Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered marginal gains in the fourth quarter of 2025. The Russell 2000® Value Index outperformed the Russell 2000® Growth Index in the quarter, with more balanced results. In line with the broader stock market, small-cap stocks delivered solid results in 2025. The Russell 2000 Growth Index returned 13.01%, outperforming the Russell 2000 Value Index’s 12.58% gain. The firm anticipates a favorable year ahead for equity markets. The letter outlined the potential opportunities within Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending sectors heading to 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks like Hims & Hers Health, Inc. (NYSE:HIMS). Hims & Hers Health, Inc. (NYSE:HIMS) is a leading telehealth platform that offers a range of curated prescription and non-prescription health and wellness products and services. On February 17, 2026, Hims & Hers Health, Inc. (NYSE:HIMS) stock closed at $16.27 per share. One-month return of Hims & Hers Health, Inc. (NYSE:HIMS) was -43.68%, and its shares are down 76.33% over the past twelve months. Hims & Hers Health, Inc. (NYSE:HIMS) has a market capitalization of $3.704 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding Hims & Hers Health, Inc. (NYSE:HIMS) in its fourth quarter 2025 investor letter:
“Hims & Hers Health, Inc. (NYSE:HIMS) is a telehealth company that provides access to medically prescribed treatments for conditions such as sexual health, hair loss, and more recently weight management. After launching injectable GLP-1 weight loss drugs in May 2024, the company experienced rapid growth, but regulatory changes and lower-priced competition from two major pharmaceutical companies pressured demand and the stock price. Despite these headwinds, Hims & Hers is diversifying into new offerings including hormone replacement therapy and peptides for health and aging. With this expanded portfolio, we believe the company is positioned for long term growth, though near-term investor sentiment remains cautious.”
Hims & Hers Health, Inc. (NYSE:HIMS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 35 hedge fund portfolios held Hims & Hers Health, Inc. (NYSE:HIMS) at the end of the third quarter, up from 34 in the previous quarter. While we acknowledge the potential of Hims & Hers Health, Inc. (NYSE:HIMS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
