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 / Sales56.17
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 Fund (NYSE:ADX) Frequently Asked Questions
What is Adams Diversified Equity Fund's stock symbol?
Adams Diversified Equity Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "ADX."
How often does Adams Diversified Equity Fund pay dividends? What is the dividend yield for Adams Diversified Equity Fund?
Adams Diversified Equity Fund declared 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 1.28%. The ex-dividend date is Thursday, May 17th. View Adams Diversified Equity Fund's Dividend History.
Who are some of Adams Diversified Equity Fund's key competitors?
Some companies that are related to Adams Diversified Equity Fund include DNP Select Income Fund Inc. Common Stock (DNP), Nuveen Municipal Value Fund (NUV), Tri-Continental (TY), Gabelli Equity Trust (GAB), PIMCO Corporate&Income Opportunity Fund (PTY), Royce Value Trust (RVT), Tortoise Energy Infrastructure (TYG), Liberty All-Star Equity Fund (USA), Apollo Investment (AINV), Hercules Capital (HTGC), Boulder Growth & Income Fund Inc common stock (BIF), PIMCO High Income Fund (PHK), AllianceBernstein Global Hgh Incm Fd (AWF), General American Investors (GAM) and Tekla Healthcare Investors (HQH).
Who are Adams Diversified Equity Fund's key executives?
Adams Diversified Equity Fund'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 Fund been receiving favorable news coverage?
News coverage about ADX stock has trended somewhat positive recently, Accern Sentiment Analysis reports. The research firm identifies positive and negative media coverage by monitoring more than 20 million blog and news sources in real time. Accern ranks coverage of companies on a scale of negative one to positive one, with scores closest to one being the most favorable. Adams Diversified Equity Fund earned a news impact score of 0.04 on Accern's scale. They also assigned news stories about the closed-end fund an impact score of 46.99 out of 100, meaning that recent media coverage is somewhat unlikely to have an impact on the stock's share price in the next few days.
Who are Adams Diversified Equity Fund's major shareholders?
Adams Diversified Equity Fund's stock is owned by a variety of of retail and institutional investors. Top institutional shareholders 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 Fund stock include Craig R Smith, 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 Fund.
Which major investors are selling Adams Diversified Equity Fund 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 Fund company stock in the last year include Craig R Smith, Douglas Cotton Swindell and Randall Abramson. View Insider Buying and Selling for Adams Diversified Equity Fund.
Which major investors are buying Adams Diversified Equity Fund 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 Fund 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 Fund.
How do I buy shares of Adams Diversified Equity Fund?
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 Fund's stock price today?
One share of ADX stock can currently be purchased for approximately $15.62.
How big of a company is Adams Diversified Equity Fund?
Adams Diversified Equity Fund has a market capitalization of $1.59 billion and generates $28.27 million in revenue each year.
How can I contact Adams Diversified Equity Fund?
Adams Diversified Equity Fund'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 Fund (ADX)
MarketBeat's community ratings are surveys of what our community members think about Adams Diversified Equity Fund 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.
