Adams Diversified Equity Fund, Inc. (ADX)

US — Financial Services Sector
Peers: TY  STEW  PMO  NDP  USA  BSTZ  AIO  RVT  ETO  GAM  MYI  PEO  VKI  RMT  HQH  NIE  RQI  RNP  MYD  CXH  CBH 

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Key Metrics & Ratings

  • symbol ADX
  • Rev/Share 0.3112
  • Book/Share 23.9614
  • PB 0.8493
  • Debt/Equity 0.0
  • CurrentRatio 0.3375
  • ROIC 0.0072

 

  • MktCap 2418862050.0
  • FreeCF/Share 0.0
  • PFCF 0.0
  • PE 4.1146
  • Debt/Assets 0.0
  • DivYield 0.1636
  • ROE 0.1962

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 4
  • DCF Score 2
  • P/B Score 3
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
No ratings available.

News

Adams Diversified Equity Fund Declares Distribution
ADX, PEO
Published: April 21, 2025 by: GlobeNewsWire
Sentiment: Neutral

BALTIMORE, April 21, 2025 (GLOBE NEWSWIRE) -- On April 17, 2025, Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared a distribution of $0.46 per share payable May 30, 2025 to shareholders of record on April 28, 2025. The distribution is optionally payable in additional shares of common stock (default) or in cash by specific stockholder election received before 4 p.m.

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image for news Adams Diversified Equity Fund Declares Distribution
ADX: Tech Tilt Exposure With Telling Income And Limited Price Volatility
ADX
Published: March 26, 2025 by: Seeking Alpha
Sentiment: Neutral

Adams Diversified Equity Fund offers large cap and tech stock exposure with an 8% of NAV annual distribution yield, combining capital appreciation with consistent income for investors. The fund's diversified, yet tech tilted portfolio includes notable holdings, including Apple, Microsoft, and NVIDIA, while also covering financial, consumer, health care, and communication sectors. ADX displayed a superior 10-year Sharpe Ratio and less volatility compared to SPY, though it may be more sensitive in tail risk events.

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image for news ADX: Tech Tilt Exposure With Telling Income And Limited Price Volatility
2 Must-Have Income Picks In Wealth Accumulation Phase
ADX, ET
Published: March 03, 2025 by: Seeking Alpha
Sentiment: Positive

Income-oriented investors, who are in a wealth accumulation phase or simply want to maximize the growth factor, usually face a dilemma. The dilemma is between tangible yield and growth. Usually, it is either or. Either you lock in a high yield with limited growth, or vice versa.

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image for news 2 Must-Have Income Picks In Wealth Accumulation Phase
ADX: A Story Of High Yields And Outperformance
ADX
Published: February 11, 2025 by: Seeking Alpha
Sentiment: Positive

Adams Diversified Equity Fund boasts a high yield of 9% and has outperformed the S&P 500 over multiple timeframes, making it a strong income-focused investment. ADX's managed distribution policy ensures at least 8% annual distribution, with recent years seeing double-digit yields, primarily funded through long-term capital gains. The fund's concentrated holdings in large-cap stocks, including the Magnificent Seven, pose both significant upside potential and concentration risk.

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image for news ADX: A Story Of High Yields And Outperformance

About Adams Diversified Equity Fund, Inc. (ADX)

  • IPO Date 1980-03-17
  • Website https://www.adamsfunds.com/funds/diversified-equity
  • Industry Asset Management
  • CEO Mr. James Phillip Haynie C.F.A.
  • Employees 30

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. It obtains external research to complement its in-house research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index. It was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.