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    Insider Buying and Finance Shuffle Could Be A Game Changer For Cooper Companies (COO)

    Simply Wall St·12/19/2025 15:30:49
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    • On December 9, 2025, The Cooper Companies, Inc. appointed Executive Vice President and CFO Brian G. Andrews as principal accounting officer, with former holder Agostino Ricupati continuing as Senior Vice President, Tax.
    • This leadership consolidation comes as insider buying accelerates, including CooperVision President & CEO Albert G. White III’s purchase of 10,000 additional shares, highlighting internal confidence in the business.
    • We’ll now examine how this insider buying, particularly White’s ongoing share accumulation, may influence Cooper Companies’ existing investment narrative.

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    Cooper Companies Investment Narrative Recap

    To own Cooper Companies, you need to believe its contact lens and fertility businesses can convert steady but slower growth into stronger earnings, despite margin pressure and capital intensity. The CFO’s expanded remit and insider buying, including Albert White’s recent purchase, support confidence in oversight, but do not materially change the near term reliance on MyDAY execution as the key catalyst or the risk from softer market growth and pricing pressure.

    The most relevant recent announcement here is the latest earnings and FY2026 guidance, which point to mid single digit organic revenue growth for both CooperVision and CooperSurgical. When set against leadership consolidation and insider buying, that guidance keeps the spotlight on how effectively Cooper can translate MyDAY’s ramp and ongoing investments into improved free cash flow, despite slower demand growth than its five year trend and rising capital intensity.

    Yet beneath the reassuring insider activity, investors should be aware that ongoing pressure on free cash flow margins and rising investment needs could...

    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 roughly a $378 million earnings increase from $407.8 million today.

    Uncover how Cooper Companies' forecasts yield a $90.50 fair value, a 10% upside to its current price.

    Exploring Other Perspectives

    COO 1-Year Stock Price Chart
    COO 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently estimate Cooper Companies’ fair value between US$43.49 and US$90.50, reflecting a wide range of expectations. As you weigh those views against the risk that slowing market growth and pricing pressure could restrain revenue and margins, it becomes even more important to compare several perspectives on the company’s potential performance.

    Explore 4 other fair value estimates on Cooper Companies - why the stock might be worth 47% less than the current price!

    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 2 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.