What Makes The Cooper Companies (COO) an Investment Bet?

Market Performance - US stocks gained over 8% in the third quarter of 2025, as measured by the Russell 3000 Index, with small-cap stocks rising more than 12% [1] - Large-cap stocks increased by about 8%, while mid-cap stocks saw a gain of 5% [1] Diamond Hill Mid Cap Strategy Performance - The strategy underperformed the Russell Midcap Index in Q3 2025, returning 4.49% net compared to 5.33% for the Index [1] The Cooper Companies, Inc. Overview - The Cooper Companies, Inc. (NASDAQ:COO) manufactures and markets contact lenses through its CooperVision and CooperSurgical segments [2] - The one-month return for The Cooper Companies, Inc. was 8.74%, but its shares lost 10.29% of their value over the last 52 weeks [2] - As of December 30, 2025, the stock closed at $82.47 per share, with a market capitalization of $16.396 billion [2] Investment Insights - The Diamond Hill Mid Cap Strategy initiated several new positions in Q3 2025, including The Cooper Companies, Inc. [3] - Despite the overall market rise, the company is viewed as undervalued relative to its long-term growth outlook [3] - The Cooper Companies, Inc. had consolidated revenues up 4.6% year over year to a quarterly record of $1.065 billion in Q4 2025 [4] - The number of hedge fund portfolios holding The Cooper Companies, Inc. increased from 48 to 56 in the third quarter [4]