Cooper Companies, Inc. (COO)

The Cooper Companies' stock price has experienced notable fluctuations in the past six months. On August 27, 2025, the stock price decreased 12.9% following mixed Q3 results. On September 3, 2025, Cooper Companies presented at the Wells Fargo 20th Annual Healthcare Conference. On October 20, 2025, shares surged more than 5% after Jana Partners built a stake in the company. On May 29, 2025, CooperCompanies announced strong Q2 2025 financial results. On December 5, 2024, Cooper Companies reported Q4 earnings that beat estimates, but shares plunged 7.9% after hours as the company's fiscal 2025 guidance fell short of expectations.

The demand for contact lenses might experience some minor fluctuations related to back-to-school periods or annual eye exams, with promotions potentially boosting sales. The demand for fertility solutions and women's health products is generally less subject to strong seasonal variations, although the fertility market has shown signs of recovery, and capital purchase deferrals by clinics globally could introduce some variability.

The Cooper Companies, Inc. operates in the medical device industry, specifically within the healthcare sector. CooperVision focuses on contact lenses and vision care solutions, addressing various vision challenges with products like daily disposable lenses (MyDay® and clariti® 1 day) and monthly lenses (Biofinity®). CooperVision also offers specialty lenses for conditions like keratoconus and myopia management, including the MiSight® 1 day lens. CooperSurgical is dedicated to women's health and fertility, providing fertility solutions, medical devices, contraception (Paragard), and genomic services.

The Cooper Companies has a significant global presence, with operations spanning the Americas, Europe, Asia, Africa, and the Asia Pacific region. The company has over 16,000 employees located in 130 countries.

The Cooper Companies generally maintains a strong reputation as a global medical device company focused on innovation and improving lives. Jana Partners' involvement and push for strategic changes has put the company's structure and capital allocation under review. Mixed financial results and a softened outlook have unsettled investor confidence at times, leading to stock price declines.

Institutional investors hold a significant percentage of The Cooper Companies, Inc.'s outstanding shares, approximately 98.83% or 92.70% as of December 31, 2024. Major institutional owners include Vanguard Group Inc (12.20%), BlackRock Inc (7.77%), State Street Corp (4.36%), Capital World Investors (4.22%), and Kayne Anderson Rudnick Investment Management LLC (3.95%). Insider ownership is reported at 1.17%, with key executives like Holly R. Sheffield and Gerard H. Warner holding shares.