Zacks Research Issues Optimistic Outlook for CDW Earnings

CDW Corporation (NASDAQ:CDW) – Research analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for shares of CDW in a note issued to investors on Wednesday, February 25th. Zacks Research analyst Team now anticipates that the information technology services provider will earn $2.13 per share for the quarter, up from their previous forecast of $2.06. The consensus estimate for CDW’s current full-year earnings is $9.41 per share. Zacks Research also issued estimates for CDW’s Q2 2026 earnings at $2.58 EPS, Q3 2026 earnings at $2.71 EPS, Q4 2026 earnings at $2.58 EPS, FY2026 earnings at $9.99 EPS, Q1 2027 earnings at $2.30 EPS, Q2 2027 earnings at $2.34 EPS, Q3 2027 earnings at $2.86 EPS, Q4 2027 earnings at $3.43 EPS and FY2027 earnings at $10.93 EPS.

CDW (NASDAQ:CDW) last posted its quarterly earnings results on Wednesday, February 4th. The information technology services provider reported $2.57 EPS for the quarter, topping the consensus estimate of $2.44 by $0.13. CDW had a return on equity of 50.66% and a net margin of 4.76%.The business had revenue of $5.51 billion for the quarter, compared to analyst estimates of $5.33 billion. During the same quarter in the previous year, the firm earned $2.48 EPS. The company’s quarterly revenue was up 6.3% compared to the same quarter last year.

Several other research firms have also recently weighed in on CDW. Morgan Stanley increased their price target on shares of CDW from $141.00 to $142.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. UBS Group lowered their price objective on CDW from $190.00 to $162.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Raymond James Financial upgraded CDW from an “outperform” rating to a “strong-buy” rating and set a $185.00 price objective for the company in a research report on Tuesday, November 25th. Barclays reduced their target price on CDW from $148.00 to $144.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 5th. Finally, Citigroup upped their price target on CDW from $148.00 to $150.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, CDW presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.43.

CDW Price Performance

CDW stock opened at $124.77 on Monday. The company has a current ratio of 1.18, a quick ratio of 1.10 and a debt-to-equity ratio of 1.77. The company has a 50-day moving average price of $131.00 and a 200 day moving average price of $146.04. CDW has a 12-month low of $118.44 and a 12-month high of $192.30. The stock has a market cap of $16.09 billion, a P/E ratio of 15.42, a PEG ratio of 1.69 and a beta of 1.06.

CDW Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Wednesday, February 25th. CDW’s dividend payout ratio is 31.15%.

Insider Activity at CDW

In other news, insider Sona Chawla sold 7,400 shares of CDW stock in a transaction on Monday, December 8th. The stock was sold at an average price of $146.17, for a total value of $1,081,658.00. Following the completion of the sale, the insider directly owned 28,110 shares of the company’s stock, valued at approximately $4,108,838.70. The trade was a 20.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.90% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Fenimore Asset Management Inc grew its stake in CDW by 0.8% during the 4th quarter. Fenimore Asset Management Inc now owns 1,150,567 shares of the information technology services provider’s stock worth $156,707,000 after purchasing an additional 9,485 shares in the last quarter. Marshall Wace LLP boosted its stake in shares of CDW by 255.7% in the 3rd quarter. Marshall Wace LLP now owns 599,248 shares of the information technology services provider’s stock valued at $95,448,000 after buying an additional 430,796 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its position in shares of CDW by 0.5% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 365,345 shares of the information technology services provider’s stock worth $58,192,000 after buying an additional 1,793 shares in the last quarter. BNP Paribas Financial Markets increased its stake in shares of CDW by 20.5% during the fourth quarter. BNP Paribas Financial Markets now owns 284,965 shares of the information technology services provider’s stock worth $38,812,000 after buying an additional 48,547 shares during the period. Finally, Local Pensions Partnership Investment Ltd raised its holdings in CDW by 7.8% in the fourth 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 in the last quarter. 93.15% of the stock is currently owned by hedge funds and other institutional investors.

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.