Cooper Companies, Inc. (COO)

Over the past six months, The Cooper Companies' stock experienced a 22% decline over the past 52 weeks. In March 2026, Cooper Companies reported strong Q1 FY2026 results, with revenue reaching $1.02 billion and adjusted EPS rising 20% year-over-year. In December 2025, the company announced a new Chair of the Board and a strategic review, and expanded its share repurchase program to $2 billion. In August 2025, Q3 2025 results led to a 12.85% drop in the stock, but a buyback expansion in September 2025 saw shares gain 4.51%.

The Cooper Companies' products may experience some demand seasonality. Contact lenses are generally necessities, but discretionary spending on new types or upgrades could be influenced by economic cycles. The fertility market is recovering, driven by demographic trends and expanded access to fertility care. The company's diversified portfolio helps mitigate risks associated with market demand fluctuations. Historically, the stock has shown seasonal strength from December 13 to March 31.

The Cooper Companies, Inc. is a global medical device company focused on healthcare, specifically medical instruments and supplies. It operates through two business units: CooperVision, which develops and markets soft contact lenses, and CooperSurgical, which provides products and services for family and women's health, including fertility products, medical devices, and contraception.

The Cooper Companies has a significant global presence, with over 15,000 employees in 130 countries across Europe, Asia, Africa, and the Americas. Its products are sold worldwide to distributors, eye care and health care professionals, hospitals and clinics, and authorized resellers. The company focuses on international growth, particularly in emerging markets like China.

The Cooper Companies maintains a strong presence in the eyecare market through CooperVision and is a global leader in fertility devices and a U.S. leader in high-risk labor and delivery safety through CooperSurgical. The company's reputation has been influenced by its leadership in pediatric myopia management and commitment to advancing eye health. However, the company has also faced reputational challenges due to ongoing IVF litigation and slowing growth momentum concerns.

The ownership of The Cooper Companies is primarily distributed among institutional investors and public shareholders. Institutional investors hold approximately 97.59% of the shares, with Vanguard Group Inc. being the largest individual institutional shareholder, owning 12.07% of the company's shares. Individual investors own around 0.6% of the shares.