Strong Competitive Position Drove Haemonetics Corporation's (HAE) Earnings Growth

Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities reported modest gains in the fourth quarter of 2025. The quarter started as a continuation of the post-Liberation Day risk-on market environment, while it ended on a strong note, driven by a positive macroeconomic backdrop. Attractive valuations, earnings recovery, broadening of the market, and a shift from mega-cap stocks supported small caps in the quarter. The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, trailing the 2.19% total return of the Russell 2000 Index. Security selection supported overall performance, while allocation effects detracted from performance. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Aristotle Small Cap Equity Fund highlighted Haemonetics Corporation (NYSE:HAE) as one of its leading contributors. Haemonetics Corporation (NYSE:HAE) is an innovative medical technology company that provides solutions for improving patient care. On February 13, 2026, Haemonetics Corporation (NYSE:HAE) stock closed at $57.76 per share. One-month return of Haemonetics Corporation (NYSE:HAE) was -19.97%, and its shares are down 7.38% over the past twelve months. Haemonetics Corporation (NYSE:HAE) has a market capitalization of about $2.68 billion.

Aristotle Small Cap Equity Fund stated the following regarding Haemonetics Corporation (NYSE:HAE) in its fourth quarter 2025 investor letter:

"Haemonetics Corporation (NYSE:HAE) is a global provider of hematology and blood management products and solutions. The company reported strong earnings, beating analyst expectations. We believe that the company’s strong competitive position within the plasmapheresis market along with increased investment in research and development should create value for shareholders over a multi-year period."

Haemonetics Corporation (NYSE:HAE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held Haemonetics Corporation (NYSE:HAE) at the end of the third quarter, which was 29 in the previous quarter.  Haemonetics Corporation (NYSE:HAE) reported third-quarter revenue was $339 million, bringing year-to-date revenue to $988 million. While we acknowledge the potential of Haemonetics Corporation (NYSE:HAE) 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.

In another article, we covered Haemonetics Corporation (NYSE:HAE) and shared the list of best medical devices stocks to invest in according to hedge funds. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.