How Cooper Companies' Expanded US$2 Billion Buyback Program Will Impact COO Investors

• On September 17, 2025, Cooper Companies' Board of Directors approved a US$1 billion increase to its share repurchase authorization, expanding the total program to US$2 billion with flexibility on timing and execution.
• This enhancement underscores the company's confidence in its financial strength and long-term outlook, as well as a firm commitment to returning capital to shareholders through substantial buybacks.
• We'll explore how Cooper Companies' expanded buyback plan could influence its investment case and future capital allocation priorities.

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Cooper Companies Investment Narrative Recap

To be a shareholder in Cooper Companies, you need to believe in the company’s ability to convert recent investments, particularly the MyDAY premium lens rollout, into consistent revenue and earnings growth, despite a slowing global contact lens market. The expanded US$2 billion buyback, while reinforcing management’s confidence, does not materially alter the near-term catalyst of MyDAY’s uptake or address the key risk from pricing pressure and unpredictable order patterns in the segment.

The most relevant recent announcement is Cooper’s successful resolution of manufacturing constraints for MyDAY. As the company accelerates its global rollout and executes over 30 new private label contracts, this could bolster revenue growth if demand materializes, but the risk of delayed sales conversion and competitive pricing remains pronounced.

However, hidden beneath the buyback headlines, investors should still be aware of the unpredictability tied to Cooper’s order patterns and the potential impact if...

Read the full narrative on Cooper Companies (it's free!)

Cooper Companies' narrative projects $4.9 billion revenue and $786.2 million earnings by 2028. This requires 6.4% yearly revenue growth and a $378.4 million earnings increase from $407.8 million today.

Uncover how Cooper Companies' forecasts yield a $84.47 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate Cooper Companies’ fair value across four views, ranging from US$68.44 to US$103.51 per share. While opinions vary widely, ongoing price competition and market uncertainty could challenge performance, so it pays to compare several different perspectives before making decisions.

Explore 4 other fair value estimates on Cooper Companies - why the stock might be worth just $68.44!

Build Your Own Cooper Companies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cooper Companies research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Cooper Companies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cooper Companies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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