Annual Retained Earnings
$1.32B$267.47M+25.44%
Summary
- Current Value
- As of today, ADX annual retained earnings is $1.32B, up +25.44% on
- Historical Performance
- ADX annual retained earnings is up +5.34% over the past 3 years, and up +5.34% over the past 5 years
- All-Time High Comparison
- ADX annual retained earnings is currently at its all-time high
- 3-Year Low Comparison
- ADX annual retained earnings is +101.27% above its 3-year low of $655.35M reached on an earlier date
- Sector Comparison
- ADX annual retained earnings is higher than 84.09% of companies in Financial Services sector
Retained Earnings Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Retained Earnings | $1.32B | +25.4% | +5.3% | +5.3% | +5.3% | |
| Quarterly Retained Earnings | $1.41B | -2.1% | +96.2% | – | – | |
| Price | $23.40 | +14.2% | +59.3% | +34.7% | +115.3% | |
| Annual Net Income | $549.57M | -0.6% | -12.1% | -12.1% | -12.1% | |
| Annual Dividends Paid | - | – | – | – | – | |
| Annual Shareholders Equity | $2.66B | +4.4% | +0.4% | +0.4% | +0.4% | |
| Annual Revenue | $564.12M | -0.4% | -11.6% | -11.6% | -11.6% | |
| Annual EPS | $4.62 | +1.1% | -17.4% | -17.4% | -17.4% |
Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $1.32B | at high | |
| 5Y | $1.32B | at high | |
| All | $1.32B | at high |
Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $655.35M | N/A | +101.3% |
| 5Y | $655.35M | +101.3% | |
| All | $655.35M | +101.3% |
Retained Earnings History
| Year | Value | Change |
|---|---|---|
| $1.32B | +25.4% | |
| $1.05B | +60.5% |
| Year | Value | Change |
|---|---|---|
| $655.35M | -47.7% | |
| $1.25B | - |
FAQ
What is the current annual retained earnings of ADX?
As of today, ADX annual retained earnings is $1.32B
What is 1-year change in ADX annual retained earnings?
ADX annual retained earnings is up +25.44% year-over-year
What is 3-year change in ADX annual retained earnings?
ADX annual retained earnings is up +5.34% over the past 3 years
How far is ADX annual retained earnings from its all-time high?
ADX annual retained earnings is currently at its all-time high
How does ADX annual retained earnings rank versus sector peers?
ADX annual retained earnings is higher than 84.09% of companies in Financial Services sector
When is ADX next annual earnings release?
As of today, the next annual earnings release for ADX has not been scheduled
Quarterly Retained Earnings
$1.41B$90.02M+6.82%
Summary
- Current Value
- As of today, ADX quarterly retained earnings is $1.41B, up +6.82% on
- Historical Performance
- ADX quarterly retained earnings is down -2.12% year-over-year, and up +96.18% over the past 3 years
- All-Time High Comparison
- ADX quarterly retained earnings is currently -2.12% below its historical high of $1.44B set on
- 3-Year Low Comparison
- ADX quarterly retained earnings is +115.01% above its 3-year low of $655.35M reached on an earlier date
- Sector Comparison
- ADX quarterly retained earnings is higher than 84.83% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Retained Earnings | $1.41B | 0.0% | -2.1% | +96.2% | – | |
| Annual Retained Earnings | $1.32B | – | +25.4% | +5.3% | +5.3% | |
| Price | $23.40 | +4.2% | +14.2% | +59.3% | +34.7% | |
| Quarterly Net Income | - | – | – | – | – | |
| Quarterly Dividends Paid | - | – | – | – | – | |
| Quarterly Shareholders Equity | $2.80B | 0.0% | -4.5% | +32.4% | – | |
| Quarterly Revenue | - | – | – | – | – | |
| Quarterly EPS | - | – | – | – | – |
Quarterly Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $1.41B | at high | |
| 3Y | $1.44B | -2.1% | |
| 5Y | $1.44B | -2.1% | |
| All | $1.44B | -2.1% |
Quarterly Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $1.32B | N/A | +6.8% |
| 3Y | $655.35M | N/A | +115.0% |
| 5Y | $655.35M | +115.0% | |
| All | $655.35M | +115.0% |
Quarterly Retained Earnings History
| Month | Value | Change |
|---|---|---|
| $1.41B | +6.8% | |
| $1.32B | -8.4% | |
| $1.44B | +36.9% | |
| $1.05B | +8.3% |
| Month | Value | Change |
|---|---|---|
| $971.04M | +48.2% | |
| $655.35M | -8.8% | |
| $718.26M | -42.6% | |
| $1.25B | - |
FAQ
What is the current quarterly retained earnings of ADX?
As of today, ADX quarterly retained earnings is $1.41B
What is ADX quarterly retained earnings most recent change?
ADX quarterly retained earnings was up +6.82% on June 30, 2025
What is 1-year change in ADX quarterly retained earnings?
ADX quarterly retained earnings is down -2.12% year-over-year
How far is ADX quarterly retained earnings from its all-time high?
ADX quarterly retained earnings is currently -2.12% below its historical high of $1.44B set on June 30, 2024
How does ADX quarterly retained earnings rank versus sector peers?
ADX quarterly retained earnings is higher than 84.83% of companies in Financial Services sector
When is ADX next earnings release?
As of today, the next earnings release for ADX has not been scheduled
Retained Earnings Formula
Retained Earnings = Retained Earnings (start of the period) + −
Data Sources & References
- ADX Official Website www.adamsfunds.com/funds/diversified-equity
- ADX Profile on Yahoo Finance finance.yahoo.com/quote/ADX
- ADX Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/adx