CooperCompanies jumps after strong Q2 results and clearer path past recall-related litigation

CooperCompanies (COO) is up 7.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s fiscal Q2 2026 report, which highlighted record revenue and higher non-GAAP earnings, alongside commentary that it has reached agreements to resolve substantially all claims tied to a prior fertility media recall. Even though GAAP results were weighed down by a large litigation-related charge, investors often react more positively when the financial impact is quantified and the overhang looks more containable.

Details:

Fiscal Q2 2026 revenue was $1.082 billion (up 8% reported, 5% organic), while non-GAAP diluted EPS was $1.21 (up 26%).

GAAP diluted EPS was $(0.40), primarily reflecting a $271.6 million litigation-related charge associated with a December 2023 voluntary embryo culture media recall at CooperSurgical.

Management said it reached agreements to resolve substantially all related claims, positioning the company to move forward with its strategic review.

Fiscal 2026 guidance was updated to total revenue of $4.285–$4.321 billion (with non-GAAP EPS reaffirmed at $4.58–$4.66), and the company reiterated a long-term free cash flow objective exceeding $2.2 billion for fiscal years 2026–2028.

Sources:

CooperCompanies Investor Relations, Nasdaq, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$COO Insider Trading Activity

$COO insiders have traded $COO stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $COO stock by insiders over the last 6 months:

ALBERT G III WHITE (President & CEO) purchased 10,000 shares for an estimated $808,000
LAWRENCE ERIK KURZIUS purchased 2,000 shares for an estimated $165,000
CYNTHIA L LUCCHESE purchased 1,784 shares for an estimated $149,963
HOLLY R SHEFFIELD (President, CSI) purchased 1,230 shares for an estimated $99,322
MARIA RIVAS purchased 1,000 shares for an estimated $82,130

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$COO Hedge Fund Activity

We have seen 337 institutional investors add shares of $COO stock to their portfolio, and 382 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,927,245 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $321,877,000
LONGVIEW PARTNERS (GUERNSEY) LTD added 3,823,062 shares (+inf%) to their portfolio in Q1 2026, for an estimated $273,348,933
BROWNING WEST LP added 3,288,446 shares (+89.1%) to their portfolio in Q1 2026, for an estimated $235,123,889
CAPITAL WORLD INVESTORS removed 2,793,254 shares (-27.4%) from their portfolio in Q1 2026, for an estimated $199,717,661
AQR CAPITAL MANAGEMENT LLC added 2,073,509 shares (+125.4%) to their portfolio in Q1 2026, for an estimated $148,255,893
ALLIANCEBERNSTEIN L.P. removed 2,042,980 shares (-91.1%) from their portfolio in Q1 2026, for an estimated $146,073,070
GENERATION INVESTMENT MANAGEMENT LLP added 1,749,961 shares (+61.4%) to their portfolio in Q1 2026, for an estimated $125,122,211

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$COO Congressional Stock Trading

Members of Congress have traded $COO stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $COO stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$COO Analyst Ratings

Wall Street analysts have issued reports on $COO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/03/2026

To track analyst ratings and price targets for $COO, check out Quiver Quantitative's $COO forecast page.

$COO Price Targets

Multiple analysts have issued price targets for $COO recently. We have seen 9 analysts offer price targets for $COO in the last 6 months, with a median target of $85.0.

Here are some recent targets:

Larry Biegelsen from Wells Fargo set a target price of $66.0 on 06/05/2026
David Saxon from Needham set a target price of $86.0 on 06/05/2026
Jeff Johnson from Baird set a target price of $85.0 on 06/05/2026
Anthony Petrone from Mizuho set a target price of $85.0 on 06/04/2026
Jason Bednar from Piper Sandler set a target price of $86.0 on 06/01/2026
Joanne Wuensch from Citigroup set a target price of $69.0 on 05/28/2026
Matt Miksic from Barclays set a target price of $103.0 on 03/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.