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ADX

Adams Diversified Equity Fund, Inc.
$26.11 +0.19 (+0.73%) At close · Jul 10
Market Cap
$3.20B
Shares
122,523,888

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$26.11 Open$25.92 Day$25.60–26.17 52W$20.25–26.17 Avg vol 30d272K Short int1.0M · 0.9% float · 3.8d Short vol41% DataJan 2020–Jul 2026
Up next
FQ3-26 quarter ends
~Sep 30, 2026 Est
Equibles Rating blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15 · calm Equity put/call 0.55
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +11%
above
Price vs 50-day avg +4%
above
RSI (14) 66
neutral
MACD trend Positive
52-week position 99%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +7%
trailing
6-month return +15%
trailing
YTD return +14%
this year
Relative strength +6%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $25 › 200d $23 — 50d above 200d
Institutional flow Distributing
13 of 202 funds reported for Jun 30 · net -12.6K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.85% of float · ▲ +2.1% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
202 holders — near 3-yr high, broad support
Squeeze score 57
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 14%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+11% Bullish
Price vs 50-day avg
+4% Bullish
RSI (14)
66 Neutral
MACD trend
Positive Bullish
52-week position
99% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $25 › 200d $23 — 50d above 200d
Institutional flow Distributing
13 of 202 funds reported for Jun 30 · net -12.6K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.85% of float · ▲ +2.1% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
202 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $20 Now $26 · 99% 52-wk high $26
vs 200-day avg +11% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ADX
Adams Diversified Equity Fund, Inc.
this stock
$3.20B +14.2% 0.9%
BLK
BlackRock, Inc.
$337.44B -2.7% +16.2% 26.1 0.6%
BN
BROOKFIELD Corp /ON/
$97.68B -4.4% 0.7%
BX
Blackstone Inc.
$91.44B -19.2% +9.2% 31.6 3.1%
KKR
KKR & Co. Inc.
$87.04B -23.8% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
203
% held
17.0%
Reported
13 of 202
Top holder
LAZARD ASSET MANAGEMENT L…
Held Float
View
Held by Funds
Fund positions
1
View
Short & Settlement
Short Interest Rising
Shares short
1.0M
Days to cover
3.8d
Change
+21.5K sh
View
Short Volume
Short vol %
41%
As of
Jul 10, 2026
Short Total
View
Fails to Deliver
FTD shares
4
Value
$102
As of
Jun 4, 2026
View
Off-Exchange
Off-exchange %
88.2%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Feb 18, 2026
This year
1
View
Proposed Sales
Value
$589.1K
Shares
27.0K
Filed
Oct 22, 2024
View

Performance

5D 20D 120D MTD YTD
ADX +2.0% +7.5% +15.3% +2.2% +14.2%
SPY +1.4% +4.1% +9.1% +1.1% +10.7%
vs SPY +0.7% +3.4% +6.2% +1.1% +3.5%

Capital returns

Latest dividend
$0.48 / share · ex Apr 27, 2026
Raised 2.1%
Paid (TTM)
$1.87 / share · 4 payouts
Dividend yield (TTM, derived)
7.16%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 2230 CUSIP 006212104 13F (30d) 13 filings 13 filers Visit website