Carillon Tower Advisers released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter. Equity markets continued an upward rally, driven by AI acceleration and prospects for further interest rate cuts from the U.S. Federal Reserve. Small-cap stocks mirrored the rally with the Russell 2000 Growth Index up 12.19% in the quarter.

In its investor letter, Carillon Eagle Small Cap Growth Fund highlighted BellRing Brands, Inc. (NYSE:BRBR). The company, based in Saint Louis, Missouri, provides various nutrition products. BellRing Brands, Inc. (NYSE:BRBR) stock closed at $31.59 per share on October 28, 2025, with a market capitalization of $3.98 billion.

Carillon Eagle Small Cap Growth Fund noted in its investor letter that BellRing Brands, Inc. (NYSE:BRBR) produces and sells protein-based health and fitness beverages. The stock experienced a significant decline due to a lack of guidance for the next fiscal year, signaling a potential slowdown in growth rate. Expectations remain positive for growth around the company’s long-term average.

BellRing Brands, Inc. (NYSE:BRBR) is not among the 30 most popular stocks among hedge funds. The company reported net sales of $548 million in the fiscal third quarter of 2025, showing a 6% increase over the prior year. While BellRing Brands, Inc. (NYSE:BRBR) has investment potential, certain AI stocks may offer greater upside potential and lower downside risk.

Read more at Yahoo Finance: Should You Hold BellRing Brands (BRBR)?