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StocksMedium•12 February 2026•

1 min read

Carillon Tower Advisers Notes Weak Home Depot Sales, Eyes AI for Higher Returns

Carillon Tower Advisers recently discussed The Home Depot, Inc. (HD) in its Q4 2025 investor letter, highlighting key observations about the retail giant. The firm noted that Home Depot reported weaker-than-expected same-store sales, despite positive contributions from recent acquisitions. This performance contrasts with the broader market's focus on growth opportunities. Carillon Tower Advisers suggested that artificial intelligence (AI) stocks might offer higher and quicker returns compared to HD. Despite these concerns, a significant number of institutional investors maintained positions, with 104 hedge funds holding HD at the end of Q3. This assessment provides a nuanced view for investors evaluating their portfolio allocations.