Thompson Investment Management Inc. Buys Shares of 54,370 The Cooper Companies, Inc. $COO

Thompson Investment Management Inc. purchased a new stake in The Cooper Companies, Inc. (NASDAQ:COO) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 54,370 shares of the medical device company’s stock, valued at approximately $3,728,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. J.Safra Asset Management Corp boosted its stake in Cooper Companies by 204.8% in the 2nd quarter. J.Safra Asset Management Corp now owns 506 shares of the medical device company’s stock worth $36,000 after purchasing an additional 340 shares during the period. CYBER HORNET ETFs LLC purchased a new stake in shares of Cooper Companies in the second quarter worth about $36,000. GKV Capital Management Co. Inc. bought a new position in shares of Cooper Companies in the first quarter valued at approximately $40,000. MUFG Securities EMEA plc purchased a new position in Cooper Companies during the second quarter valued at approximately $42,000. Finally, Assetmark Inc. grew its stake in Cooper Companies by 357.8% during the second quarter. Assetmark Inc. now owns 618 shares of the medical device company’s stock valued at $44,000 after acquiring an additional 483 shares in the last quarter. 24.39% of the stock is currently owned by institutional investors.

Key Cooper Companies News

Here are the key news stories impacting Cooper Companies this week:

• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS forecasts (including FY2026 to $4.45, FY2027 to $4.84 and FY2028 to $5.33) and lifted several quarterly estimates — this improves the earnings trajectory and supports valuation multiple expansion.
• Positive Sentiment: Zacks specifically increased Q1 2026 to $1.02, Q2 2026 to $1.07, Q3 2026 to $1.16 and Q4 2026 to $1.20 (and raised several 2027 quarter estimates), signaling confidence in near‑term revenue/margin trends.
• Positive Sentiment: Brokerage consensus flagged a “Moderate Buy” for COO, which can attract incremental demand from models and investors that follow analyst ratings. Article Title
• Neutral Sentiment: A Zacks comparison piece examines COO vs. Merit Medical (MMSI) for value investors — useful for relative‑value decisions but not a direct catalyst. Article Title
• Neutral Sentiment: December short‑interest data in the report is effectively zero/NaN and appears unreliable; it provides no actionable signal on short pressure or squeeze risk at present.
• Negative Sentiment: One small downward tweak: Zacks trimmed Q3 2027 EPS from $1.25 to $1.24 — a minor cut that slightly offsets some upgrades but is not material to the overall upward revisions.

Insiders Place Their Bets

In other Cooper Companies news, insider Holly R. Sheffield acquired 1,230 shares of the stock in a transaction dated Tuesday, December 16th. The stock was purchased at an average cost of $80.75 per share, for a total transaction of $99,322.50. Following the acquisition, the insider owned 39,052 shares in the company, valued at $3,153,449. The trade was a 3.25% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Albert G. White III bought 10,000 shares of Cooper Companies stock in a transaction that occurred on Tuesday, December 16th. The shares were acquired at an average cost of $80.80 per share, for a total transaction of $808,000.00. Following the acquisition, the chief executive officer owned 236,151 shares in the company, valued at $19,081,000.80. The trade was a 4.42% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 18,014 shares of company stock valued at $1,441,196 over the last 90 days. Company insiders own 1.98% of the company’s stock.

Analyst Upgrades and Downgrades

COO has been the subject of a number of recent analyst reports. Weiss Ratings restated a “sell (d+)” rating on shares of Cooper Companies in a research report on Monday, December 22nd. Barclays reissued an “overweight” rating and set a $91.00 price objective on shares of Cooper Companies in a research note on Monday, December 8th. Robert W. Baird upped their target price on Cooper Companies from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price target (up previously from $94.00) on shares of Cooper Companies in a report on Friday, December 5th. Finally, Stifel Nicolaus set a $95.00 price target on Cooper Companies and gave the company a “buy” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Cooper Companies has an average rating of “Moderate Buy” and a consensus price target of $90.15.

Cooper Companies Stock Up 0.1%

COO opened at $82.62 on Friday. The business’s fifty day simple moving average is $75.92 and its 200 day simple moving average is $72.44. The Cooper Companies, Inc. has a 52 week low of $61.78 and a 52 week high of $100.24. The company has a quick ratio of 1.13, a current ratio of 1.89 and a debt-to-equity ratio of 0.30. The stock has a market cap of $16.19 billion, a PE ratio of 43.95, a P/E/G ratio of 2.36 and a beta of 1.05.

Cooper Companies (NASDAQ:COO) last posted its quarterly earnings data on Thursday, December 4th. The medical device company reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The firm had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $1.06 billion. Cooper Companies had a return on equity of 10.02% and a net margin of 9.16%.The company’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.04 EPS. Cooper Companies has set its FY 2026 guidance at 4.450-4.600 EPS and its Q1 2026 guidance at 1.020-1.040 EPS. As a group, research analysts expect that The Cooper Companies, Inc. will post 3.98 earnings per share for the current fiscal year.

Cooper Companies announced that its board has initiated a stock repurchase plan on Wednesday, September 17th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the medical device company to repurchase up to 15.4% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its stock is undervalued.

About Cooper Companies

Cooper Companies, Inc (NASDAQ: COO) is a global medical device company headquartered in San Ramon, California. Founded in 1958, the company has grown through strategic acquisitions and organic development to become a major provider of vision care and women’s health products. Cooper Companies operates through two primary business segments—CooperVision and CooperSurgical—each serving specialized markets within the healthcare industry.

The CooperVision segment develops, manufactures and markets a broad range of soft contact lenses, as well as related accessories.