COHRNYSEOptical Instruments & LensesFiscal year ends June 30
COHERENT CORP.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 14, 2026
$232.02−0.88 (-0.38%)
Close on Oct 19, 2026
- Market cap
- $46.91B
- P/E (TTM)
- 56.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.8%
170M of 196M shares
Institutional holders
1,307
336 new, 121 sold out
Net institutional buying
-5M
In Q2 2026
Insider trades, 12 months
0 buys · 41 sales
Net sold $1.12B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 9,483,002 | 5.05% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 17,142,548 | 10.90% | 13G (passive) amendment | Oct 31, 2025 |
| Vanguard Capital Management | 13,968,914 | 7.45% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,978,940 | 6.60% | 13G (passive) amendment | Mar 31, 2026 |
| Abigail P. Johnson | 11,006,110 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of COHR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,608,092 | 8.48% | $6.55B | +1,655,117 | 0.10% |
| Vanguard Capital Management LLC | 12,765,663 | 6.52% | $5.04B | +586,054 | 0.11% |
| FMR LLC | 11,012,710 | 5.62% | $4.34B | −11,648,157 | 0.19% |
| Vanguard Portfolio Management LLC | 10,015,964 | 5.11% | $3.95B | +556,363 | 0.18% |
| State Street Corp | 8,591,135 | 4.39% | $3.39B | +843,219 | 0.10% |
| Nvidia Corp | 7,788,161 | 3.98% | $3.07B | – | 4.84% |
| Invesco Ltd. | 7,431,643 | 3.79% | $2.93B | +720,311 | 0.23% |
| Geode Capital Management, LLC | 5,269,330 | 2.69% | $2.07B | +31,147 | 0.11% |
| Capital International Investors | 3,600,561 | 1.84% | $1.42B | New | 0.29% |
| Morgan Stanley | 3,280,583 | 1.68% | $1.29B | +526,573 | 0.07% |
| Price T Rowe Associates Inc /Md/ | 3,081,354 | 1.57% | $1.22M | +1,539,159 | 0.12% |
| Norges Bank | 2,467,602 | 1.26% | $973.39M | New | 0.10% |
| Massachusetts Financial Services Co /Ma/ | 2,322,386 | 1.19% | $920.58M | +509,130 | 0.29% |
| Voya Investment Management LLC | 2,270,269 | 1.16% | $895.16M | +39,782 | 0.77% |
| Franklin Resources Inc | 2,247,324 | 1.15% | $886.50M | +1,231,309 | 0.19% |
| Goldman Sachs Group Inc | 2,196,205 | 1.12% | $866.34M | −407,468 | 0.08% |
| Charles Schwab Investment Management Inc | 2,178,959 | 1.11% | $859.53M | +133,711 | 0.11% |
| Bank Of America Corp /De/ | 1,862,119 | 0.95% | $734.55M | +175,845 | 0.05% |
| JPMorgan Chase & Co | 1,691,694 | 0.86% | $661.83M | +35,166 | 0.04% |
| D. E. Shaw & Co., Inc. | 1,642,670 | 0.84% | $647.98M | +1,530,168 | 0.31% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,307 | 170M | 86.8% | 336 / 502 | 365 / 121 | 29M | 34M |
| Q1 2026 | 1,105 | 175M | 89.5% | 319 / 352 | 347 / 103 | 66M | 39M |
| Q4 2025 | 902 | 165M | 84.2% | 274 / 249 | 288 / 57 | 50M | 30M |
| Q3 2025 | 701 | 146M | 74.4% | 147 / 208 | 243 / 79 | 23M | 22M |
| Q2 2025 | 644 | 145M | 74.2% | 142 / 270 | 157 / 76 | 24M | 21M |
| Q1 2025 | 582 | 143M | 72.8% | 99 / 227 | 180 / 133 | 21M | 20M |
| Q4 2024 | 629 | 143M | 72.8% | 155 / 173 | 215 / 45 | 20M | 19M |
| Q3 2024 | 530 | 143M | 72.8% | 99 / 176 | 180 / 61 | 37M | 21M |
| Q2 2024 | 495 | 138M | 70.7% | 88 / 148 | 185 / 61 | 20M | 18M |
| Q1 2024 | 471 | 136M | 69.4% | 113 / 131 | 166 / 45 | 29M | 27M |
| Q4 2023 | 406 | 133M | 68.2% | 73 / 145 | 131 / 58 | 17M | 12M |
| Q3 2023 | 398 | 128M | 65.3% | 68 / 136 | 128 / 77 | 21M | 18M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of COHR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,210,807 | 3.17% | $2.45B | 0.11% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,073,920 | 2.59% | $2.00B | 0.12% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,238,952 | 2.16% | $1.67B | 0.75% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,691,455 | 1.37% | $1.06B | 0.12% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,399,211 | 1.23% | $867.24M | 0.10% | May 31, 2026 |
| Vanguard Growth Index Fund | 2,210,305 | 1.13% | $871.90M | 0.23% | Jun 30, 2026 |
| Select Semiconductors Portfolio | 1,842,562 | 0.94% | $666.03M | 1.30% | May 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 1,498,683 | 0.77% | $591.19M | 1.70% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,388,577 | 0.71% | $365.04M | 3.29% | Jul 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 1,350,606 | 0.69% | $532.77M | 0.43% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,267,469 | 0.65% | $458.15M | 0.27% | May 31, 2026 |
| Invesco Value Opportunities Fund | 1,246,716 | 0.64% | $327.75M | 3.60% | Jul 31, 2026 |
| Growth Fund of America | 1,122,656 | 0.57% | $405.81M | 0.11% | May 31, 2026 |
| Vanguard Institutional Index Fund | 1,062,065 | 0.54% | $418.95M | 0.12% | Jun 30, 2026 |
| Invesco American Franchise Fund | 926,642 | 0.47% | $334.95M | 1.83% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James Robert Anderson | CEO, Director | 197,245 | 0.10% | Sep 1, 2026 |
| Robert P. Beard | Chief Strategy & Legal Officer | 51,428 | 0.03% | Sep 11, 2026 |
| Julie Sheridan Eng | Chief Technology Officer | 41,027 | 0.02% | Sep 1, 2026 |
| Sherri R. Luther | CFO and Treasurer | 70,855 | 0.04% | Sep 1, 2026 |
| Jeffrey B. Place | Chief Supply Chain Officer | 21,099 | 0.01% | Sep 1, 2026 |
| Ilaria Mocciaro | Chief Accounting Officer | 26,328 | 0.01% | Sep 1, 2026 |
| Giovanni Barbarossa | EVP, General Management | 163,158 | 0.08% | Nov 10, 2025 |
| Christopher Koeppen | EVP of Aerospace & Defense | 42,054 | 0.02% | Jul 18, 2025 |
| Enrico Digirolomo | Director | 11,923 | 0.01% | Sep 15, 2026 |
| Lisa Neal-Graves | Director | 13,033 | 0.01% | Sep 4, 2026 |
| Stephen A. Skaggs | Director | 14,592 | 0.01% | Sep 2, 2026 |
| Howard H. Xia | Director | 54,798 | 0.03% | May 13, 2026 |
| Shaker Sadasivam | Director | 41,173 | 0.02% | Feb 12, 2026 |
| Michelle M. Sterling | Director | 8,924 | 0.00% | Feb 12, 2026 |
| David L. Motley | Director | 26,197 | 0.01% | Feb 12, 2026 |
| Joseph J. Corasanti | Director | 80,193 | 0.04% | Feb 12, 2026 |
| Michael L. Dreyer | Director | 12,364 | 0.01% | Feb 12, 2026 |
| Patricia Hatter | Director | 23,859 | 0.01% | Feb 12, 2026 |
| Elizabeth Patrick | Director | 5,382 | 0.00% | Feb 12, 2026 |
| Sandeep Vij | Director | 24,746 | 0.01% | Feb 12, 2026 |
| Stephen G. Pagliuca | Director | 18,468 | 0.01% | Sep 2, 2025 |
| Bain Capital Partners XII, LLC | 10% owner | – | – | Nov 12, 2025 |
| BCPE Watson (DE) BML, LP | 10% owner | – | – | Nov 12, 2025 |
| Bain Capital Fund XII, LP | 10% owner | – | – | Nov 12, 2025 |
| BCPE Watson (DE) BML GP, LLC | 10% owner | – | – | Nov 12, 2025 |
| Capital Investors Llc Bain | 10% owner | 0 | – | Nov 12, 2025 |
| BCPE Watson (DE) Aggregator, LP | 10% owner | – | – | Nov 12, 2025 |
| BCPE Watson (DE) Aggregator GP, LLC | 10% owner | – | – | Nov 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Enrico Digirolomo Director | Sep 11, 2026 | Sale | −5,315 | $305.99 | $1.63M | 11,923 |
| Enrico Digirolomo Director | Sep 11, 2026 | Gift | −1,279 | – | – | 10,644 |
| Robert P. Beard Chief Strategy & Legal Officer | Sep 9, 2026 | Sale | −500 | $309.32 | $154.66K | 51,428 |
| Lisa Neal-Graves Director | Sep 2, 2026 | Sale | −2,200 | $268.42 | $590.52K | 13,033 |
| Julie Sheridan Eng Chief Technology Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −6,030 | $270.69 | $1.63M | 41,027 |
| Enrico Digirolomo Director | Aug 31, 2026 | Sale(10b5-1 plan) | −2,272 | $276.85 | $629.00K | 17,238 |
| Stephen A. Skaggs Director | Aug 31, 2026 | Sale(10b5-1 plan) | −2,272 | $276.88 | $629.07K | 14,592 |
| Julie Sheridan Eng Chief Technology Officer | Aug 31, 2026 | Sale(10b5-1 plan) | −7,047 | $276.83 | $1.95M | 47,057 |
| Robert P. Beard Chief Strategy & Legal Officer | Aug 28, 2026 | Tax withholding | −1,896 | $295.39 | $560.06K | 51,928 |
| Robert P. Beard Chief Strategy & Legal Officer | Aug 28, 2026 | Award | +5,373 | – | – | 53,824 |
| Ilaria Mocciaro Chief Accounting Officer | Aug 28, 2026 | Award | +2,449 | – | – | 26,328 |
| Ilaria Mocciaro Chief Accounting Officer | Aug 28, 2026 | Tax withholding | −2,174 | $295.39 | $642.18K | 24,154 |
| Ilaria Mocciaro Chief Accounting Officer | Aug 28, 2026 | Award | +1,612 | – | – | 23,879 |
| Sherri R. Luther CFO and Treasurer | Aug 28, 2026 | Tax withholding | −2,594 | $295.39 | $766.24K | 70,855 |
| Sherri R. Luther CFO and Treasurer | Aug 28, 2026 | Award | +8,731 | – | – | 73,449 |
| Jeffrey B. Place Chief Supply Chain Officer | Aug 28, 2026 | Award | +3,358 | – | – | 21,099 |
| Julie Sheridan Eng Chief Technology Officer | Aug 28, 2026 | Award | +11,960 | – | – | 66,966 |
| Julie Sheridan Eng Chief Technology Officer | Aug 28, 2026 | Tax withholding | −12,862 | $295.39 | $3.80M | 54,104 |
| Julie Sheridan Eng Chief Technology Officer | Aug 28, 2026 | Award | +5,373 | – | – | 55,006 |
| James Robert Anderson CEO, Director | Aug 28, 2026 | Award | +30,564 | – | – | 197,245 |
| James Robert Anderson CEO, Director | Aug 28, 2026 | Tax withholding | −11,958 | $295.39 | $3.53M | 185,287 |
| Sherri R. Luther Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −3,000 | $324.00 | $972.00K | 64,475 |
| Sherri R. Luther Chief Financial Officer | Jul 22, 2026 | Sale(10b5-1 plan) | −1,000 | $306.68 | $306.68K | 67,475 |
| Jeffrey B. Place Chief Supply Chain Officer | Jul 1, 2026 | Tax withholding | −2,181 | $394.47 | $860.34K | 17,658 |
| James Robert Anderson CEO, Director | Jun 3, 2026 | Tax withholding | −25,836 | $426.89 | $11.03M | 166,438 |
| Sherri R. Luther Chief Financial Officer | May 12, 2026 | Sale(10b5-1 plan) | −2,000 | $372.96 | $745.92K | 68,475 |
| Howard H. Xia Director | May 11, 2026 | Sale | −500 | $358.00 | $179.00K | 50,798 |
| Howard H. Xia Director | May 11, 2026 | Sale | −500 | $348.00 | $174.00K | 51,298 |
| Howard H. Xia Director | May 11, 2026 | Sale | −500 | $344.00 | $172.00K | 51,798 |
| Howard H. Xia Director | May 11, 2026 | Sale | −500 | $368.00 | $184.00K | 50,298 |
| Howard H. Xia Director | May 11, 2026 | Option exercise | +2,000 | $21.67 | $43.34K | 52,298 |
| Sherri R. Luther Chief Financial Officer | Apr 22, 2026 | Sale(10b5-1 plan) | −2,000 | $351.00 | $702.00K | 70,475 |
| Howard H. Xia Director | Mar 17, 2026 | Sale | −1,240 | $236.22 | $292.91K | 50,298 |
| Howard H. Xia Director | Mar 17, 2026 | Sale | −1,000 | $244.46 | $244.46K | 51,538 |
| Howard H. Xia Director | Mar 17, 2026 | Sale | −1,000 | $245.57 | $245.57K | 52,538 |
| Howard H. Xia Director | Mar 17, 2026 | Option exercise | +3,240 | $21.67 | $70.21K | 53,538 |
| Howard H. Xia Director | Mar 16, 2026 | Sale | −1,000 | $258.00 | $258.00K | 50,298 |
| Howard H. Xia Director | Mar 16, 2026 | Option exercise | +1,000 | $21.67 | $21.67K | 51,298 |
| Julie Sheridan Eng Chief Technology Officer | Mar 10, 2026 | Sale(10b5-1 plan) | −1,454 | $258.18 | $375.39K | 49,436 |
| Stephen A. Skaggs Director | Mar 9, 2026 | Sale(10b5-1 plan) | −3,523 | $243.13 | $856.55K | 16,864 |
| Enrico Digirolomo Director | Mar 6, 2026 | Sale | −3,911 | $241.50 | $944.51K | 21,357 |
| Enrico Digirolomo Director | Mar 6, 2026 | Option exercise | +1,005 | $49.90 | $50.15K | 22,362 |
| Enrico Digirolomo Director | Mar 6, 2026 | Option exercise | +2,906 | $36.56 | $106.24K | 25,268 |
| Enrico Digirolomo Director | Mar 6, 2026 | Gift | −1,847 | – | – | 19,510 |
| Enrico Digirolomo Director | Mar 6, 2026 | Gift | −1,847 | – | – | 15,599 |
| Enrico Digirolomo Director | Mar 6, 2026 | Sale | −3,911 | $241.50 | $944.51K | 17,446 |
| Julie Sheridan Eng Chief Technology Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −2,792 | $291.42 | $813.64K | 50,890 |
| Sherri R. Luther Chief Financial Officer | Feb 12, 2026 | Sale(10b5-1 plan) | −4,000 | $217.74 | $870.96K | 72,475 |
| Patricia Hatter Director | Feb 11, 2026 | Award | +279 | – | – | 23,859 |
| Joseph J. Corasanti Director | Feb 11, 2026 | Award | +279 | – | – | 80,193 |
| Lisa Neal-Graves Director | Feb 11, 2026 | Award | +279 | – | – | 15,233 |
| David L. Motley Director | Feb 11, 2026 | Award | +279 | – | – | 26,197 |
| Michelle M. Sterling Director | Feb 11, 2026 | Award | +279 | – | – | 8,924 |
| Enrico Digirolomo Director | Feb 11, 2026 | Award | +279 | – | – | 21,357 |
| Michael L. Dreyer Director | Feb 11, 2026 | Award | +279 | – | – | 12,364 |
| Sandeep Vij Director | Feb 11, 2026 | Award | +279 | – | – | 15,954 |
| Elizabeth Patrick Director | Feb 11, 2026 | Award | +279 | – | – | 5,382 |
| Shaker Sadasivam Director | Feb 11, 2026 | Award | +279 | – | – | 41,173 |
| Howard H. Xia Director | Feb 11, 2026 | Award | +279 | – | – | 50,298 |
| Stephen A. Skaggs Director | Feb 11, 2026 | Award | +279 | – | – | 20,387 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Digirolamo Enrico Director | Sep 11, 2026 | 5,315 | $1.63M | Sep 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| P. Beard Robert Officer | Sep 9, 2026 | 500 | $154.66K | Sep 9, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Neal-Graves Lisa Director | Sep 2, 2026 | 2,200 | $590.52K | Sep 2, 2026 | Restricted Stock Vesting Under a Registered Plan |
| S. Eng Julie Officer | Sep 1, 2026 | 6,030 | $1.68M | Sep 1, 2026 | Performance Stock Units |
| Digirolamo Enrico Director | Aug 31, 2026 | 2,272 | $634.34K | Aug 31, 2026 | Restricted Stock Units |
| S. Eng Julie Officer | Aug 31, 2026 | 7,047 | $1.97M | Aug 31, 2026 | Restricted Stock Units |
| Skaggs Stephen Director | Aug 31, 2026 | 2,272 | $634.34K | Aug 31, 2026 | Restricted Stock Units |
| Luther Sherri Officer | Aug 18, 2026 | 3,000 | $1.05M | Aug 18, 2026 | Restricted Stock Units |
| Luther Sherri Officer | Jul 22, 2026 | 1,000 | $317.22K | Jul 22, 2026 | Restricted Stock Units |
| Luther Sherri Officer | May 12, 2026 | 2,000 | $759.38K | May 12, 2026 | Restricted Stock Units |
| H. Xia Howard Board Member | May 11, 2026 | 2,000 | $709.00K | May 11, 2026 | Exercise of options under a registered plan |
| Luther Sherri Officer | Apr 22, 2026 | 2,000 | $687.58K | Apr 22, 2026 | Restricted Stock Units |
| H. Xia Howard Board Member | Mar 17, 2026 | 3,240 | $782.94K | Mar 17, 2026 | Exercise of options under a registered plan |
| H. Xia Howard Board Member | Mar 16, 2026 | 1,000 | $258.00K | Mar 16, 2026 | Exercise of options under a registered plan |
| S. Eng Julie Officer | Mar 10, 2026 | 1,454 | $366.87K | Mar 10, 2026 | Employee Stock Purchase Plan |