Adams Diversified Equity Fund, Inc. (ADX) Research

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 its 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.

Market snapshot

Symbol
ADX
Price
$25.29
Day change
+1.16%
Market cap
$3.1B
P/E ratio
6.45x
52-week range
20.65-25.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Focused Growth Fund (BFGUX)
  • Cornerstone Strategic Value Fund, Inc. (CLM)
  • Calamos Strategic Total Return Fund (CSQ)
  • Fidelity Stock Sector Mid Cap Fund (FSSMX)
  • Guggenheim Strategic Opportunities Fund (GOF)
  • Janus Henderson Small Cap Value Fund (JCSCX)
  • Nuveen Preferred & Income Opportunities Fund (JPC)
  • PIMCO Corporate & Income Opportunity Fund (PTY)

Recent insider activity

  • CHAMBERS STEVEN G — trade (0 shares) on 2026-02-12
  • Dale Kenneth James — trade (0 shares) on 2025-12-31
  • Stoeckle Mark E. — trade (0 shares) on 2025-12-31
  • Nelson Jane Musser — trade (0 shares) on 2025-12-31
  • Escherich Frederic A — trade (0 shares) on 2025-12-31

Open Adams Diversified Equity Fund, Inc. (ADX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.