Cooper Companies
About: CooperCompanies is one of the largest eyecare companies in the US. It operates in two segments: CooperVision and CooperSurgical. CooperVision is a pure-play contact lens business with a suite of spherical, multifocal, and toric contact lenses. The company also has one of the most comprehensive specialty lens portfolios in the world. With brands including Proclear, Biofinity, MyDay, and Clariti, Cooper controls roughly one fourth of the US contact lens market. CooperSurgical, founded in 1990, is made up of equipment related to reproductive care, fertility, and women's care. Cooper has the broadest medical device coverage of the entire IVF cycle. It also has Paragard, the only hormone-free IUD in the US, and controls 17% of the US IUD market.
Employees: 16,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
0.27% more ownership
Funds ownership: 98.02% [Q4 2024] → 98.29% (+0.27%) [Q1 2025]
6% less funds holding
Funds holding: 670 [Q4 2024] → 627 (-43) [Q1 2025]
8% less capital invested
Capital invested by funds: $18B [Q4 2024] → $16.6B (-$1.41B) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 250
34% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 100
36% less call options, than puts
Call options by funds: $29.1M | Put options by funds: $45.3M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Mizuho Anthony Petrone | 22%upside $90 | Outperform Maintained | 16 Jul 2025 |
Needham David Saxon | 28%upside $94 | Buy Upgraded | 17 Jun 2025 |
Baird Jeff Johnson | 32%upside $97 | Outperform Maintained | 30 May 2025 |
Piper Sandler Jason Bednar | 42%upside $105 | Overweight Reiterated | 30 May 2025 |
Wells Fargo Larry Biegelsen | 26%upside $93 | Overweight Maintained | 30 May 2025 |
Financial journalist opinion
