CDW
About: CDW Corp is a multi-brand provider of information technology ("IT") solutions to small, medium, and large business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's broad array of offerings ranges from discrete hardware and software products to integrated IT solutions and services that include on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. The company has three operating segments namely, Corporate, Small Business, and Public. The Corporate segment generates the majority of its revenue and primarily serves US private sector business customers with more than 250 employees.
Employees: 250
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
189% more call options, than puts
Call options by funds: $136M | Put options by funds: $47M
11% more repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 313
4% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 89
0% more funds holding
Funds holding: 883 [Q1] → 887 (+4) [Q2]
6.06% less ownership
Funds ownership: 96.76% [Q1] → 90.7% (-6.06%) [Q2]
18% less capital invested
Capital invested by funds: $33.1B [Q1] → $27.3B (-$5.87B) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 24 [Q1] → 16 (-8) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Citigroup Asiya Merchant 71% 1-year accuracy 15 / 21 met price target | 11%upside $245 | Neutral Downgraded | 1 Oct 2024 |
Barclays Mark Moskowitz 0 / 0 met price target | 4%upside $229 | Equal-Weight Maintained | 1 Aug 2024 |
Stifel Matthew Sheerin 67% 1-year accuracy 12 / 18 met price target | 18%upside $260 | Buy Maintained | 17 Jul 2024 |
Financial journalist opinion
Based on 3 articles about CDW published over the past 30 days