The Technical Analyst
Adams Diversified Equity [ADX]
Exchange: NYSE Sector: Financial Services Industry: Asset Management
Adams Diversified Equity Price, Forecast, Insider, Ratings, Fundamentals & Signals
0.15% $19.55
America/New_York / 8 mai 2024 @ 16:00
| FUNDAMENTALS | |
|---|---|
| MarketCap: | 2 424.47 mill |
| EPS: | 4.57 |
| P/E: | 4.28 |
| Earnings Date: | May 26, 2024 |
| SharesOutstanding: | 124.01 mill |
| Avg Daily Volume: | 0.182 mill |
| RATING 2024-05-08 |
|---|
| B+ |
| Neutral |
| RATINGS | ||
|---|---|---|
| Rating CashFlow: | Sell | |
| Return On Equity: | Strong Buy | |
| Return On Asset: | Strong Buy | |
| DE: | Strong Sell | |
| P/E: | Sell | |
| Price To Book: | Neutral |
| QUARTER GROWTHS | ||||||
|---|---|---|---|---|---|---|
| 3/22 | 4/22 | 1/23 | 2/23 | 3/23 | 4/23 | |
| Revenue | ||||||
| Gr.Profit | ||||||
| Ebit | ||||||
| Asset | n/a | n/a | n/a | |||
| Debt | n/a | n/a | n/a | n/a | n/a | n/a |
| PE RATIO: COMPANY / SECTOR |
|---|
| 0.43x |
| Company: PE 4.28 | sector: PE 9.91 |
| PE RATIO: COMPANY / INDUSTRY |
|---|
| 0.21x |
| Company: PE 4.28 | industry: PE 20.04 |
| DISCOUNTED CASH FLOW VALUE |
|---|
|
$0.568 (-97.09%) $-18.98 |
| Date: 2024-05-09 |
| Expected Trading Range (DAY) |
|---|
|
$ 19.33 - 19.77 ( +/- 1.15%) |
| ATR Model: 14 days |
Insider Trading
| Date | Person | Action | Amount | type |
|---|---|---|---|---|
| 2023-12-31 | Stoeckle Mark E. | Buy | 0 | |
| 2023-12-31 | Nelson Jane Musser | Buy | 0 | |
| 2023-12-31 | Kerns Janis F. | Buy | 0 | |
| 2023-12-31 | Dale Kenneth James | Buy | 0 | |
| 2023-12-31 | Escherich Frederic A | Buy | 0 |
| INSIDER POWER |
|---|
| 87.66 |
| Last 45 transactions |
| Buy: 75 910 | Sell: 34 717 |
Forecast:
16:00 - $19.55
Live Trading Signals (every 1 min)
Forecast
1: 16:00 - $19.55
Forecast 2: 16:00 - $19.55
Forecast 3: 16:00 - $19.55
SCORE
10.00
Buy
10.00
Buy
Score Algorithm Version: 1.2C
Last version updated: Fri April 15th, 2022
Last version updated: Fri April 15th, 2022
| Indicator Signals | |
|---|---|
| RSI 21 | |
| SMA | |
| Trend | |
| Trend 2 | |
| Trend 3 | |
| MACD |
| Volume Signals | |
|---|---|
| Price | $19.55 (0.15% ) |
| Volume | 0.175 mill |
| Avg. Vol. | 0.182 mill |
| % of Avg. Vol | 96.48 % |
| Signal 1: | |
| Signal 2: |
Today
Last 12 Months
RSI
Last 10 Buy & Sell Signals For ADX
0 Signals | Accuracy: 0.00% | Accuracy Buy: 0.00% | Accuracy Sell: 0.00%
Avg return buy: 0.00 % | Avg return sell: 0.00 %
$1 invested is now $1.00 or 0.00% since Coming Soon
| Date | Signal | @ | Closed | % |
|---|
ADX
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. 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, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. 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.
Latest Press Releases
2024-04-18 19:58:00 - Press Release
William H. Reinhardt Elected Vice President – Research, Adams Diversified Equity Fund
Baltimore, md., april 18, 2024 (globe newswire) -- adams diversified equity fund (nyse: adx) announced that william h. reinhardt has been elected vice president-research, effective april 18, 2024.
2024-04-18 19:34:00 - Press Release
Adams Diversified Equity Fund Declares Distribution And Announces First Quarter Performance
Baltimore, april 18, 2024 (globe newswire) -- the board of directors of adams diversified equity fund, inc. (nyse: adx) today declared a distribution of $.05 per share from net investment income, payable may 31, 2024, to shareholders of record may 17, 2024. this distribution represents the second payment this year toward the fund's annual 6% minimum distribution rate commitment, which can be found at adamsfunds.com.
2024-01-18 18:14:00 - Press Release
Adams Diversified Equity Fund Announces 2023 Performance
Baltimore, jan. 18, 2024 (globe newswire) -- adams diversified equity fund, inc. (nyse: adx) announces the fund's investment returns for 2023.
2024-01-18 18:14:00 - Press Release
Adams Diversified Equity Fund Declares Distribution
Baltimore, jan. 18, 2024 (globe newswire) -- the board of directors of adams diversified equity fund, inc. (nyse: adx) today declared a distribution of $0.05 per share, payable march 1, 2024, to shareholders of record february 9, 2024, consisting of $0.03 net investment income and $0.01 long-term capital gain, both realized in 2023, and $0.01 net investment income realized in 2024.
2023-12-06 18:58:00 - Press Release
Adams Diversified Equity Fund Announces $17.02 Issue Price Of Shares For Year-end Distribution Payable December 20, 2023
Baltimore, dec. 06, 2023 (globe newswire) -- adams diversified equity fund, inc. (nyse: adx) has determined that $17.02 per share is the issue price for the closed-end fund's year-end distribution to shareholders who have elected to receive all or a portion of the distribution in the form of stock. this price is the mean between the high and low sales prices of the fund's stock on the new york stock exchange on december 6, 2023.
Latest News
2024-03-24 11:21:55 - Seeking Alpha
ADX: Take Some Chips Off The Table
Adams Diversified Equity Fund (ADX) has performed well, returning over 27% since October. ADX paid a $1.15/share year-end special distribution, exceeding expectations. The analogy to 1999/2000 appears to be playing out in real time, suggesting we are in the midst of a blow-off top in equities. Due to its investment process, the ADX fund is heavily concentrated in high momentum growth stocks that could see a large drawdown should the bubble burst.
2024-02-21 09:34:52 - Seeking Alpha
ASA Gold and Precious Metals: A Golden Opportunity Lost Its Luster
ASA Gold and Precious Metals provides exposure to difficult-to-access gold miners at a discount.
2024-01-02 00:30:11 - Seeking Alpha
ADX: 4 Reasons To Be Cautious Despite Recent Outperformance
Adams Diversified Equity Fund seeks long-term capital appreciation and dividend income by investing in large-cap US companies. ADX has a very long history and has outperformed the S&P 500 over the past 10 years. The fund charges a high management fee and has a fixed distribution policy, which creates a potential tax drag.
2023-10-25 08:00:00 - Seeking Alpha
ADX: Look Out For A Large Year-End Distribution
The Adams Diversified Equity Fund has a long operating history and uses a time-tested process to identify secular growth stocks. ADX has performed well, returning 12.7% YTD and keeping pace with the S&P 500. The fund should be announcing a sizeable year-end distribution in the coming weeks, with a minimum 6% payout rate.
2023-08-17 13:51:57 - Seeking Alpha
ADX: Deep Discount But Relatively Expensive
Adams Diversified Equity Fund is currently trading at a 14.2% discount but may not be an appealing option due to trading at a deep discount regularly. ADX generally follows the performance of the S&P 500 Index, but the fund has outperformed over the last year. ADX implements a distribution strategy that pays a regular quarterly distribution and tops it off at year-end to meet its minimum 6% policy.
2023-08-17 11:42:16 - Seeking Alpha
ADX: A Good Fund For Income Seeking Investors
Adams Diversified Equity Fund aims to match or beat the performance of the S&P 500 index while delivering a dividend yield of 6-7% annually. The fund has a long history of paying dividends for 85 years straight and has seen strong results, especially since 2010. The fund often trades at a discount to its NAV, providing potential for slightly higher gains compared to the S&P 500 index under right conditions.
2023-05-31 09:00:00 - Seeking Alpha
ADX: Reinvesting Or Not Makes A Difference - Maybe
The Adams Diversified Equity Fund employs a fundamental, technical, and quantitative analysis with a bottom-up stock-picking approach. They target outperforming the S&P 500 Index. The article takes a look at ADX and measures its performance against its proclaimed goal; outperforming ETFs like SPY. Whether ADX achieved its goal of outperformance depends on what investors did with their dividends and the time period. Understanding the calculations also matters.
2023-04-11 09:15:00 - Forbes
These 8% Dividends Are Key To Early Retirement
With yields north of 7%, closed-end funds (CEFs) should be a staple of every American's portfolio.
2023-02-25 01:20:18 - Seeking Alpha
ADX: Solid Equity Fund Yielding 6%
The ADX fund has been in operation since 1929. It provides long-term capital appreciation and high current distributions from a portfolio of diversified equities. The ADX fund pays a 6%+ distribution yield.
2022-12-06 10:00:35 - Seeking Alpha
ADX: Large-Cap Diversified Equity Fund With A Committed 6% Distribution
ADX has a committed distribution of 6 percent, whereas the actual yield is even higher. It has generated a long-term return of almost 18 percent, beating the S&P 500. Due to the poor performance of the broader market, and especially the technology stocks, price performance has been poor this year. ADX thus is available at a deep discount.