broader healthcare sector and the S&P 500 due to declining sales of Paragard, increased competition, and softer demand for certain lenses.

The demand for The Cooper Companies' products generally follows seasonal trends, with sales growth driven by the "back-to-school season." Quarterly results are expected to have a lighter start compared to previous quarters. The company anticipates stronger organic growth in Q4 compared to Q3, considering year-over-year comparisons and the timing of product rollouts for CooperVision. Demand for daily silicone hydrogel lenses, particularly MyDay, has been high, with supply constraints being a limiting factor, though new manufacturing lines are expected to improve availability. The myopia management business, including MiSight, has also seen strong momentum.

The Cooper Companies, Inc. is a global medical device company operating in the healthcare sector through two business units: CooperVision and CooperSurgical. CooperVision focuses on manufacturing and distributing contact lenses, including daily disposables, toric lenses, multifocal lenses, and specialty lenses. CooperSurgical is involved in the fertility and women's healthcare market, offering fertility products and services, medical devices, cryostorage, and contraception. The company's revenue is primarily generated through the sale of contact lenses and women's healthcare products.

The Cooper Companies has a significant global presence with over 16,000 employees in 130 countries across Europe, Asia, Africa, and the Americas. Its products are marketed worldwide to various healthcare professionals and organizations. CooperVision serves the Americas, EMEA, and Asia Pacific regions. CooperSurgical's major facilities are located in Costa Rica, the Netherlands, the United Kingdom, and the United States, with other smaller facilities globally.

The Cooper Companies maintains a strong brand reputation for quality and reliability in vision care and women's health. The company's commitment to research and development ensures it remains at the forefront of technological advancements. Its 2024 Sustainability Report showcased efforts benefiting people and the planet, and it has partnered with Plastic Bank to provide free vision care, enhancing its social responsibility image. No significant negative events impacting the brand reputation were found.

The Cooper Companies, Inc. is a publicly traded company with ownership distributed among shareholders. Institutional investors hold approximately 98.52% of the stock, with major holders including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual ownership accounts for a smaller percentage, around 0.56%, while company insiders hold about 1.19% of the stock.