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 five operating segments namely, Corporate, Small Business, Public, CDW UK, and CDW Canada. The Corporate segment generates the majority of its revenue and serves USA private sector business customers.
Employees: 15,100
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 97
0.83% less ownership
Funds ownership: 92.25% [Q4 2024] → 91.43% (-0.83%) [Q1 2025]
7% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 325
2% less funds holding
Funds holding: 840 [Q4 2024] → 820 (-20) [Q1 2025]
9% less capital invested
Capital invested by funds: $21.4B [Q4 2024] → $19.4B (-$2.02B) [Q1 2025]
14% less call options, than puts
Call options by funds: $40.8M | Put options by funds: $47.2M
33% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 8 (-4) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Citigroup Asiya Merchant | 6%upside $180 | Neutral Maintained | 8 May 2025 |
UBS David Vogt | 23%upside $210 | Buy Maintained | 8 May 2025 |
Barclays George Wang | 20%upside $205 | Equal-Weight Maintained | 8 May 2025 |
JP Morgan Samik Chatterjee | 3%upside $175 | Neutral Maintained | 17 Apr 2025 |
Financial journalist opinion









