The Cooper Companies (COO) Moved Higher as Multiple Tailwinds Align

Core Insights - SGA's U.S. Large Cap Growth Strategy reported a Q4 2025 portfolio return of 0.3% (Gross) and 0.2% (Net), underperforming the Russell 1000 Growth Index and S&P 500 Index which returned 1.1% and 2.7% respectively [1] - The portfolio faced significant challenges in 2025, marking it as the most difficult year since the firm's inception in 2003, but remains optimistic about growth potential and relative valuation [1] - The strategy is positioned to benefit from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership [1] Company-Specific Insights - The Cooper Companies, Inc. (NASDAQ:COO) was highlighted as a notable contributor in Q4 2025, despite a one-month return of -0.27% and a 52-week loss of 12.81% [2] - As of February 9, 2026, The Cooper Companies, Inc. had a stock price of $81.48 and a market capitalization of $16.199 billion [2] - The company reported positive operating results, alleviating supply constraints for premium daily silicone hydrogel contact lenses, securing new private label contracts, and showing innovation in myopia control and multifocal lens platforms [3] - CooperSurgical demonstrated sequential improvement despite facing macroeconomic challenges in the Asia Pacific region [3]