Activist investor Jana Partners on Friday urged Cooper Companies to launch an external search for a new CEO and consider asset sales, arguing recent missteps have hurt investor confidence and weighed on the medical device maker's market value.
The Cooper Companies faces a critical transition as post-pandemic demand normalization in its vision care segment leads to decelerating revenue growth, falling to just 0.6% in the latest quarter. While a low debt-to-equity ratio of 0.31 provides financial stab...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated significantly to 0.6% in 2026Q3 from a high of 9.8% in 2024Q4, while gross margins have exhibited high volatility, swinging from 56.4% in 2025Q4 to 68.0% in 2026Q2.
The company has provided optimistic earnings guidance for fiscal year 2026, expecting total revenue of $4.285 billion - $4.321 billion with organic growth of 3.5% to 4.5%.
The Cooper Companies reported strong fourth-quarter and full-year 2025 results, with sales rising to $1,065.2 million and $4,092.4 million respectively, alongside positive net income and diluted EPS.
The company operates 130 primary and specialty care offices with 1,900 physicians and advanced practice providers, offering expert care in 95 specialties, indicating a strong and diversified healthcare presence.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 9, 2026 | $1.15+2.7% vs $1.12 | $1.1B-2.9% vs $1.1B |
Q3 2026 Jun 4, 2026 | $1.21+10.0% vs $1.10 | $1.1B+2.6% vs $1.1B |
Q2 2026 Mar 5, 2026 | $1.10+6.8% vs $1.03 | $1.0B+0.0% vs $1.0B |
Q4 2025 Dec 4, 2025 | $1.15+3.6% vs $1.11 | $1.1B+0.4% vs $1.1B |
Activist investor Jana Partners on Friday urged Cooper Companies to launch an external search for a new CEO and consider asset sales, arguing recent missteps have hurt investor confidence and weighed on the medical device maker's market value.
Cooper Cos. stock rises as activist investor Jana Partners calls for the company to search for a new CEO and sell a key business segment.
Calls for Board to Commence Immediate External CEO Search, Appoint New Board Chair and ExploreAsset Sales NEW YORK, Sept. 18, 2026 /PRNewswire/ -- JANA Partners ("JANA") today announced that it has sent a letter to the Board of Directors (the "Board") of The Cooper Companies, Inc. (Nasdaq: COO) ("Cooper" or the "Company") highlighting the companies consistent underperformance and calling on it to take several actions to improve shareholder value including the immediate initiation of an external search for a CEO, the appointment of a new board chair and the evaluation of asset sales.
The transaction involved 28,248 shares at a weighted average price of $30.67, representing a total value of ~$866,366. The sale represented 4% of the shares held by the insider prior to the transaction.

Benchmark COO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Cooper Companies, Inc. (COO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $56.07 | $10.94B | 29.98 | 5.06% | 9.16% | 4.59% | — | |
| $17.05 | $6.09B | -16.72 | 6.47% | -3.14% | -2.58% | — | |
| $86.82 | $49.99B | 47.44 | 11.55% | 15.43% | 9.66% | — | |
| $85.05 | $9.69B | 26.01 | 4.03% | 2.96% | 8.38% | — | |
| $76.01 | $16.97B | 30.53 | 1.74% | 13.18% | 11.01% | — | |
| $269.17 | $647.95B | 24.40 | 6.05% | 21.58% | 25.75% | — |
The Cooper Companies, Inc. (COO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Cooper Companies, Inc. (COO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Jun 4, 2026·SEC
May 4, 2026·SEC
Get notified when COO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Cooper Companies, Inc. (COO) stock FAQ — growth, dividends, profitability & financials explained
The Cooper Companies, Inc. (COO) reported $4.24B in revenue for fiscal year 2025. This represents a 3784% increase from $109.1M in 1996.
The Cooper Companies, Inc. (COO) grew revenue by 5.1% over the past year. This is steady growth.
Yes, The Cooper Companies, Inc. (COO) is profitable, generating $570.3M in net income for fiscal year 2025 (9.2% net margin).
The Cooper Companies, Inc. (COO) has a return on equity (ROE) of 4.6%. This is below average, suggesting room for improvement.
The Cooper Companies, Inc. (COO) generated $678.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.