Cooper Companies (The) management check
COO · Health Care · Health Care Supplies · CEO Mr. White
Filings as of
4 good · 1 to watch · 2 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $67, against $104 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.93 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
4.3% of net income$16.1m of reported pay in fiscal 2025, against $374.9m of net income.
- Good
Do they own the stock?
Insiders are buying3 insiders bought $1.9m on the open market in the last six months, with their own money, near the lows.
- Watch
Are owners being diluted?
Share count growingDiluted shares changed +0.2% a year over the last three fiscal years. Stock-based pay was 1.7% of revenue in the latest year.
- Good
Is leadership stable?
8 leadership filings in 3 yearsCEO in the pay table: Mr. White. 8 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Health Care.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 6 | 26 | |
| Pay for performance | 97 | 85 | |
| CEO cost | 0 | 44 | |
| Skin in the game | 80 | 46 | |
| Dilution | 48 | 68 | |
| Stable leadership | 85 | 70 | |
| Clean books | 100 | 100 |
Closest peers
Others in Health Care Supplies, by management score. Cooper Companies (The) is 41st of 60 in its sector.
- 278WSTWest Pharmaceutical Services63
- 321STESteris60
- 323MRKMerck & Co.60
- 325SOLVSolventum59
- 331ALGNAlign Technology59
- 333COOCooper Companies (The)59
Pay versus performance
From the proxy statement filed February 24, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. White | $16.1m | $1.8m | $4.1m | $67 | $104 | $374.9m |
| 2024 | Mr. White | $15.4m | $39.8m | $3.8m | $100 | $98 | $392.3m |
| 2023 | Mr. White | $13.5m | $22.3m | $3.5m | $75 | $75 | $294.2m |
| 2022 | Mr. White | $11.7m | −$9.2m | $3.1m | $66 | $77 | $385.8m |
| 2021 | Mr. White | $11.0m | $36.2m | $2.8m | $100 | $100 | $2.9bn |
The board says pay is tied most to Non-GAAP EPS. Its other key measures: Revenue, Free Cash Flow, Non-GAAP Operating Income.
Insiders and the CEO's stake
3 insiders bought $1.9m on the open market in the last six months, with their own money, near the lows.
- BoughtLawrence Erik KurziusDirector$1.1mSep 16, 2026
- BoughtWalter M Jr RosebroughDirector$542kSep 14, 2026
- BoughtPaul A KeelDirector$250kSep 11, 2026
Leadership and governance on file
- May 4, 2026Leadership change8-K 5.02
- Dec 23, 2025Leadership change8-K 5.02
- Dec 12, 2025Leadership change8-K 5.02
- Dec 4, 2025Leadership change8-K 5.02
- Apr 30, 2025Leadership change8-K 5.02
- Feb 5, 2025Leadership change8-K 5.02
- Dec 14, 2023Leadership change8-K 5.02
- Nov 30, 2023Leadership change8-K 5.02
- Dec 19, 2022Leadership change8-K 5.02
- Oct 4, 2022Leadership change8-K 5.02
- Dec 10, 2021Leadership change8-K 5.02
Latest shareholder vote results: Apr 8, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $402.4m returned to owners in buybacks and dividends, 9% of net income, and $305.7m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.9bn | $3.3bn | $3.6bn | $3.9bn | $4.1bn |
| Net income | $2.9bn | $385.8m | $294.2m | $392.3m | $374.9m |
| Stock-based pay | $43.8m | $54.2m | $62.1m | $75.1m | $70.5m |
| Buybacks | $24.8m | $78.5m | $0 | $0 | $290.1m |
| Dividends | $3.0m | $3.0m | $3.0m | $0 | $0 |
| Diluted shares | 50m | 199m | 199m | 200m | 200m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.