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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $51.3M | Put options by funds: $28.1M
26% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 84
25% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 10 (+2) [Q2]
13% more capital invested
Capital invested by funds: $19.5B [Q1] → $22B (+$2.5B) [Q2]
1.71% more ownership
Funds ownership: 91.74% [Q1] → 93.45% (+1.71%) [Q2]
0% more funds holding
Funds holding: 828 [Q1] → 830 (+2) [Q2]
17% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 338
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
UBS
David Vogt
|
$200
|
Buy
Maintained
|
7 Aug 2025 |
|
Barclays
George Wang
|
$176
|
Equal-Weight
Maintained
|
7 Aug 2025 |
|
JP Morgan
Samik Chatterjee
|
$205
|
Neutral
Maintained
|
17 Jul 2025 |
|
Citigroup
Asiya Merchant
|
$200
|
Neutral
Maintained
|
11 Jul 2025 |
Financial journalist opinion
Based on 3 articles about CDW published over the past 30 days
