What smart money is saying about Cooper Companies
7 funds in our archive have pitched Cooper Companies, most recently Oakmark Global Fund in June 2026.
The Cooper Companies, Inc. (COO) operates as a global medical device firm, primarily focused on developing, producing, and distributing products through two distinct business units: CooperVision and CooperSurgical. CooperVision specializes in contact lenses. Their product range includes spherical lenses for common vision issues like nearsightedness and farsightedness, as well as advanced lenses such as toric for astigmatism, multifocal for presbyopia, and specialized options addressing myopia, dry eyes, and eye fatigue. These vision correction solutions are available across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Meanwhile, CooperSurgical is dedicated to women's and family health, providing a wide array of medical devices, fertility treatments, genetic testing, diagnostic tools, and contraceptives to healthcare providers and patients globally. This segment's offerings encompass various surgical and office-based products like PARAGARD (an IUD), uterine manipulators, retractors, and closure devices. It also delivers comprehensive fertility services, including specialized consumables, equipment, embryo services, and preimplantation genetic screening. Established in 1958, The Cooper Companies, Inc. is headquartered in San Ramon, California.
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Fund signal · last 12 months
9 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q4 2026, 10 fund letters reported a position in Cooper Companies, with 6 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 1 | 0 |
| Q3 2026 | 3 | 1 | 1 | 0 |
| Q2 2026 | 4 | 3 | 0 | 2 |
| Q4 2025 | 1 | 1 | 0 | 3 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 9 moves
- October 2026
“Detractors included Cooper Companies and Equifax. In both cases, developments damaged our view of the quality of the business, its management, or both, and we exited the positions.”
Cooper Companies - September 2026
“the way. For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.”
Cooper Companies - AddedCDT Capital VNAVSeptember 2026
“For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.”
Cooper Companies - September 2026
“Shares of the following companies were sold to allocate funds to more attractive opportunities.”
Cooper Companies - New positionHarris Associates Global All Cap StrategyJune 2026
“We initiated the following position(s) during the pe- riod: • AstraZeneca is one of the largest pharmaceuti- cal companies in the world.”
Cooper Companies - New positionOakmark Global FundJune 2026
“Cooper Companies is a U.S.-headquartered medi- cal device company that manufactures contact lenses and women's health products. The contact lens industry benefits from an oligopolistic market structure with significant barriers to entry, highly re- curring revenue streams, and historically had con- sistently positive pricing dynamics that support mid- single-digit market growth over time. Cooper has an impressive track record of contact lens market share gains, which we attribute to its leading posi- tion in specialty lenses and its unique private-label strategy. We are encouraged by recent steps taken to improve free cash flow conversion, reaccelerate growth, and optimize the product portfolio. The stock has pulled back sharply alongside the broader medical technology sector and now trades at a meaningful discount to public peers, pri- vate market transactions, and its own trading his- tory. We were pleased to initiate a position at what we view as an attractive entry point relative to our estimate of intrinsic value.”
Cooper Companies Listed in Sustainable Growth Advisers U.S. Large Cap Growth Strategy’s reported holdings.
Cooper Companies- June 2026
“Increased: Cooper Companies (COO) – Addition reflects continued confidence in COO’s leading position in contact lenses and improving demand trends across premium product categories.”
Cooper Companies - New positionDavenportDecember 2025
“We initiated a position in Cooper Companies during the quarter.”
Cooper Companies - New positionPender US Small MidMarch 2025
“New Positions We initiated a position in Cooper Companies, a leading global medical device company with operations in two growing markets: CooperVision, a leader in the contact lens industry and CooperSurgical in women’s healthcare and fertility.”
Cooper Companies
Also mentioned · 1
These funds discuss Cooper Companies as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedNexPoint Event Driven FundDecember 2025
“During the fourth quarter, activists publicly launched campaigns against several large-cap companies. Specifically, Elliott Investment Management targeted sports apparel maker Lululemon, while Starboard Value went after oil & gas construction company Fluor and Keurig Dr Pepper, and Jana Partners, in concert with Browning West, went after specialty healthcare manufacturer Cooper Companies.”
Cooper Companies
Fund coverage · 7 theses
- Oakmark Global FundJune 2026
Cooper Companies is a contact lens and women’s health device company with recurring revenue, market share gains, and an attractive valuation.
Read the full thesis Cooper Companies benefits from an oligopolistic contact lens market, market share gains, and an attractive valuation.
Read the full thesis- DavenportDecember 2025
The Cooper Companies, Inc. is a leading contact lens maker with annuity-like demand, strong R&D, premium products, attractive entry valuation, insider buying, and potential value unlocks.
Read the full thesis - The London Company Mid CapDecember 2025
Cooper Companies operates high-quality vision and women's health businesses with durable advantages and margin expansion catalysts alongside attractive valuation and activist-driven improvements.
Read the full thesis - Diamond Hill Large Cap FundDecember 2025
The Cooper Companies is a global leader in contact lenses and women's health poised for long-term growth and modest share gains despite near-term headwinds.
Read the full thesis - Diamond Hill Long Short FundSeptember 2025
Cooper Companies is a medical devices company with strong growth potential in contact lenses and women's health, supported by recent investments and favorable market trends.
Read the full thesis - Pender US Small MidMarch 2025
Cooper Companies is a resilient global medical device leader in contact lenses and women's healthcare, benefiting from strong market positions and growth potential in both sectors.
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