The Cooper Companies, Inc. (COO) reported first-quarter 2026 revenue of $1.02 billion, up 6.2% year-over-year.
Margins showed strength, with a gross margin of approximately 67.9% and an operating margin of about 20.8%, reflecting improved operating leverage versus the prior year.
Cost of sales totaled $328.9 million (+8.0% YoY).
Analyst consensus entering the quarter was revenue of $1.04 billion and EPS of 1.0403; reported revenue trailed that revenue estimate while reported EPS was below the EPS expectation.
Shares moved 4.74% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
The Cooper Companies Inc. Insider Trading Activity
The Cooper Companies Inc. insiders have traded $COO stock on the open market 8 times in the past 6 months. Of those trades, 8 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) has made 2 purchases buying 20,000 shares for an estimated $1,491,900 and 0 sales.
- LAWRENCE ERIK KURZIUS has made 2 purchases buying 4,000 shares for an estimated $301,780 and 0 sales.
- CYNTHIA L LUCCHESE purchased 1,784 shares for an estimated $149,963
- GERARD H III WARNER (President, CooperVision, Inc.) purchased 1,450 shares for an estimated $100,383
- 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.
The Cooper Companies Inc. Hedge Fund Activity
We have seen 331 institutional investors add shares of The Cooper Companies Inc. stock to their portfolio, and 389 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 8,086,173 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $662,742,739
- 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
- BROWNING WEST LP added 3,691,083 shares (+inf%) to their portfolio in Q4 2025, for an estimated $302,521,162
- GENERATION INVESTMENT MANAGEMENT LLP added 2,849,428 shares (+inf%) to their portfolio in Q4 2025, for an estimated $233,539,118
- DIAMOND HILL CAPITAL MANAGEMENT INC added 2,720,594 shares (+479.6%) to their portfolio in Q4 2025, for an estimated $222,979,884
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,231,568 shares (+58.8%) to their portfolio in Q4 2025, for an estimated $182,899,313
- AMERIPRISE FINANCIAL INC removed 2,090,836 shares (-83.9%) from their portfolio in Q4 2025, for an estimated $171,364,918
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
The Cooper Companies Inc. 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.
The Cooper Companies Inc. Analyst Ratings
Wall Street analysts have issued reports on $COO in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/03/2026
- Baird issued a "Outperform" rating on 12/05/2025
- Stifel issued a "Buy" rating on 12/05/2025
- Piper Sandler issued a "Overweight" rating on 12/05/2025
- Barclays issued a "Overweight" rating on 10/13/2025
- Goldman Sachs issued a "Sell" rating on 10/01/2025
To track analyst ratings and price targets for The Cooper Companies Inc., check out Quiver Quantitative's $COO forecast page.
The Cooper Companies Inc. Price Targets
Multiple analysts have issued price targets for $COO recently. We have seen 11 analysts offer price targets for $COO in the last 6 months, with a median target of $94.0.
Here are some recent targets:
- David Saxon from Needham set a target price of $99.0 on 02/03/2026
- Matt Miksic from Barclays set a target price of $98.0 on 01/26/2026
- Patrick Wood from Morgan Stanley set a target price of $83.0 on 12/08/2025
- David Roman from Goldman Sachs set a target price of $71.0 on 12/08/2025
- Joanne Wuensch from Citigroup set a target price of $88.0 on 12/08/2025
- Jeff Johnson from Baird set a target price of $98.0 on 12/05/2025
- Larry Biegelsen from Wells Fargo set a target price of $82.0 on 12/05/2025
