CDW (NASDAQ:CDW) Stock Price Passes Below 200 Day Moving Average – Time to Sell?

Shares of CDW Corporation (NASDAQ:CDW) passed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of $146.87 and traded as low as $122.78. CDW shares last traded at $123.39, with a volume of 1,568,085 shares traded.

More CDW News

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Zacks raised CDW’s multi‑year outlook — FY2026 was increased to $9.99/share (from $9.75), FY2027 to $10.93 (from $10.71) and Zacks issued a FY2028 view of $11.96. These higher annual targets support a more constructive medium‑term earnings picture. Zacks Research Note
• Positive Sentiment: Several quarterly upgrades: Q1‑2026 to $2.13 (from $2.06), Q2‑2026 to $2.58 (from $2.49), Q4‑2026 to $2.58 (from $2.42) and Q1‑2027 to $2.30 (from $1.93). These lifts suggest Zacks sees resilience in near‑term demand for parts of FY2026. Zacks Research Note
• Neutral Sentiment: Reported short‑interest data for late February appears anomalous (shows 0 shares and NaN change); it provides no clear signal on bearish positioning.
• Neutral Sentiment: A separate TipRanks item flagged that CDW Holding Limited (SG:BXE) has recorded three consecutive years of pre‑tax losses — this is a different legal entity and is unlikely to affect NASDAQ:CDW’s operating outlook, though name confusion can briefly affect sentiment. CDW Holding pre-tax losses
• Negative Sentiment: Zacks trimmed several mid‑2027 quarterly estimates — Q2‑2027 cut to $2.34 (from $3.10) and Q3‑2027 cut to $2.86 (from $3.34); Q3‑2026 was modestly lowered to $2.71 (from $2.79). These downgrades signal potential softness in parts of FY2027 and help explain near‑term pressure on the share price. Zacks Research Note

Analyst Upgrades and Downgrades

CDW has been the subject of several research analyst reports. Evercore restated an “outperform” rating and set a $180.00 price target on shares of CDW in a report on Tuesday, January 20th. JPMorgan Chase & Co. lowered their target price on CDW from $170.00 to $160.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Barclays cut their target price on shares of CDW from $148.00 to $144.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. UBS Group decreased their price target on shares of CDW from $190.00 to $162.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Finally, Citigroup increased their price objective on shares of CDW from $148.00 to $150.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $160.43.

CDW Stock Down 0.6%

The company has a market cap of $15.82 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 1.71 and a beta of 1.08. The business has a fifty day moving average of $131.29 and a two-hundred day moving average of $146.61. The company has a current ratio of 1.18, a quick ratio of 1.10 and a debt-to-equity ratio of 1.77.

CDW (NASDAQ:CDW) last issued its quarterly earnings data on Wednesday, February 4th. The information technology services provider reported $2.57 EPS for the quarter, beating the consensus estimate of $2.44 by $0.13. The company had revenue of $5.51 billion for the quarter, compared to analyst estimates of $5.33 billion. CDW had a return on equity of 50.66% and a net margin of 4.76%.CDW’s quarterly revenue was up 6.3% compared to the same quarter last year. During the same period last year, the company earned $2.48 earnings per share. As a group, equities analysts anticipate that CDW Corporation will post 9.41 EPS for the current fiscal year.

CDW Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Wednesday, February 25th. CDW’s payout ratio is presently 31.15%.

Insiders Place Their Bets

In other CDW news, insider Sona Chawla sold 7,400 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $146.17, for a total transaction of $1,081,658.00. Following the transaction, the insider directly owned 28,110 shares of the company’s stock, valued at $4,108,838.70. This trade represents a 20.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.84% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Fenimore Asset Management Inc grew its holdings in shares of CDW by 0.8% during the fourth quarter. Fenimore Asset Management Inc now owns 1,150,567 shares of the information technology services provider’s stock worth $156,707,000 after buying an additional 9,485 shares in the last quarter. Marshall Wace LLP boosted its position in CDW by 255.7% during the third quarter. Marshall Wace LLP now owns 599,248 shares of the information technology services provider’s stock worth $95,448,000 after acquiring an additional 430,796 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its stake in CDW by 0.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 365,345 shares of the information technology services provider’s stock valued at $58,192,000 after acquiring an additional 1,793 shares in the last quarter. BNP Paribas Financial Markets raised its holdings in CDW by 20.5% in the 4th quarter. BNP Paribas Financial Markets now owns 284,965 shares of the information technology services provider’s stock valued at $38,812,000 after acquiring an additional 48,547 shares during the last quarter. Finally, Local Pensions Partnership Investment Ltd raised its holdings in CDW by 7.8% in the 4th quarter. Local Pensions Partnership Investment Ltd now owns 249,176 shares of the information technology services provider’s stock valued at $33,940,000 after acquiring an additional 18,000 shares during the last quarter. Hedge funds and other institutional investors own 93.15% of the company’s stock.

CDW Company Profile

CDW (NASDAQ: CDW) is a leading provider of information technology products and integrated solutions for business, government, education and healthcare customers. The company sources and resells hardware and software from major technology vendors and packages those products with professional services, managed services and lifecycle support. Its offerings span IT infrastructure, cloud and data center solutions, cybersecurity, networking, unified communications, endpoint devices, and software licensing and procurement services designed to simplify IT operations for customers.

CDW combines a broad product portfolio with consultative sales, implementation and technical support capabilities.