ADX · Adams Diversified Equity Fund, Inc.
Market Cap
$3.23B
Shares
124.93M
Volume · Oct 6
293.77K
Avg daily vol (3M)
275.07K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$26.29
Open$26.00
Day$25.90–26.29
52W close$21.04–26.47
Avg vol 30d250K
Short int1.2M · 1.0% float · 4.4d
Short vol70%
DataJan 2020–Oct 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+14.9%
Trailing year
Short interest
1.0%
Latest settlement · 4.4 days to cover
Equibles Rating
blended score · not investment adviceOverall
Strong Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Strong
Sentiment
Bullish
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 15 · calm
Equity put/call 0.57
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+8%
above
Price vs 50-day avg
+2%
above
RSI (14)
60
neutral
MACD trend
Positive
52-week position
97%
near high
Momentum
relative strength
1-month return
+1%
trailing
6-month return
+10%
trailing
YTD return
+13%
this year
Relative strength
−1%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $26 › 200d $24 — 50d above 200d
Institutional flow
Accumulating
3 of 217 funds reported for Sep 30 · net +581 sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.96% of float · ▼ -3.5% MoM · 4.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
217 holders — near 3-yr high, broad support
Squeeze score
54
elevated · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
15%
annualized · 1-yr
Max drawdown
−11%
past year
ATR
1.1%
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
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+8%
Bullish
Price vs 50-day avg
+2%
Bullish
RSI (14)
60
Neutral
MACD trend
Positive
Bullish
52-week position
97%
Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $26 › 200d $24 — 50d above 200d
Institutional flow
Accumulating
3 of 217 funds reported for Sep 30 · net +581 sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.96% of float · ▼ -3.5% MoM · 4.4 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
217 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $21
Now $26 · 97%
Range high $26
vs 200-day avg +8%
vs 50-day avg +2%
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADX
this stock
Adams Diversified Equity Fund, Inc.
|
$3.23B | +12.7% | — | — | 1.0% |
|
BLK
BlackRock, Inc.
|
$347.03B | +0.8% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -28.9% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -26.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -18.7% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADX | +2.3% | +0.8% | +10.2% | +2.4% | +12.7% |
| SPY | +2.0% | +1.7% | +11.3% | +2.2% | +14.3% |
| vs SPY | +0.3% | -0.9% | -1.1% | +0.3% | -1.5% |