The Cooper Companies Inc. (COO) — Q4 2025 results
Revenue increased 4.6% year-over-year to $1.07 billion, coming in slightly below the consensus revenue estimate of $1.07 billion (about $6.84 million short). Diluted earnings per share fell to $0.43, missing the EPS estimate of $1.13 by roughly $0.70. Overall, top-line growth masked pressure on margins and profitability.
Margin and cost dynamics
Cash flow and balance sheet items
Bottom line
The Cooper Companies Inc. Insider Trading Activity
The Cooper Companies Inc. 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 $683,900
- DANIEL G MCBRIDE (EVP & Chief Operating Officer) purchased 3,000 shares for an estimated $195,120
- LAWRENCE ERIK KURZIUS purchased 2,000 shares for an estimated $136,780
- GERARD H III WARNER (President, CooperVision, Inc.) purchased 1,450 shares for an estimated $100,383
- BRIAN G ANDREWS (EVP, CFO & Treasurer) purchased 1,525 shares for an estimated $100,162
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
The Cooper Companies Inc. Hedge Fund Activity
We have seen 299 institutional investors add shares of The Cooper Companies Inc. stock to their portfolio, and 411 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 4,756,178 shares (+332.9%) to their portfolio in Q3 2025, for an estimated $326,083,563
- VERITAS ASSET MANAGEMENT LLP removed 3,847,698 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $273,802,189
- GOLDMAN SACHS GROUP INC removed 3,351,840 shares (-86.8%) from their portfolio in Q3 2025, for an estimated $229,802,150
- VICTORY CAPITAL MANAGEMENT INC removed 3,286,209 shares (-97.4%) from their portfolio in Q3 2025, for an estimated $225,302,489
- GENERATION INVESTMENT MANAGEMENT LLP removed 2,873,376 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $204,469,436
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,750,065 shares (-42.0%) from their portfolio in Q3 2025, for an estimated $188,544,456
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,446,986 shares (+33.2%) to their portfolio in Q3 2025, for an estimated $167,765,360
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
The Cooper Companies Inc. Analyst Ratings
Wall Street analysts have issued reports on $COO in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/13/2025
- Goldman Sachs issued a "Sell" rating on 10/01/2025
- Needham issued a "Buy" rating on 08/28/2025
- Stifel issued a "Buy" rating on 08/28/2025
- Baird issued a "Outperform" rating on 08/28/2025
- Piper Sandler issued a "Overweight" rating on 08/28/2025
- Mizuho issued a "Outperform" rating on 07/16/2025
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 $83.0.
Here are some recent targets:
- Larry Biegelsen from Wells Fargo set a target price of $72.0 on 11/13/2025
- Matt Miksic from Barclays set a target price of $85.0 on 10/13/2025
- David Roman from Goldman Sachs set a target price of $64.0 on 10/01/2025
- Robbie Marcus from JP Morgan set a target price of $66.0 on 08/28/2025
- David Saxon from Needham set a target price of $94.0 on 08/28/2025
- Jonathan Block from Stifel set a target price of $85.0 on 08/28/2025
- Joanne Wuensch from Citigroup set a target price of $72.0 on 08/28/2025
