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DisclosuresTermsPrivacy

Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. EDGAR/calls is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

EEDGAR/calls
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Home›Stocks›ADX

ADX

ADAMS DIVERSIFIED EQUITY FUND, INC.

Next earnings Jul 15, 2026

Sell
$25.06
▲ +1.21%
$25.06▲ +29.79%
over 1Y
L $19.31EODHDH $25.62
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+1.2%
1W+0.2%
1M-0.3%
3M+19.9%
YTD+12.2%
1Y+29.8%
OverviewValuationQualityTimelineFilings
Rating
Sell
Quality
—
Valuation
Fair value
Filings
Watch
Sell
Conviction
Horizon
Medium (3–12mo)

Mixed signals in the latest filings.

ADAMS DIVERSIFIED EQUITY FUND, INC. shows limited reported revenue.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. DEF 14A Proxy statement2026-02-18
  2. DEF 14A Proxy statement2025-02-19
  3. SC 13D/A Activist / 5%+ stake change2024-11-25
  4. SC 13D/A Activist / 5%+ stake change2024-08-07
  5. 8-K/A Amended 8-K2024-06-07
  6. 8-K Charter / bylaws change2024-06-06
  7. SC 13D/A Activist / 5%+ stake change2024-05-15
  8. SC 13D/A Activist / 5%+ stake change2024-02-09
  9. DEF 14A Proxy statement2024-02-05

Recent filings

all on EDGAR ↗
NPORT-PPeriod ending 2026-03-312026-04-30open ↗N-30B-2Period ending 2026-03-312026-04-22open ↗13F-HRPeriod ending 2026-03-312026-04-22open ↗40-17GFiling2026-04-14open ↗N-CENPeriod ending 2025-12-312026-03-11open ↗NPORT-PPeriod ending 2025-12-312026-02-25open ↗N-CSRPeriod ending 2025-12-312026-02-20open ↗3Period ending 2026-02-122026-02-20open ↗DEF 14APeriod ending 2026-04-162026-02-18open ↗13F-HRPeriod ending 2025-12-312026-02-13open ↗5Period ending 2025-12-312026-02-11open ↗5Period ending 2025-12-312026-02-11open ↗

Quality score

—
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
Momentum—
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) a buy?
ADX currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.

Sources: SEC EDGAR (CIK 0000002230, latest NPORT-P filed 2026-04-30) · EODHD · as of 6/28/2026, 1:42:36 AM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-02-02
Kerns Janis F.
Gen. Counsel & Corp. Secretary
Buy7.00 @ $23.30$163.10
2026-01-30
Kerns Janis F.
Gen. Counsel & Corp. Secretary
Buy107.00 @ $23.24$2.49K
2026-01-30
Kerns Janis F.
Gen. Counsel & Corp. Secretary
Buy107.00 @ $23.23$2.49K
2026-01-30
Kerns Janis F.
Gen. Counsel & Corp. Secretary
Buy100.00 @ $23.23$2.32K
2024-10-31
Nelson Jane Musser
Director
Buy1.16K @ $21.69$25.0K
2024-10-28
Escherich Frederic A
Director
Sell9.50K @ $21.93$208K
2024-10-25
Escherich Frederic A
Director
Sell4.83K @ $21.90$106K
2024-10-24
Escherich Frederic A
Director
Sell11.1K @ $21.65$241K
2023-01-27
JAMMET MARY CHRIS
Director
Buy1.94K @ $15.46$30.0K
2023-01-27
Nelson Jane Musser
Director
Buy3.58K @ $15.41$55.2K
2023-01-05
MCGAHRAN KATHLEEN T
Director
Award865.00 @ $14.46$12.5K
2023-01-03
MCGAHRAN KATHLEEN T
Director
Award709.00 @ $14.55$10.3K

Dividends

Quarterly
Yield (TTM)
7.5%
Annual / share
$1.87
Last ex-date
2026-04-27
Last amount
$0.48
ex 2026-04-27paid 2026-05-29$0.48
ex 2026-01-26paid 2026-02-27$0.47
ex 2025-11-21paid 2025-12-23$0.46
ex 2025-07-28paid 2025-08-28$0.46
ex 2025-04-28paid 2025-05-30$0.46
ex 2025-01-27paid 2025-02-28$0.47

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Recent news

market news →
Top Dividend Stocks To Consider In June 2026Bullish
finance.yahoo.com· 2026-06-03
Hundreds of ETFs Hit 52-Week Highs This Week. Here Are 3 Worth Owning Long Term.Bullish
finance.yahoo.com· 2026-05-27
The Closed-End Fund Portfolio That Quietly Pays a 71-Year-Old $61,000 a Year on $850,000 and Trades at a Persistent DiscountBullish
finance.yahoo.com· 2026-05-23
This $2.9 billion fund has paid distributions for 26 straight yearsBullish
finance.yahoo.com· 2026-05-09
Top Dividend Stocks To Watch In May 2026Bullish
finance.yahoo.com· 2026-05-05
Does Adams Diversified Equity Fund’s Flexible Stock-or-Cash Payout Reveal a Deeper Capital Strategy for ADX?Bullish
finance.yahoo.com· 2026-04-18

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score— vs 67
Revenue growth— vs 7.1%
Net margin— vs 10.5%
Return on equity— vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 5d
Bullish
+0.18
vs typical · 5 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.