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About Adams Diversified Equity (NYSE:ADX)
Adams Diversified Equity Fund, Inc. is a self-managed investment trust. 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 and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, valuation, capital allocation, return on capital, defendable market position, market competition, macroeconomic backdrop, profitability, mileposts and catalysts, and "point in cycle" identification to make its investments. 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.
Industry, Sector and Symbol
Industry Investment offices, not elsewhere classified
Sub-IndustryN/A
SectorFinance
SymbolNYSE:ADX
CUSIPN/A
Phone800-638-2479
Debt
Debt-to-Equity RatioN/A
Current RatioN/A
Quick RatioN/A
Price-To-Earnings
Trailing P/E RatioN/A
Forward P/E RatioN/A
P/E GrowthN/A
Sales & Book Value
Annual Sales$28.27 million
Price / Sales54.88
Cash FlowN/A
Price / CashN/A
Book ValueN/A
Price / BookN/A
Profitability
EPS (Most Recent Fiscal Year)N/A
Net IncomeN/A
Net MarginsN/A
Return on EquityN/A
Return on AssetsN/A
Miscellaneous
EmployeesN/A
Outstanding Shares101,660,000
Adams Diversified Equity (NYSE:ADX) Frequently Asked Questions
What is Adams Diversified Equity's stock symbol?
Adams Diversified Equity trades on the New York Stock Exchange (NYSE) under the ticker symbol "ADX."
How often does Adams Diversified Equity pay dividends? What is the dividend yield for Adams Diversified Equity?
Adams Diversified Equity announced a quarterly dividend on Friday, April 20th. Shareholders of record on Friday, May 18th will be given a dividend of $0.05 per share on Friday, June 1st. This represents a $0.20 annualized dividend and a yield of 1.31%. The ex-dividend date is Thursday, May 17th. View Adams Diversified Equity's Dividend History.
Who are some of Adams Diversified Equity's key competitors?
Some companies that are related to Adams Diversified Equity include DNP Select Income Fund (DNP), Nuveen Municipal Value Fund (NUV), Tri Continental (TY), Gabelli Equity Trust (GAB), PIMCO Cor & Inc Opp Fds (PTY), Tortoise Energy Infrastructure (TYG), Royce Value Trust (RVT), Apollo Investment (AINV), Liberty All-Star Equity Fund (USA), Boulder Growth & Income Fund Inc common stock (BIF), Hercules Technology Growth Capital (HTGC), PIMCO High Income Fund (PHK), Alliance World Dollar Government Fund II (AWF), Solar Capital (SLRC) and General American Investors (GAM).
Who are Adams Diversified Equity's key executives?
Adams Diversified Equity's management team includes the folowing people:
- Mr. Mark E. Stoeckle, Chief Exec. Officer, Pres and Director (Age 61)
- Mr. Douglas Cotton Swindell CFA, Exec. VP, Portfolio Mang. and Sr. Equity Analyst (Age 54)
- Mr. James P. Haynie CFA, Exec. VP and Sr. Portfolio Mang. (Age 55)
- Mr. Brian S. Hook CFA, CPA, Chief Financial Officer, VP and Treasurer (Age 48)
- Mr. Lawrence L. Hooper Jr., Chief Compliance Officer, VP, Gen. Counsel & Sec. (Age 65)
Has Adams Diversified Equity been receiving favorable news coverage?
Media coverage about ADX stock has been trending somewhat positive this week, Accern Sentiment Analysis reports. The research group identifies positive and negative media coverage by reviewing more than 20 million blog and news sources in real-time. Accern ranks coverage of public companies on a scale of negative one to one, with scores closest to one being the most favorable. Adams Diversified Equity earned a news sentiment score of 0.02 on Accern's scale. They also gave media coverage about the closed-end fund an impact score of 47.43 out of 100, indicating that recent media coverage is somewhat unlikely to have an impact on the company's share price in the next several days.
Who are Adams Diversified Equity's major shareholders?
Adams Diversified Equity's stock is owned by a variety of of retail and institutional investors. Top institutional investors include 1607 Capital Partners LLC (1.61%), Blue Bell Private Wealth Management LLC (1.27%), Dubuque Bank & Trust Co. (0.58%), Thomas J. Herzfeld Advisors Inc. (0.49%), Shaker Financial Services LLC (0.47%) and Royal Bank of Canada (0.38%). Company insiders that own Adams Diversified Equity stock include Douglas Cotton Swindell, Frederic A Escherich, James P Haynie, Lauriann C Kloppenburg, Mark E Stoeckle and Randall Abramson. View Institutional Ownership Trends for Adams Diversified Equity.
Which major investors are selling Adams Diversified Equity stock?
ADX stock was sold by a variety of institutional investors in the last quarter, including Landscape Capital Management L.L.C., Stifel Financial Corp, Brinker Capital Inc., Commonwealth Equity Services LLC, Millennium Management LLC, RMB Capital Management LLC, Thomas J. Herzfeld Advisors Inc. and Dubuque Bank & Trust Co.. Company insiders that have sold Adams Diversified Equity company stock in the last year include Douglas Cotton Swindell and Randall Abramson. View Insider Buying and Selling for Adams Diversified Equity.
Which major investors are buying Adams Diversified Equity stock?
ADX stock was acquired by a variety of institutional investors in the last quarter, including Shaker Financial Services LLC, 1607 Capital Partners LLC, Lara May & Associates LLC, Ancora Advisors LLC, Blue Bell Private Wealth Management LLC, UBS Group AG, 6 Meridian and Wells Fargo & Company MN. Company insiders that have bought Adams Diversified Equity stock in the last two years include Frederic A Escherich, James P Haynie, Lauriann C Kloppenburg and Mark E Stoeckle. View Insider Buying and Selling for Adams Diversified Equity.
How do I buy shares of Adams Diversified Equity?
Shares of ADX can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Adams Diversified Equity's stock price today?
One share of ADX stock can currently be purchased for approximately $15.26.
How big of a company is Adams Diversified Equity?
Adams Diversified Equity has a market capitalization of $1.56 billion and generates $28.27 million in revenue each year.
How can I contact Adams Diversified Equity?
Adams Diversified Equity's mailing address is SEVEN ST PAUL STREET SUITE 1140, BALTIMORE MD, 21202. The closed-end fund can be reached via phone at 800-638-2479.
MarketBeat Community Rating for Adams Diversified Equity (ADX)
MarketBeat's community ratings are surveys of what our community members think about Adams Diversified Equity and other stocks. Vote "Outperform" if you believe ADX will outperform the S&P 500 over the long term. Vote "Underperform" if you believe ADX will underperform the S&P 500 over the long term. You may vote once every thirty days.
Adams Diversified Equity (NYSE:ADX) Analyst Ratings History
| Date | Brokerage | Action | Rating | Price Target | Impact on Share Price | Details |
|---|
(Data available from 5/26/2016 forward)
Adams Diversified Equity (NYSE:ADX) Dividend Information
Adams Diversified Equity pays an annual dividend of $0.22 per share, with a dividend yield of 1.44%. ADX's next quarterly dividend payment will be made on Friday, June 1.
| Next Dividend: | 6/1/2018 |
| Annual Dividend: | $0.22 |
| Dividend Yield: | 1.44% |
| Dividend Growth: | 5.40% (3 Year Average) |
| Payout Ratio(s): | N/A |
| Frequency: | Quarterly Dividend |
Adams Diversified Equity (NYSE:ADX) Dividend History by Quarter
| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 4/20/2018 | quarterly | $0.05 | 1.34% | 5/17/2018 | 5/18/2018 | 6/1/2018 |
| 1/19/2018 | quarterly | $0.05 | 1.27% | 2/15/2018 | 2/16/2018 | 3/1/2018 |
| 11/10/2017 | special | $0.06 | 2.03% | 11/21/2017 | 11/22/2017 | 12/22/2017 |
| 7/14/2017 | quarterly | $0.05 | 1.37% | 8/9/2017 | 8/11/2017 | 9/1/2017 |
| 4/24/2017 | quarterly | $0.05 | 1.44% | 5/10/2017 | 5/12/2017 | 6/1/2017 |
| 1/13/2017 | quarterly | $0.05 | 1.54% | 2/8/2017 | 2/10/2017 | 3/1/2017 |
| 7/10/2015 | quarterly | $0.05 | 1.43% | 8/10/2015 | 8/12/2015 | 9/1/2015 |
| 4/17/2015 | quarterly | $0.05 | 1.42% | 5/11/2015 | 5/13/2015 | 6/1/2015 |
| 1/9/2015 | quarterly | $0.03 | 0.88% | 2/10/2015 | 2/12/2015 | 3/2/2015 |
| 11/17/2014 | quarterly | $0.08 | 2.19% | 11/20/2014 | 11/24/2014 | 12/29/2014 |
| 7/11/2014 | quarterly | $0.05 | 1.45% | 8/8/2014 | 8/12/2014 | 9/2/2014 |
| 4/11/2014 | quarterly | $0.05 | 1.58% | 5/12/2014 | 5/14/2014 | 6/2/2014 |
| 1/10/2014 | special | $0.02 | 0.31% | 2/12/2014 | 2/14/2014 | 3/3/2014 |
| 1/9/2014 | quarterly | $0.05 | 0.31% | 2/12/2014 | 2/14/2014 | 3/3/2014 |
(Data available from 1/1/2013 forward)
Adams Diversified Equity (NYSE ADX) Insider Trading and Institutional Ownership History
Insider Ownership Percentage: 0.19%
Institutional Ownership Percentage: 16.79%
Adams Diversified Equity (NYSE ADX) Insider Trading History
| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Shares Held After Transaction | Details |
|---|
| 1/31/2018 | Randall Abramson | Insider | Sell | 348,838 | $0.02 | $6,976.76 | | |
| 1/29/2018 | Randall Abramson | Insider | Sell | 170,182 | $0.03 | $5,105.46 | | |
| 1/26/2018 | Randall Abramson | Insider | Sell | 1,042,984 | $0.02 | $20,859.68 | | |
| 1/23/2018 | Frederic A Escherich | Director | Buy | 1,000 | $15.90 | $15,900.00 | 40,347 |  |
| 1/19/2018 | Randall Abramson | Insider | Sell | 29,658 | $0.02 | $593.16 | | |
| 10/18/2017 | Douglas Cotton Swindell | VP | Sell | 2,494 | $15.46 | $38,557.24 | 3,814 | |
| 10/18/2017 | Lauriann C Kloppenburg | Director | Buy | 5,300 | $15.50 | $82,150.00 | 5,300 | |
| 4/27/2017 | Mark E Stoeckle | CEO | Buy | 23,000 | $14.04 | $322,920.00 | 35,491 | |
| 1/27/2017 | James P Haynie | VP | Buy | 10,900 | $13.20 | $143,880.00 | 62,659 | |
| 10/27/2016 | Mark E Stoeckle | CEO | Sell | 21,110 | $12.91 | $272,530.10 | 23,090 | |
| 10/20/2016 | James P Haynie | VP | Buy | 13,500 | $12.99 | $175,365.00 | 47,424 | |
| 7/27/2016 | James P Haynie | VP | Sell | 13,500 | $13.04 | $176,040.00 | 50,617 | |
| 4/29/2016 | Douglas Cotton Swindell | VP | Sell | 2,000 | $12.64 | $25,280.00 | 7,699 | |
| 1/20/2016 | Frederic A Escherich | Director | Buy | 1,000 | $11.24 | $11,240.00 | 32,244 | |
| 10/13/2015 | Roger W Gale | Director | Buy | 4,155 | $13.24 | $55,012.20 | 17,227 | |
| 7/24/2015 | Frederic A Escherich | Director | Buy | 1,000 | $14.01 | $14,010.00 | | |
| 4/22/2015 | Frederic A Escherich | Director | Buy | 2,000 | $14.13 | $28,260.00 | | |
| 1/14/2015 | Frederic A Escherich | Director | Buy | 1,000 | $13.37 | $13,370.00 | | |
| 1/12/2015 | Frederic A Escherich | Director | Buy | 3,000 | $13.54 | $40,620.00 | | |
| 4/22/2014 | Lawrence L Hooper Jr | VP | Sell | 1,900 | $13.05 | $24,795.00 | | |
| 4/21/2014 | Frederic A Escherich | Director | Buy | 1,200 | $12.95 | $15,540.00 | | |
| 4/17/2014 | Mark E Stoeckle | CEO | Buy | 2,172 | $13.02 | $28,279.44 | | |
| 10/22/2013 | James P Haynie | President | Buy | 6,800 | $12.93 | $87,924.00 | | |
(Data available from 1/1/2013 forward)
Adams Diversified Equity (NYSE ADX) News Headlines
| Source: |
|
| Date | Headline |
|---|
 | Walmart's $16 Billion Flipkart Buy Is Part of a Global Strategy. Here's What Could Happen Next
fortune.com - May 10 at 9:30 AM |
 | Adams Diversified Equity (ADX) Scheduled to Post Quarterly Earnings on Friday
www.americanbankingnews.com - April 20 at 8:16 PM |
| Adams Diversified Equity (ADX) Plans Quarterly Dividend of $0.05
www.americanbankingnews.com - April 20 at 5:18 PM |
| Zuckerman Investment Group LLC Sells 16,355 Shares of Adams Diversified Equity Fund Inc (ADX)
www.americanbankingnews.com - March 5 at 2:25 PM |
| Landscape Capital Management L.L.C. Purchases 30,149 Shares of Adams Diversified Equity Fund Inc (ADX)
www.americanbankingnews.com - March 4 at 2:29 PM |
| Lazard Asset Management LLC Has $38.57 Million Stake in Adams Diversified Equity Fund Inc (ADX)
www.americanbankingnews.com - March 4 at 1:25 PM |
| Raymond James Financial Services Advisors Inc. Lowers Stake in Adams Diversified Equity Fund Inc (ADX)
www.americanbankingnews.com - March 2 at 9:56 AM |
 | Adams Diversified Equity Fund's (ADX) CEO Mark Stoeckle on Q4 2017 Results - Earnings Call Transcript - Seeking Alpha
seekingalpha.com - February 2 at 4:27 PM |
| Insider Selling: Adams Diversified Equity Fund Inc (ADX) Insider Sells 1,042,984 Shares of Stock
www.americanbankingnews.com - January 26 at 10:04 PM |
| Insider Buying: Adams Diversified Equity Fund Inc (ADX) Director Purchases 1,000 Shares of Stock
www.americanbankingnews.com - January 23 at 3:46 PM |
 | Lawrence Hooper Announces Retirement Plan and Janis Kerns ... - PR Newswire (press release)
www.prnewswire.com - January 23 at 8:08 AM |
| Adams Diversified Equity Fund Inc (ADX) Plans $0.05 Quarterly Dividend
www.americanbankingnews.com - January 19 at 6:38 PM |
| Adams Diversified Equity Fund, Inc. Declares Distribution - PR Newswire (press release)
www.prnewswire.com - January 19 at 8:04 AM |
 | Adams Natural Resources Fund Announces 2017 Performance
finance.yahoo.com - January 18 at 7:16 PM |
| Adams Diversified Equity Fund Announces 2017 Performance And January 31 Conference Call
finance.yahoo.com - January 18 at 7:16 PM |
| Adams Natural Resources Fund, Inc. Declares Distribution
finance.yahoo.com - January 18 at 7:16 PM |
| Adams Diversified Equity Fund, Inc. Declares Distribution
finance.yahoo.com - January 18 at 7:16 PM |
| Adams Diversified Equity Fund goes ex-dividend tomorrow
seekingalpha.com - November 20 at 5:03 PM |
 | Cash Dividend On The Way From Adams Diversified Equity Fund (ADX)
www.thestreet.com - November 17 at 10:58 AM |
| Closed-End Fund Selloff Begins: CEF Weekly Update - Seeking Alpha
seekingalpha.com - November 13 at 8:11 AM |
| Adams Diversified Equity Fund, Inc. (ADX) Raises Dividend to $0.06 Per Share
www.americanbankingnews.com - November 10 at 5:30 PM |
| Adams Diversified Equity Fund Declares Year-End Distribution; Exceeds Its Annual 6% Minimum Distribution Rate ... - PR Newswire (press release)
www.prnewswire.com - November 10 at 8:05 AM |
| Adams Natural Resources Fund Declares Year-End Distribution; Exceeds Its Annual 6% Minimum Distribution Rate Commitment
finance.yahoo.com - November 9 at 9:36 PM |
 | Insiders Seeing Green With ADX At New 52-Week High
www.nasdaq.com - October 20 at 3:43 PM |
| Adams Diversified Equity Fund, Inc. (ADX) VP Douglas Cotton Swindell Sells 2,494 Shares
www.americanbankingnews.com - October 19 at 10:40 AM |
| Adams Diversified Equity Fund, Inc. (ADX) Director Lauriann C. Kloppenburg Acquires 5,300 Shares
www.americanbankingnews.com - October 19 at 10:40 AM |
| Adams Diversified Equity Fund Reports Nine-Month Results - PR Newswire (press release)
www.prnewswire.com - October 13 at 3:27 PM |
| Adams Diversified Equity Fund Reports Nine-Month Results
finance.yahoo.com - October 12 at 9:13 PM |
| Lauriann Kloppenburg Joins the Boards of Directors of Adams Diversified Equity ...
www.prnewswire.com - October 12 at 4:13 PM |
| Lauriann Kloppenburg Joins the Boards of Directors of Adams Diversified Equity Fund and Adams Natural Resources Fund
finance.yahoo.com - October 12 at 4:13 PM |
| Adams Funds To Speak At Closed-End Fund Association Advisor Summit
finance.yahoo.com - September 8 at 3:54 PM |
| Adams Diversified Equity Fund's (ADX) CEO Mark Stoeckle on Q2 2017 Results - Earnings Call Transcript
seekingalpha.com - August 17 at 4:43 PM |
| Adams Diversified Equity Fund First Half 2017 Conference Call Details
finance.yahoo.com - August 10 at 5:00 PM |
| Ex-Div Reminder for Adams Diversified Equity Fund (ADX)
www.nasdaq.com - August 7 at 9:32 PM |
| A Solid CEF Yielding 6.7%, 15% Discount To NAV, And A Large Year-End 'Special Dividend'
seekingalpha.com - August 1 at 9:22 PM |
| Adams Diversified Equity Fund, Inc. to Issue Quarterly Dividend of $0.05 (ADX)
www.americanbankingnews.com - July 14 at 4:34 PM |
| Adams Diversified Equity Fund Announces First Half Performance, Declares Distribution And Schedules Conference Call
finance.yahoo.com - July 13 at 9:17 PM |
| Adams Natural Resources Fund Announces First Half Performance And Declares Distribution
finance.yahoo.com - July 13 at 9:17 PM |
| Under Armour is Baltimore's worst-performing stock of the first half, while Laureate leads
finance.yahoo.com - July 12 at 3:51 PM |
| ADX: A Solid Closed-End Fund With Low Expenses And A 15% Discount
seekingalpha.com - June 9 at 8:28 PM |
| Adams Diversified Equity: Low Expense Ratio With A 15% Discount
seekingalpha.com - May 15 at 8:05 AM |
| Closed-End Fund Complacency? CEF Weekly Update
seekingalpha.com - May 8 at 11:23 AM |
| Friday 4/28 Insider Buying Report: ADX, WTFC
www.nasdaq.com - April 28 at 3:49 PM |
| Saba Capital's New ETF Of Closed-End Funds
seekingalpha.com - March 30 at 3:44 PM |
 | Form NSAR-B ADAMS DIVERSIFIED EQUITY For: Dec 31
www.streetinsider.com - February 24 at 8:19 PM |
| Adams Diversified Equity Fund, Inc. (ADX) Ex-Dividend Date Scheduled for ...
www.nasdaq.com - February 8 at 1:37 AM |
| Form 5 ADAMS DIVERSIFIED EQUITY For: Dec 31 Filed by: Prue Nancy J F
www.streetinsider.com - February 4 at 3:25 PM |
| Adams Express Company's (ADX) CEO Mark Stoeckle on 2016 Annual Conference Call - Earnings Call Transcript
seekingalpha.com - January 27 at 1:38 AM |
 | Closed-End Fund Ratings: U.S. Stock
www.forbes.com - September 30 at 3:48 PM |
 | Baltimore-area stocks take a beating amid continued market turbulence
www.bizjournals.com - January 20 at 3:01 PM |
Adams Diversified Equity (NYSE:ADX) SEC Filings
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Adams Diversified Equity (NYSE:ADX) Income Statement, Balance Sheet and Cash Flow Statement
Adams Diversified Equity (NYSE ADX) Stock Chart for Saturday, May, 26, 2018
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