Carillon Tower Advisers released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter, noting positive market performance driven by AI enthusiasm, limited inflation from tariffs, and expected interest rate cuts. The letter highlighted sector views and top 5 holdings, including Wingstop Inc. with a one-month return of -1.87% and market cap of $6.778 billion.

In its investor letter, Carillon Eagle Mid Cap Growth Fund expressed concerns about Wingstop Inc.’s stock performance due to pressure on its lower-income consumer base, anticipating weaker quarterly results and a longer path to positive comparable store sales.

Wingstop Inc. was not among the 30 most popular stocks among hedge funds, with 47 portfolios holding the stock at the end of the second quarter. The company saw a revenue increase of 8.1% year-over-year to $175.7 million in the third quarter. While Wingstop has potential, some AI stocks may offer better upside potential with less downside risk.

Read more at Yahoo Finance: Here’s What Pressured Wingstop (WING) in Q3