Is Adams Diversified Equity Fund, Inc. (ADX) a Buy, Sell, or Hold?
NYSE : ADX
Adams Diversified Equity Fund, Inc.
$26.22 USD
$0.1 (0.38%)
- Volume
- 279.39K
- Average Volume
- 291.18K
- Market Capitalization
- $3.18B
- P/E Ratio
- 5.40
- Dividend Yield
- 7.28%
- Price Target
- Year High
- $26.49
- Year Low
- $20.91
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $0.00
Company Overview
NYSE
James Phillip Haynie
Asset Management
Financial Services
ADX
30
US
USD
Liquidity Metrics
0.00
0.00
0.00
0.00
0.00
Sales & Valuation
$202.69M
13.16
1.00
0.00
0.00
Profitability
$3.92
$480.65M
248.78%
248.78%
19.03%
18.20%
P/E Metrics
5.40
0.09
0.09
Analyst Price Target & Rating
4/5
0 Analysts
%
Financial Health Scores
130.99
3/9
$24.87M
$3.3B
$14.6M
$623.35M
Key Metrics (TTM)
$3.17B
13.11
5.27
0.00
19.03%
18.20%
18.43%
0.00%
$53.41
2 days
Company Executives
| Name | Title |
|---|---|
| Gregory Buckley | Executive VP, Portfolio Manager & Senior Equity Analyst |
| Steven Gary Chambers | Independent Director |
| James Phillip Haynie | Chief Executive Officer, Senior Portfolio Manager & Director |
| Janis F. Kerns | VP, General Counsel, Corporate Secretary & Chief Compliance Officer |
| Brian S. Hook | CFO & VP |
| Michael E. Rega | Vice President of Research and Senior Equity Analyst |
| Douglas Cotton Swindell | President & Portfolio Manager |
| Jeffrey R. Schollaert | Senior Equity Analyst |
| Christine Sloan | Treasurer & Director of Human Resources |
| David R. Schiminger | Vice President of Research and Senior Equity Analyst |
Poll Results
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About Adams Diversified Equity Fund, Inc. (NYSE:ADX) Stock
Adams Diversified Equity Fund, Inc. (ADX) operates as a publicly traded investment management firm, offering its services to other investment companies. It primarily focuses on the United States' public equity markets, investing in large-capitalization companies across various sectors. The firm employs a comprehensive, bottom-up stock selection process, which combines fundamental, technical, and quantitative analysis. Their investment decisions are heavily influenced by a deep dive into factors such as earnings growth potential, financial health, cash flow generation, broader macroeconomic trends, capital management strategies, market competition, and overall profitability. ADX enhances its proprietary in-house research with external insights to inform its investment choices. To measure it ... s effectiveness, the firm benchmarks the performance of its portfolios against the S&P 500 Index. Founded in Baltimore, Maryland, in 1840, the company was historically known as The Adams Express Company.
Stop Buying Junk: These 2 Quality Income Picks Pay 8% And 10%
2026-08-09 07:30:00
Adams Diversified Equity Fund and Ares Capital Corp. stand out as high-quality income vehicles with strong track records and distinct risk profiles. ADX delivers an 8% annualized distribution from a diversified, actively managed large-cap equity portfolio, mainly funded by capital gains, with total returns beating the S&P 500. ARCC provides a stable 10% yield from private credit, supported by a diversified loan book, low non-accruals, and a 17-year record of stable or growing dividends.
10 Best CEFs This Month: Average Yield Of Near 10% (July 2026)
2026-07-25 08:30:00
The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 10% plus yield and nearly 7.7% NAV discount. Selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations, with a focus on both equity and credit-oriented CEFs. CEFs are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone.
ADX: Your Grandfather's Fund Is Still Beating The Market
2026-07-25 08:00:00
Adams Diversified Equity Fund has delivered exceptional long-term total returns, outperforming SPY since its inception, primarily through consistent distributions. ADX employs a managed distribution policy, paying 8% of NAV annually, ensuring transparency and aligning payouts with NAV performance rather than management discretion. The fund's discount to NAV has narrowed significantly, making current entry less attractive for value-seekers, though ADX remains a robust long-term holding.
Adams Diversified Equity Fund Declares Distribution
2026-07-17 09:00:00
BALTIMORE, July 17, 2026 (GLOBE NEWSWIRE) -- On July 16, 2026, Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared a distribution of $0.50 per share payable August 28, 2026 to shareholders of record on July 27, 2026. The distribution is optionally payable in additional shares of common stock (default) or in cash by specific stockholder election received before 4 p.m. (ET) on August 14, 2026, the valuation date. The issue price for shares will be the lower of the Fund's closing NYSE market price or the Fund's NAV per share on the valuation date, but in no event less than 95% of the NYSE closing market price.
2026-07-16 18:03:15
BALTIMORE, July 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX), one of the nation's oldest and most respected closed-end funds, today announced that Gregory W. Buckley has been elected Executive Vice President and a Portfolio Manager of the Fund.
2026-07-16 18:03:00
BALTIMORE, July 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX), one of the nation's oldest and most respected closed-end funds, today announced that Gregory W. Buckley has been elected Executive Vice President and a Portfolio Manager of the Fund.
Adams Diversified Equity Fund Announces First Half 2026 Performance
2026-07-16 16:57:00
BALTIMORE, July 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund's investment returns for the first half of 2026. The total return on the Fund's net asset value for the first half of 2026 was 10.8%, with dividends and capital gains reinvested. This compared to 10.2% and 9.5% total return for the S&P 500 Index and the Morningstar U.S. Large Blend category, respectively. The total return on the Fund's market price for the period was 13.9%.
ADX: The Discount Is Almost Gone But The Growth Case Isn't
2026-07-12 06:14:32
Adams Diversified Equity Fund remains a buy, offering strong total returns and tax-efficient 2% quarterly NAV-based distributions, appealing to retirees seeking equity growth. ADX's active management focuses on high-quality large-cap equities, especially technology, driving outperformance versus SPY and narrowing its historical NAV discount to just 1.81%. The fund's structure benefits from digital transformation and AI-driven operating efficiencies across sectors but lacks downside protection and remains vulnerable to equity market declines.
Frequently Asked Questions
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What is the current Adams Diversified Equity Fund, Inc. (ADX) stock price?
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Adams Diversified Equity Fund, Inc.(NYSE:ADX) stock price is $26.22 in the last trading session. During the trading session, ADX stock reached the peak price of $26.49 while $20.91 was the lowest point it dropped to. The percentage change in ADX stock occurred in the recent session was 0.38% while the dollar amount for the price change in ADX stock was $0.1.
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ADX's industry and sector of operation?
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The NYSE listed ADX is part of Asset Management industry that operates in the broader Financial Services sector.
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Who are the executives of ADX?
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Gregory Buckley | Executive VP, Portfolio Manager & Senior Equity Analyst
Steven Gary Chambers | Independent Director
James Phillip Haynie | Chief Executive Officer, Senior Portfolio Manager & Director
Janis F. Kerns | VP, General Counsel, Corporate Secretary & Chief Compliance Officer
Brian S. Hook | CFO & VP -
How many employees does ADX have?
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Number of ADX employees currently stands at 30. ADX operates from 500 East Pratt Street, Baltimore, MD 21202, US.
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Link for ADX official website?
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Official Website of ADX is: https://www.adamsfunds.com/funds/diversified-equity
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How do I contact ADX?
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ADX could be contacted at phone #410 752 5900 and can also be accessed through its website. ADX operates from 500 East Pratt Street, Baltimore, MD 21202, US.
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How many shares of ADX are traded daily?
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The average number of ADX shares traded daily for last 3 months was 291.18K.
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What is the market cap of ADX currently?
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The market value of ADX currently stands at $3.18B with its latest stock price at $26.22