UNP · UNION PACIFIC CORP

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Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

Close · 3M

+16.81%

Held by 2 AI ETFs

AIVL0.283%

as of Jul 17

AIEQ0.060%

as of Jul 20

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 signals11

Win rate91% (10/11)

Avg buy return+7.91%

AIVLnow 0.283% of fund20 signals

AIVL · Weight increase · 2d

WisdomTree's AIVL, which employs an AI to score names from a pre-filtered US value-factor pool, has incrementally increased its exposure to UNION PACIFIC CORP. The fund’s methodology, designed to distinguish genuine value from value traps within its approximately 100 US stock portfolio, likely identified UNP's 40.38% Return on Equity as a strong fundamental driver. Despite the stock trading at $301.75, reflecting its 52-week high, the AI’s system appears to have reassessed UNP's intrinsic quality relative to its valuation. This sustained series of weight increases from early July points to a rebalancing action, as the AI’s scoring model adjusted its conviction in the rail company over several days.

weight 0.272% → 0.283% (+0.011 pp)·stock up 12.8% in the 30 days before

Jul 17·entry $301.75·now $296.25Fresh

-1.82%

since Jul 17

AIVL · Weight increase · 2d

UNP's 40.38% return on equity is a significant fundamental metric for AIVL, which evaluates factors like return on capital within its selection process. While carrying a PER of 23.75 and PBR of 7.43, the AI's algorithm for identifying genuine value within the US value-factor pool appears to have favored UNP's profitability. The ETF's consistent increase in UNP's weight through late June and early July directly coincided with the stock trading at its 52-week high of $286.96. This allocation adjustment suggests the AI perceived the company's valuation as attractive relative to its strong fundamentals, even after the share price appreciated by 7.5% in 30 days. The AI's method focuses on distinguishing genuine value rather than simply avoiding high valuation metrics alone.

weight 0.266% → 0.269% (+0.003 pp)·stock up 6.1% in the 30 days before

Jul 9·entry $285.04·now $296.25Drifting

+3.93%

since Jul 9

AIVL · Accumulation · 5d

AIVL's AI, tasked with distinguishing genuine value from potential traps within its roughly 100-stock US value universe, appears to have increased its conviction in UNION PACIFIC CORP. The fund's methodology, which considers fundamentals like return on capital, likely prioritized UNP's 40.38% Return on Equity as a significant indicator of company quality. This gradual accumulation, evidenced by UNP's weight rising from 0.2482% to 0.2654% over several days, aligns with AIVL's periodic rebalancing approach rather than daily adjustments. The AI's decision suggests it identifies fundamental strength in UNP, even with the stock trading at $282.25, the peak of its 52-week range, indicating its analysis looks beyond conventional low valuation multiples alone.

weight 0.248% → 0.265% (+0.017 pp)·stock up 6.6% in the 30 days before

Jul 2·entry $282.25·now $296.25Drifting

+4.96%

since Jul 2

AIVL · Accumulation · 6d

UNP's ROE of 40.38% indicates a strong return on equity, a key fundamental metric for AIVL's AI, which evaluates return on capital. While the P/E of 23.12 and P/B of 7.43 suggest a valuation above typical deep-value norms, AIVL’s AI's primary role is distinguishing genuine value from value traps within its pre-filtered US value universe using these fundamental and valuation metrics. The gradual accumulation of UNP, increasing from 0.2470% to 0.2647% between June 18th and July 1st, coincided with the stock trading at $277.73, near its 52-week high of $279.39. This measured buying suggests the AI mechanism, which rebalances periodically, continued to validate UNP's perceived quality and value characteristics despite its position at the upper end of its yearly range.

weight 0.247% → 0.265% (+0.018 pp)·stock up 5.4% in the 30 days before

Jul 1·entry $277.73·now $296.25Drifting

+6.67%

since Jul 1

AIVL · Accumulation · 5d

UNP, trading at $272.00, sits at 97% of its 52-week high despite experiencing a -1.1% return over the prior 30 days within a year of 23.3% appreciation. This slight dip after significant gains likely prompted AIVL's AI to assess UNP, whose strategy identifies genuine value from traps in a value universe using fundamentals and valuation metrics. The AI likely weighed UNP's 40.38% Return on Equity as a key factor indicating profitability and efficient capital use, balancing this against its P/E of 21.29 and P/B of 7.43. Consequently, the ETF exhibited a gradual accumulation of UNP shares from 0.2559% to 0.2572% over two weeks in June, consistent with its periodic rebalancing methodology.

weight 0.256% → 0.257% (+0.001 pp)·stock up 3.6% in the 30 days before

Jun 30·entry $272.00·now $296.25Drifting

+8.92%

since Jun 30

AIVL · Weight increase · 2d

UNION PACIFIC CORP (UNP) exhibits a Return on Equity of 40.38%, a fundamental strength likely scoring highly with AIVL's AI despite its P/E ratio of 21.29 and P/B of 7.43. WisdomTree's AI, managing AIVL, specifically works to distinguish genuine value through metrics like return on capital, suggesting the algorithm prioritized UNP's operational efficiency within its US value-factor pool. The consistent weight increase for UNP in AIVL from 0.2482% to 0.2544% between June 22nd and June 26th, 2026, occurred as the stock traded at $272.70, positioning it near 98% of its 52-week high. This allocation adjustment reflects the AI identifying an improving signal for UNP, capitalizing on its strong profitability even after a period of modest short-term price gains of +0.8% over 30 days.

weight 0.250% → 0.254% (+0.004 pp)·stock down 4.0% in the 30 days before

Jun 26·entry $268.35·now $296.25Chased

+10.40%

since Jun 26

AIVL · Weight increase · 2d

UNION PACIFIC CORP's 40.38% Return on Equity provides a strong fundamental signal for WisdomTree's AIVL, highlighting efficient capital use even with a PER of 21.29 and PBR of 7.43 that require careful valuation assessment. The AI within AIVL, designed to discern genuine value from potential traps within its US value universe, likely scored these metrics favorably to justify inclusion. This algorithmic determination culminated in a consecutive weight increase for UNP, reaching 0.2496% by June 23rd, following its rebalance cycle. Such a rebalancing move suggests the AI viewed the stock’s current price of $258.61, situated at 93% of its 52-week high but having seen a modest -1.8% 30-day return, as an attractive entry point following a slight dip.

weight 0.247% → 0.250% (+0.003 pp)·stock down 2.6% in the 30 days before

Jun 23·entry $258.61·now $296.25Chased

+14.55%

since Jun 23

AIVL · Weight decrease · 2d

UNION PACIFIC CORP's PER of 21.14 and PBR of 7.43, combined with 1.87% revenue growth, likely prompted a re-evaluation by AIVL's AI, despite a 40.38% ROE. WisdomTree's AI, operating within a US value-factor pool and distinguishing genuine value from value traps using fundamentals and valuation, may interpret these higher valuation multiples as a less compelling value proposition given the modest revenue expansion. The consecutive weight decrease observed from June 16, 2026, occurred as UNP traded at $256.88, approximately 92% of its 52-week high, and after experiencing recent negative 30-day and 90-day returns. This adjustment, consistent with AIVL's periodic rebalancing, reflects the AI's updated score, suggesting a recalibrated view of UNP's value at this elevated price point.

weight 0.263% → 0.247% (-0.016 pp)·stock down 5.4% in the 30 days before

Jun 18·entry $256.88·now $296.25

+15.33%

since Jun 18

AIVL · Weight decrease · 3d

AIVL's AI, tasked with distinguishing genuine value from value traps within its pre-filtered US value-factor pool, likely reassessed UNION PACIFIC CORP as its valuation metrics stretched. The fund's periodic rebalancing likely triggered the significant reduction from 0.9348% to 0.2598% between mid-May and early June, as UNP's P/B ratio of 7.43, combined with its current price sitting at 96% of its 52-week high, signaled it no longer fit the desired valuation profile for its portfolio of approximately 100 US value stocks. Despite a strong ROE of 40.38%, the AI's scoring, which incorporates valuation metrics alongside fundamentals, would have perceived the stock as less compelling given its comparatively low revenue growth of 1.87% at such a high price point.

weight 0.271% → 0.261% (-0.009 pp)·stock up 1.0% in the 30 days before

Jun 11·entry $268.28·now $296.25

+10.43%

since Jun 11

AIVL · Weight decrease · 2d

Currently trading at $267.03, UNP resides near the upper bound of its 52-week range, reaching 96% of its yearly high after experiencing a 13.5% gain over the last 90 days and a 20.0% increase in the past year. This price trajectory, coupled with a P/E ratio of 21.3 and a P/B of 7.43, likely led AIVL's AI scoring system to reassess UNP's standing within its US value-factor universe, particularly given the AI's mandate to distinguish genuine value from potentially overvalued assets. Despite a 40.38% return on equity, the relatively modest 1.87% revenue growth at these valuation multiples could signal a reduced appeal to an algorithm prioritizing fundamental strength at a favorable price. Consequently, after a notable reduction in early June, the fund continued to slightly decrease its allocation to UNP, as seen in the consecutive weight adjustments from 0.2664% to 0.2653% over 2026-06-08 to 2026-06-10.

weight 0.271% → 0.265% (-0.006 pp)·stock up 1.4% in the 30 days before

Jun 10·entry $267.03·now $296.25

+10.94%

since Jun 10

AIVL · Weight increase · 2d

weight 0.257% → 0.271% (+0.013 pp)·stock up 1.5% in the 30 days before

Jun 5·entry $272.32·now $296.25Drifting

+8.79%

since Jun 5

AIVL · Weight decrease · 2d

weight 0.935% → 0.258% (-0.677 pp)·stock down 0.5% in the 30 days before

Jun 3·entry $262.13·now $296.25

+13.02%

since Jun 3

AIVL · Sudden change · 1d

UNP's PER of 21.72 and PBR of 7.43, alongside 1.87% revenue growth, present a nuanced profile for AIVL, an ETF which AI scores names within a US value-factor pool using fundamentals and valuation metrics. While a 40.38% ROE indicates strong returns on capital, the elevated valuation metrics could signal it is moving beyond the fund's mandate to distinguish genuine value from value traps. The fund's portfolio weight in UNP sharply decreased to 0.2598% on 2026-06-01, following a period where the stock's price reached $264.68, marking 95% of its 52-week high after a 15.3% 90-day return. This substantial rebalancing indicates AIVL's AI likely concluded that UNP's rapid price appreciation had shifted its characteristics outside the optimal value-factor parameters, prompting the allocation adjustment.

weight 0.935% → 0.260% (-0.675 pp)·stock down 2.2% in the 30 days before

Jun 1·entry $263.50·now $296.25

+12.43%

since Jun 1

AIVL · Weight increase · 2d

WisdomTree's AIVL, employing AI to identify genuine value within its pre-filtered US value-factor pool of around 100 stocks, increased its weighting in UNION PACIFIC CORP from 0.8934% to 0.9348% between May 11th and May 15th, 2026. The fund's AI models, which assess fundamentals like return on capital, likely prioritized UNP's 40.38% Return on Equity as a key indicator of underlying quality. This consecutive adjustment during a periodic rebalance suggests that even with the stock trading at $262.64, near 94% of its 52-week high, the AI's methodology determined UNP offered genuine value rather than merely appearing to be a value trap.

weight 0.901% → 0.935% (+0.034 pp)·stock up 7.8% in the 30 days before

May 15·entry $270.56·now $296.25Drifting

+9.50%

since May 15

AIVL · Weight decrease · 3d

The AI ETF likely reduced its UNP weighting due to the company's notably low revenue growth of 1.87% combined with relatively high valuation multiples (PER 21.86, PBR 7.43). This suggests the algorithm perceives UNP as overvalued or having limited upside given its mature industry and stagnant top-line expansion, despite strong ROE. For retail investors, this illustrates that even profitable companies can be deemed less attractive by growth- or value-conscious algorithms if revenue growth is poor and valuation is rich. Therefore, always scrutinize revenue growth alongside profitability and current valuation, rather than focusing solely on a single metric like ROE.

weight 0.911% → 0.893% (-0.018 pp)·stock up 5.1% in the 30 days before

May 11·entry $263.35·now $296.25

+12.49%

since May 11

AIVL · Weight decrease · 2d

The AI ETF likely initiated consecutive weight decreases for UNP due to its stretched valuation, indicated by a high PER and a notably high PBR, which contrasts sharply with its meager 1.87% revenue growth. Retail investors should take away that strong ROE alone does not justify high multiples when top-line growth is stagnant, as the AI likely foresees limited upside or potential overvaluation for a mature industrial stock.

weight 0.911% → 0.902% (-0.010 pp)·stock up 5.4% in the 30 days before

May 8·entry $264.65·now $296.25

+11.94%

since May 8

AIVL · Weight decrease · 5d

The AI-managed ETF likely initiated UNP's consecutive weight decrease because its high valuation multiples (PER 22.06, PBR 7.43) are increasingly difficult to justify given its notably low revenue growth of 1.87%, signaling potential overvaluation despite strong ROE. For retail investors, this action illustrates that AI funds prioritize objective metrics, and a sustained reduction indicates a re-evaluation of a stock's long-term prospects when valuation does not align with growth, urging investors to scrutinize similar discrepancies in their own portfolios.

weight 1.212% → 0.903% (-0.309 pp)·stock up 7.5% in the 30 days before

May 5·entry $264.01·now $296.25

+12.21%

since May 5

AIVL · Weight decrease · 4d

The AI ETF likely reduced UNP's weight due to its high valuation multiples (PER 21.73, PBR 7.43) paired with very modest revenue growth of 1.87%. Despite strong ROE, the AI may be de-risking from a stock perceived as overvalued relative to its future growth prospects. For retail investors, this pattern signals caution: high valuations with low growth, even for profitable companies, can indicate limited upside and prompt systematic selling by sophisticated algorithms.

weight 1.212% → 0.909% (-0.303 pp)·stock up 7.6% in the 30 days before

May 4·entry $263.41·now $296.25

+12.47%

since May 4

AIVL · Weight decrease · 3d

stock up 9.5% in the 30 days before

May 1·entry $266.32·now $296.25

+11.24%

since May 1

AIVL · Weight decrease · 2d

stock up 11.1% in the 30 days before

Apr 30·entry $269.48·now $296.25

+9.93%

since Apr 30

AIEQnow 0.060% of fund2 signals

AIEQ · Weight increase · 2d

UNION PACIFIC CORP (UNP) is presently priced at $268.35, hovering near 96% of its 52-week high after delivering a 20.1% return over the past year, though recent 30-day performance shows a slight dip. Against this backdrop, AIEQ, managed by EquBot and driven by IBM Watson NLP, initiated a consecutive increase in its UNP allocation, moving from 0.31% to 0.33% between June 26th and June 28th. This systematic rebalancing suggests Watson's analysis detected a growing positive fundamental or sentiment signal for UNP, possibly interpreting the recent price consolidation as a buying opportunity given its broad market, fundamentals plus sentiment hybrid style. The fund's daily ranking output likely factored in UNP's strong financial metrics, such as its 40.38% ROE and PBR of 7.43, alongside real-time data from news and social posts to justify the increased exposure at current valuations.

weight 0.310% → 0.330% (+0.020 pp)·stock down 4.0% in the 30 days before

Jun 28·entry $272.70·now $296.25Drifting

+8.64%

since Jun 28

AIEQ · New entry · 1d

weight 0 → 0.310% (new)·stock down 0.8% in the 30 days before

May 30·entry $263.50·now $296.25Chased

+12.43%

since May 30

QRFTno longer held1 signal

QRFT · Exit · 1d

stock down 8.2% in the 30 days before

Apr 2·entry $244.71·now $296.25

+21.06%

since Apr 2

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 Jun 28

AI ETFs AIEQ and AIVL are showing a recent trend of increasing their weight in UNION PACIFIC, indicating a positive sentiment or expectation for future performance. This contrasts with the value-investing framework's 'Fail' verdict, which primarily flags the current rich valuation and lack of a margin of safety despite the company's strong underlying business quality.

Circle of CompetenceThe stable and capital-intensive nature of rail transportation, with its predictable demand for freight services, allows for reasonable projection of unit economics and cash flows over a ten-year horizon.
Economic MoatUnion Pacific possesses a durable economic moat derived from its irreplaceable network infrastructure, significant scale advantages, high switching costs for customers, and substantial regulatory barriers to entry.
ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or specific alignment with shareholder interests.
Financial HealthWhile the current ROE of 40.38% is strong, the limited data prevents a full assessment of ten-year ROE trends, operating margins, the manageability of debt without undue leverage, and consistent owner earnings.
Margin of SafetyThe current valuation metrics, including a PER of 21.29, PBR of 7.43, and EV/EBITDA of 32.2 for a company with modest revenue growth, suggest a rich market price that leaves no discernible margin of safety for investors.

UNION PACIFIC operates a strong, predictable business within a clear circle of competence, protected by an enduring economic moat. However, the current market valuation appears to offer no margin of safety, and a complete assessment of management's capital allocation and comprehensive financial health data was not possible from the provided snapshot. Therefore, despite its inherent quality, the company fails the framework due to its price.

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.