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: 15,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $8.6M
36% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 70
3.18% more ownership
Funds ownership: 95.03% [Q3] → 98.2% (+3.18%) [Q4]
3% more funds holding
Funds holding: 649 [Q3] → 667 (+18) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 249
14% less capital invested
Capital invested by funds: $20.8B [Q3] → $18B (-$2.84B) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Stifel Jonathan Block 5% 1-year accuracy 1 / 20 met price target | 30%upside $105 | Buy Maintained | 7 Mar 2025 |
JP Morgan Robbie Marcus 32% 1-year accuracy 6 / 19 met price target | 36%upside $110 | Overweight Maintained | 7 Mar 2025 |
Piper Sandler Jason Bednar 18% 1-year accuracy 7 / 38 met price target | 42%upside $115 | Overweight Reiterated | 7 Mar 2025 |
Citigroup Joanne Wuensch 39% 1-year accuracy 16 / 41 met price target | 36%upside $110 | Buy Maintained | 7 Mar 2025 |
Baird Jeff Johnson 25% 1-year accuracy 7 / 28 met price target | 32%upside $107 | Outperform Maintained | 7 Mar 2025 |
Financial journalist opinion
