Carillon Tower Advisors, an investment management firm, has issued a fourth quarter 2025 investor letter for the “Carillon Eagle Mid-Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indices, the Russell MedCap® Growth Index declined 3.70%, while the Russell MedCap® Value Index rose 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their small weighting in the index, their contribution to the overall return was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Mid-cap stocks produced positive earnings in 2025 but their 2024 annual returns. The Russell MidCap Growth Index rose 8.66%, after the Russell MidCap Value Index returned 11.04%. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The company predicts a good year for equity markets. The letter highlights potential opportunities in the cyclicals, healthcare, IT, financial, and consumer spending sectors through 2026. Please review the fund’s top five holdings for 2025 to gain insight into their key picks.
In a 2025 fourth-quarter investor letter, Carillon Eagle Mid-Cap Growth Fund named Teradyne Inc. as its lead contributor. (NASDAQ: TER) highlighted. Teradyne, Inc. (NASDAQ: TER ) is a manufacturer of automated testing systems and robotics products. On March 03, 2026, Teradyne, Inc. (NASDAQ: TER ) stock closed at $304.22 per share. Teradyne, Inc. (NASDAQ: TER)’s one-month return was 13.06%, and its shares have moved 176.04% over the past 52 weeks. Teradyne Inc. (NASDAQ: TER ) has a market capitalization of $47.627 billion.
Carillon Eagle Mid-Cap Growth Fund said the following about Teradin Inc. (NASDAQ: TER ) in its fourth quarter 2025 investor letter:
“Teradyne, Inc.” (NASDAQ: TER ) is a supplier of semiconductor test equipment. Shares rose after the company reported strong results on the back of strong demand for test equipment for artificial intelligence (AI)-related semiconductors. The company also sees potential market share gains that could similarly support revenue growth in 2026.
Teradyne Inc. (NASDAQ: TER ) is not on our list of the 40 most popular stocks among hedge funds. According to our database, 77 hedge fund portfolios held Teradyne, Inc. at the end of the fourth quarter. (NASDAQ: TER ) held, up from 58 last quarter. While we have Teradyne, Inc. as an investment. (NASDAQ: TER) potential, we believe some AI stocks offer high potential and low risk. If you’re looking for the most undervalued AI stocks that stand to benefit significantly from Trump-era tariffs and the offshore trend, check out our free report Best short-term AI stocks.
