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
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
110% more call options, than puts
Call options by funds: $38.4M | Put options by funds: $18.2M
27% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 83
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: $19.4B [Q1] → $21.9B (+$2.44B) [Q2]
1.47% more ownership
Funds ownership: 91.49% [Q1] → 92.95% (+1.47%) [Q2]
0% less funds holding
Funds holding: 827 [Q1] → 823 (-4) [Q2]
17% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 335
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$176
6%
upside
Avg. target
$195
17%
upside
High target
$205
23%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
UBS David Vogt | 20%upside $200 | Buy Maintained | 7 Aug 2025 |
Barclays George Wang | 6%upside $176 | Equal-Weight Maintained | 7 Aug 2025 |
JP Morgan Samik Chatterjee | 23%upside $205 | Neutral Maintained | 17 Jul 2025 |
Citigroup Asiya Merchant | 20%upside $200 | Neutral Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 14 articles about CDW published over the past 30 days
Positive
Seeking Alpha
1 day ago
CDW Corporation: There Is Still Upside Potential
Reiterating my buy rating on CDW, as the hardware refresh cycle is broadening into higher-value infrastructure, supporting a stronger growth outlook. AI is now a tangible revenue driver for CDW, with real customer wins and complex, service-led deals deepening client relationships and stickiness. At 16x forward PE, CDW is undervalued given accelerating growth and margin expansion potential from complex infrastructure and AI solutions.
Neutral
Business Wire
6 days ago
CDW to Participate in the Citi 2025 Global TMT Conference
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that Christine A. Leahy, chair and chief executive officer, and Albert J. Miralles, chief financial officer and executive vice president, enterprise business operations, CDW, will participate in a question and answer session at the Cit.
Positive
Zacks Investment Research
2 weeks ago
Compared to Estimates, CDW (CDW) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for CDW (CDW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
The Motley Fool
2 weeks ago
CDW (CDW) Q2 Revenue Jumps 10%
CDW (CDW) Q2 Revenue Jumps 10%
Positive
Zacks Investment Research
2 weeks ago
CDW's Q2 Earnings Top, Revenues Up Y/Y on Strong Core & Global Demand
CDW posts strong Q2 2025 with 10.2% sales growth and EPS beat, driven by robust demand and segmental strength.
Neutral
Seeking Alpha
2 weeks ago
CDW Corporation (CDW) Q2 2025 Earnings Call Transcript
CDW Corporation (NASDAQ:CDW ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Albert Joseph Miralles - CFO & Executive VP of Enterprise Business Operations Christine A. Leahy - Chair of the Board, President & CEO Steven J O'Brien - Vice President of Investor Relations Conference Call Participants Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Asiya Merchant - Citigroup Inc., Research Division David Vogt - UBS Investment Bank, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Harry Laurence Read - Redburn (Europe) Limited, Research Division Keith Michael Housum - Northcoast Research Partners, LLC Ruplu Bhattacharya - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Operator Good morning, all, and thank you for joining us for the CDW Second Quarter 2025 Earnings Call.
Positive
Zacks Investment Research
2 weeks ago
CDW (CDW) Q2 Earnings and Revenues Surpass Estimates
CDW (CDW) came out with quarterly earnings of $2.6 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.5 per share a year ago.
Positive
Reuters
2 weeks ago
CDW tops quarterly estimates on steady demand from healthcare, government customers
CDW beat Wall Street estimates for second-quarter results on Wednesday, helped by continued demand for IT solutions from its healthcare and government customers.
Neutral
Business Wire
2 weeks ago
CDW Declares Quarterly Cash Dividend of $0.625 Per Share
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has declared a quarterly cash dividend of $0.625 per common share to be paid on September 10, 2025 to all stockholders of record as of the close of business on August 25, 2025. Future dividends will be subje.
Neutral
Business Wire
2 weeks ago
CDW Reports Second Quarter 2025 Earnings
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts and percentage) Three Months Ended June 30, Six Months Ended June 30, 2025 2024 Percent Change 2025 2024 Percent Change Net sales $ 5,976.6 $ 5,423.4 10.2 $ 11,175.7 $ 10,296.1 8.5 Gross profit $ 1,241.2 $ 1,183.1 4.9 $ 2,363.5 $ 2,246.4 5.2 Gross profit margin 20.8 % 21.8 % 21.1 % 21.8 % Operating income $ 420.2 $ 433.1 (3.0.
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