AIVL1.009%
as of Jul 17
TXT
DefensiveTEXTRON INC
Textron Inc. operates in the aircraft, defense, industrial, and finance businesses worldwide. It operates in six segments: Textron Aviation, Bell, Textron Systems, Industrial, Textron eAviation, and Finance. The Textron Aviation segment manufactures, sells, and services business jets, turboprop and piston engine aircraft, and military trainer and defense aircraft, as well as offers maintenance, inspection, and repair services; commercial parts; and advanced flight training devices.
Close · 3M
-3.56%
Held by 2 AI ETFs
QRFT0.040%
as of Jul 8
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals14
Win rate21% (3/14)
Avg buy return-1.14%
AIVL · Weight increase · 2d
TXT's financials, featuring a Price-to-Earnings Ratio of 17.03 and a Price-to-Book Ratio of 1.99, effectively position the company within AIVL's US value-factor pool and align with the ETF's quantitative valuation metrics. The company's 9.48% revenue growth and 12.13% Return on Equity indicate fundamental strength and efficient capital utilization, suggesting AIVL's AI mechanism identified it as genuine value rather than a value trap. This assessment likely prompted the AI's decision to consecutively increase AIVL's allocation to TXT, culminating in the 1.0092% weight observed on July 17th. This increased weighting occurred as TXT's price had pulled back to 91% of its 52-week high, following a modest -1.1% 90-day return, indicating the AI identified an opportune entry point after a recent price adjustment.
weight 0.986% → 1.009% (+0.023 pp)·stock down 2.4% in the 30 days before
Jul 17·entry $91.48·now $90.79Fresh
-0.75%
since Jul 17
AIVL · Weight decrease · 2d
Textron Inc. is currently priced at $90.43, sitting near 90% of its 52-week high of $100.77, despite experiencing declines of 2.0% over the last 30 days and 10.2% over 90 days. AIVL's AI, specifically designed to distinguish genuine value from value traps within its pre-filtered US value universe, rigorously assesses fundamentals such as a 12.13% ROE and 9.48% revenue growth against valuation metrics, including TXT's 1.99 PBR and 16.79 PER. The consecutive weight decrease in TXT suggests the AI's periodic scoring model has determined that, even with recent price depreciation, the stock's current valuation relative to its specific fundamental profile no longer represents a sufficiently compelling value opportunity compared to other holdings. This indicates the AI's interpretation that the stock, despite recent drops, has not deepened its value proposition enough to warrant a maintained or increased allocation, aligning with the fund's objective of avoiding value traps.
weight 1.035% → 1.006% (-0.030 pp)·stock down 1.4% in the 30 days before
Jul 8·entry $89.83·now $90.79
+1.07%
since Jul 8
AIVL · Accumulation · 5d
AIVL's allocation to TEXTRON INC shows a pattern of gradual accumulation from late June into early July, rising from 0.9988% to 1.0520% before some brief retracements. This measured cadence is consistent with WisdomTree's AIVL strategy, which utilizes AI to evaluate names within a US value-factor pool and rebalances periodically rather than daily, enabling a deliberate approach to position sizing. During this accumulation, TXT's share price saw short-term declines, falling 3.1% over 30 days and 8.9% over 90 days, positioning it at $89.83, or 89% of its 52-week high. AIVL's AI, by analyzing TXT's PER of 17.29, PBR of 1.99, 9.48% revenue growth, and 12.13% ROE, likely identified this industrials company as a genuine value opportunity within its universe, leveraging its ability to distinguish fundamental strength from value traps after recent price weakness.
weight 0.999% → 1.012% (+0.013 pp)·stock up 0.5% in the 30 days before
Jul 7·entry $91.58·now $90.79Fresh
-0.86%
since Jul 7
AIVL · Accumulation · 5d
TXT's PBR of 1.99 and PER of 17.29 position it within AIVL's pre-filtered US value-factor universe, with the 12.13% ROE and 9.48% revenue growth providing fundamental data points for consideration. The WisdomTree AI’s method, which distinguishes genuine value from value traps, likely identified TEXTRON as an attractive holding following its -7.1% 90-day return. This corresponds with AIVL’s gradual accumulation, increasing the stock’s weight from 1.0014% to 1.0520% from late June into early July 2026. The current price of $91.58, at 91% of its 52-week high and experiencing a slight -0.3% dip over 30 days, indicates the AI's conviction in its valuation at this specific level.
weight 1.001% → 1.035% (+0.034 pp)·stock up 2.7% in the 30 days before
Jul 6·entry $93.84·now $90.79Fresh
-3.25%
since Jul 6
AIVL · Accumulation · 5d
WisdomTree’s AIVL, which utilizes AI to evaluate and score names within its approximately 100 US value stock portfolio, has shown a pattern of gradual accumulation in TEXTRON INC (TXT). The fund’s AI, designed to distinguish genuine value from value traps using fundamentals and valuation metrics, appears to be increasing its conviction in TXT within the periodic rebalancing structure. A 12.13% ROE aligns with the AI's focus on strong capital returns, helping differentiate TXT as a quality value play. This suggests the AI identifies TEXTRON as a compelling long-term holding, seeing sustained value at the current $92.50 price level.
weight 0.997% → 1.027% (+0.030 pp)·stock up 1.2% in the 30 days before
Jul 2·entry $92.50·now $90.79Fresh
-1.85%
since Jul 2
AIVL · Accumulation · 5d
The AIVL fund exhibits a measured accumulation of TEXTRON INC, with its weight incrementally increasing from roughly 1.0% to 1.05% over the observed period. This gradual build aligns with WisdomTree's AI-driven methodology, which sifts for genuine value within its US value-factor pool, rather than making abrupt, momentum-driven adjustments. TEXTRON’s financials, including a PER of 17.29 and PBR of 1.99, coupled with its 9.48% revenue growth and 12.13% ROE, likely position it favorably within the AI's assessment of fundamentals and valuation. Despite the recent +4.3% 30-day return, the preceding 90-day decline of -7.0% at a price level currently at 91% of its 52-week high suggests the AI identifies a continued buying opportunity, distinguishing its underlying value from a simple value trap.
weight 1.033% → 1.052% (+0.019 pp)·stock up 2.6% in the 30 days before
Jul 1·entry $91.93·now $90.79Fresh
-1.24%
since Jul 1
AIVL · Weight increase · 3d
Trading at $91.73, TXT currently sits at approximately 91% of its 52-week high, having experienced a 9.0% decline over the last 90 days despite a 19.3% gain over the past year. This recent price action likely created an appealing entry point for AIVL's AI, which is designed to distinguish genuine value within its US value-factor universe. The AI would have analyzed TXT's PER of 16.17, PBR of 1.99, and 12.13% ROE, alongside its 9.48% revenue growth, as part of its valuation and fundamental assessment. AIVL's consecutive weight increases, from 0.9988% on June 24th to 1.0418% by June 30th, suggest the AI identified TXT as a compelling value opportunity relative to other holdings during these rebalancing periods. The fund's methodology thus appears to have interpreted the stock's recent price dip as an opportunity to add to a fundamentally sound company.
weight 0.999% → 1.042% (+0.043 pp)·stock down 0.0% in the 30 days before
Jun 30·entry $91.73·now $90.79Fresh
-1.02%
since Jun 30
AIVL · Weight increase · 2d
WisdomTree’s AIVL, which employs AI to score names within its US value-factor universe of approximately 100 stocks, has increased its allocation to Industrials firm TXT. This move follows a 90-day return of -9.0% for TXT, potentially signaling to the AI that the stock presented a more compelling valuation opportunity. The AI's evaluation, which incorporates fundamentals such as return on capital, likely registered TXT’s 12.13% ROE as a positive signal, alongside its current P/E of 16.17. As the fund rebalances periodically, the recent consecutive weight increase, observed on June 25th and 26th, indicates the system's re-evaluation of TXT as a genuine value play.
weight 0.999% → 1.038% (+0.040 pp)·stock down 1.2% in the 30 days before
Jun 26·entry $91.22·now $90.79Fresh
-0.47%
since Jun 26
AIVL · Weight decrease · 2d
WisdomTree's AIVL, which utilizes AI to score names within a US value-factor pool, implemented a consecutive weight decrease for Textron (TXT) from 1.0970% down to 0.9969% between June 11 and June 22. This systematic adjustment suggests the AI's internal model, designed to distinguish genuine value from value traps using fundamentals like margins and valuation metrics such as P/E and P/B, has re-evaluated TXT's standing. The decision to scale back on Textron within the fund's roughly 100 US value stocks may be informed by its recent 90-day return of -10.6%, signaling a potential shift in its value proposition relative to other holdings. Such a prolonged series of reductions reflects the periodic rebalancing cadence of the fund as the AI processes new data to optimize its allocation.
weight 1.077% → 0.997% (-0.080 pp)·stock down 2.9% in the 30 days before
Jun 22·entry $86.94·now $90.79
+4.43%
since Jun 22
AIVL · Weight increase · 2d
Currently trading at $93.75, near 93% of its 52-week high, TEXTRON INC has seen a slight 2.3% retraction over the last 30 days, contrasting with a 26.6% climb over the past year. This short-term price movement, occurring within a longer upward trend, likely prompted AIVL's AI to re-evaluate TXT within its pre-filtered US value-factor pool. The AI, tasked with distinguishing genuine value from value traps, would have processed TXT’s 16.94 P/E and 1.99 P/B, alongside a 9.48% revenue growth and 12.13% ROE. These fundamental and valuation metrics, paired with the recent price dip, suggested to the AI that TXT presented a compelling opportunity for increased allocation, despite its proximity to the 52-week high. This ongoing assessment is reflected in AIVL's consecutive weight increases for TXT observed from June 5th through June 11th.
weight 1.089% → 1.097% (+0.008 pp)·stock up 3.2% in the 30 days before
Jun 11·entry $93.75·now $90.79Fresh
-3.16%
since Jun 11
AIVL · Weight decrease · 2d
AIVL's AI system, which seeks to identify genuine value within its US value-factor pool, likely re-evaluated Textron Inc. given its current price of $91.37. Trading at 91% of its 52-week high and delivering a 20.1% return over one year, TXT's valuation metrics—a P/E of 17.19 and P/B of 1.99—may have positioned it as a less compelling value proposition for the AI. The fund’s model, which incorporates fundamentals like TXT's 12.13% ROE to differentiate true value from potential traps, likely perceived a diminishing risk-adjusted value score for the Industrials company. This analysis led to a consecutive weight decrease for TXT within AIVL, moving its allocation from 1.0823% on May 15 to 1.0607% by June 1, consistent with the ETF's periodic rebalancing approach.
weight 1.098% → 1.061% (-0.037 pp)·stock down 6.6% in the 30 days before
Jun 1·entry $89.59·now $90.79
+1.34%
since Jun 1
AIVL · Weight decrease · 2d
The AI likely initiated the consecutive weight decrease due to Textron's modest 1.83% revenue growth, suggesting a re-evaluation of its future prospects and relative attractiveness compared to other portfolio holdings. This indicates the algorithm is prioritizing stronger growth opportunities or de-risking positions in companies with lower growth momentum. For retail investors, this serves as a signal to critically assess whether TXT's current valuation aligns with their own investment objectives given its slow revenue expansion and to consider if better growth opportunities exist.
weight 1.116% → 1.095% (-0.022 pp)·stock down 0.4% in the 30 days before
May 8·entry $91.01·now $90.79
-0.24%
since May 8
AIVL · Weight decrease · 3d
The AI ETF likely initiated the consecutive weight decrease in TEXTRON INC due to its low revenue growth of 1.83%, indicating the algorithm is rotating out of assets with perceived slower fundamental momentum. This sustained rebalancing suggests the AI might be prioritizing companies with higher growth potential or anticipating future headwinds for TXT. For retail investors, this action underscores the importance of critically evaluating a company's growth trajectory and considering active portfolio adjustments based on such fundamental shifts.
weight 1.161% → 1.106% (-0.055 pp)·stock up 3.5% in the 30 days before
May 5·entry $91.63·now $90.79
-0.92%
since May 5
AIVL · Accumulation · 4d
The AI ETF likely initiated gradual accumulation in Textron due to its stable financials, including a solid ROE of 12.25% and reasonable valuation metrics (PER 17.36, PBR 1.99), suggesting it identified a fundamentally sound company with potential for steady returns despite modest revenue growth. For retail investors, this demonstrates the value of considering stable, reasonably valued companies with good profitability, even in slower-growth sectors, and adopting a disciplined, gradual investment approach to mitigate entry risk.
weight 1.073% → 1.108% (+0.034 pp)·stock up 3.3% in the 30 days before
May 4·entry $90.94·now $90.79Fresh
-0.16%
since May 4
AIVL · Accumulation · 4d
The AI ETF is likely engaging in gradual accumulation of Textron due to its stable financials, reasonable valuation (PER 17.21, PBR 1.99), and solid ROE of 12.25%, indicating a fundamentally sound company within the Industrials sector that the AI may see as undervalued or poised for steady, long-term appreciation despite modest revenue growth. For a retail investor, this suggests considering a measured, value-oriented approach by gradually building positions in companies with strong underlying fundamentals and fair valuations, rather than attempting to time the market with large, singular purchases.
weight 1.073% → 1.149% (+0.076 pp)·stock up 6.5% in the 30 days before
May 1·entry $94.72·now $90.79Fresh
-4.15%
since May 1
AIVL · Accumulation · 4d
The AI ETF is likely gradually accumulating TEXTRON INC, a stable industrial, due to its fair valuation (moderate PER/PBR) and decent ROE, identifying it as a quality asset with potential for modest long-term appreciation rather than aggressive growth. For retail investors, this demonstrates the value of patiently scaling into positions in fundamentally sound companies that are not experiencing hyper-growth, using a disciplined approach like dollar-cost averaging to build exposure over time.
weight 1.073% → 1.161% (+0.088 pp)·stock up 9.6% in the 30 days before
Apr 30·entry $95.96·now $90.79Fresh
-5.39%
since Apr 30
AIVL · Accumulation · 3d
The AI ETF is likely gradually accumulating TXT due to its reasonable valuation (PER 17.62, PBR 1.99) and solid profitability (ROE 12.25%) despite modest revenue growth, indicating a strategic, patient build-up in a fundamentally sound industrial company. This cautious accumulation suggests the AI sees long-term value and aims to minimize market impact rather than reacting to immediate catalysts. For retail investors, this highlights the benefit of a measured, long-term approach to investing in quality companies with stable financials at fair prices, rather than impulsive trades based solely on high-growth potential.
weight 1.073% → 1.106% (+0.033 pp)·stock up 4.5% in the 30 days before
Apr 29·entry $89.78·now $90.79Fresh
+1.12%
since Apr 29
AIVL · Weight increase · 2d
stock up 0.8% in the 30 days before
Apr 28·entry $88.14·now $90.79Drifting
+3.01%
since Apr 28
+2.28%
since Mar 20
AIEQ · Exit · 1d
AIEQ maintained a consistent allocation to TEXTRON INC, holding between 0.53% and 0.55% for several days, before a complete divestment to 0.00% on May 30th. This marked a sudden, stepped removal rather than a gradual reduction from its portfolio. This rapid portfolio adjustment, characteristic of AIEQ's daily rebalancing and high-turnover style, suggests IBM Watson's NLP engine detected an immediate and significant shift in sentiment or fundamental indicators concerning TXT, despite the company showing 9.48% revenue growth and a 1-year return of 19.7%. Operating at its current price of $91.76, near 91% of its 52-week high, the fund's risk overlay likely converted this updated ranking into an outright sale, rapidly de-risking from the position following a recent 90-day return of -4.7%.
weight 0.540% → 0 (exited)·stock up 2.2% in the 30 days before
May 30·entry $89.59·now $90.79
+1.34%
since May 30
AIEQ · Weight decrease · 2d
The AI ETF likely initiated consecutive weight decreases due to TEXTRON INC's anemic 1.83% revenue growth, signaling weak business momentum despite otherwise moderate valuation multiples and ROE. This suggests the algorithm prioritizes growth prospects or detects declining future earnings potential. For retail investors, this demonstrates that AI-driven funds can actively reduce exposure to companies exhibiting stagnant top-line growth, even if current profitability metrics appear reasonable, indicating a focus on forward-looking performance.
weight 0.560% → 0.540% (-0.020 pp)·stock down 0.4% in the 30 days before
May 10·entry $91.66·now $90.79
-0.95%
since May 10
AIEQ · Sudden change · 1d
The AI ETF likely significantly increased its TXT weighting on May 3rd due to processing new, positive market data such as a substantial contract win or a revised favorable outlook for Textron's industrial operations, enhancing its perceived value. This suggests the AI detected an improved risk-reward profile not fully reflected in prior valuations. For retail investors, this action serves as a prompt to investigate recent news and company announcements that may have influenced the AI's enhanced conviction, rather than simply following the move.
weight 0.240% → 0.580% (+0.340 pp)·stock up 6.5% in the 30 days before
May 3·entry $90.94·now $90.79
-0.16%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 11
AI ETFs have shown mixed activity with some accumulation followed by recent weight decrease trends across AIEQ and AIVL, indicating a possible re-evaluation. This cautious movement somewhat aligns with a Buffett-style "Fail" verdict, primarily driven by Textron's financial health, which suggests the company does not meet the criteria for strong, consistent returns. However, the initial accumulation by some AI ETFs suggests these models perceived value that a strict framework analysis, particularly on ROE, would not support.
- Circle of CompetenceTextron's diversified industrial operations, while complex, involve established markets and long product cycles, suggesting its underlying earning power can be reasonably projected over a ten-year period.
- Economic MoatIconic brands like Cessna and Bell create identifiable switching costs and brand power, forming a plausible durable competitive advantage.
- ManagementInsufficient data is provided to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported Return on Equity (ROE) of 12.25% falls below the framework's criterion of a 10-year average ROE of at least 15%.
- Margin of SafetyInsufficient financial data is available to perform a conservative intrinsic value estimate and assess a margin of safety.
Textron Inc. ultimately receives a "Fail" verdict within this framework, primarily due to its reported Return on Equity not meeting the established financial health criteria. While the company operates within the circle of competence and appears to possess an economic moat through its established brands, the inability to fully assess management quality and the absence of data for a margin of safety calculation also contribute to the incomplete picture for a value investor.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.