CDW Corporation $CDW Position Boosted by BNP Paribas Financial Markets

BNP Paribas Financial Markets grew its holdings in shares of CDW Corporation (NASDAQ:CDW) by 20.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 284,965 shares of the information technology services provider’s stock after purchasing an additional 48,547 shares during the period. BNP Paribas Financial Markets’ holdings in CDW were worth $38,812,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. eCIO Inc. acquired a new position in shares of CDW in the fourth quarter worth about $61,000. Covestor Ltd boosted its holdings in shares of CDW by 53.4% in the fourth quarter. Covestor Ltd now owns 741 shares of the information technology services provider’s stock worth $101,000 after buying an additional 258 shares during the period. American National Bank & Trust acquired a new position in shares of CDW in the fourth quarter worth about $110,000. Steph & Co. boosted its holdings in shares of CDW by 53.3% in the fourth quarter. Steph & Co. now owns 1,150 shares of the information technology services provider’s stock worth $157,000 after buying an additional 400 shares during the period. Finally, Farther Finance Advisors LLC boosted its holdings in shares of CDW by 30.4% in the fourth quarter. Farther Finance Advisors LLC now owns 1,188 shares of the information technology services provider’s stock worth $162,000 after buying an additional 277 shares during the period. Institutional investors own 93.15% of the company’s stock.

Insider Buying and Selling at CDW

In related news, Director David W. Nelms purchased 18,000 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were acquired at an average cost of $111.43 per share, with a total value of $2,005,740.00. Following the completion of the purchase, the director owned 51,025 shares of the company’s stock, valued at $5,685,715.75. The trade was a 54.50% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.82% of the company’s stock.

CDW Stock Performance

CDW stock opened at $137.30 on Thursday. The stock has a market cap of $17.54 billion, a P/E ratio of 16.70, a P/E/G ratio of 1.87 and a beta of 1.00. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.06 and a current ratio of 1.16. The firm has a 50 day simple moving average of $121.93 and a 200 day simple moving average of $129.02. CDW Corporation has a 52 week low of $97.12 and a 52 week high of $183.91.

CDW (NASDAQ:CDW) last released its quarterly earnings data on Wednesday, May 6th. The information technology services provider reported $2.28 earnings per share for the quarter, meeting the consensus estimate of $2.28. The firm had revenue of $5.68 billion for the quarter, compared to analyst estimates of $5.48 billion. CDW had a net margin of 4.70% and a return on equity of 49.67%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.15 EPS. Research analysts anticipate that CDW Corporation will post 10.09 earnings per share for the current fiscal year.

CDW Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 25th will be paid a $0.63 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.8%. CDW’s dividend payout ratio is 30.66%.

Analyst Ratings Changes

CDW has been the subject of several recent analyst reports. UBS Group decreased their target price on shares of CDW from $162.00 to $147.00 and set a “buy” rating for the company in a report on Thursday, May 7th. Raymond James Financial set a $150.00 target price on shares of CDW in a report on Wednesday, May 6th. Royal Bank Of Canada upgraded shares of CDW to an “outperform” rating and set a $130.00 target price for the company in a report on Wednesday, May 27th. JPMorgan Chase & Co. upgraded shares of CDW from a “neutral” rating to an “overweight” rating and set a $130.00 target price for the company in a report on Wednesday, May 27th. Finally, Citigroup decreased their target price on shares of CDW from $150.00 to $123.00 and set a “neutral” rating for the company in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CDW has an average rating of “Moderate Buy” and an average target price of $140.63.

Trending Headlines about CDW

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for CDW to $10.02 from $9.99 and also increased its Q2 2026, Q1 2027, and Q4 2027 earnings forecasts, suggesting better near-term earnings momentum. CDW earnings estimate updates
• Positive Sentiment: Zacks Research said CDW is a top momentum stock for the long term, reinforcing a constructive view on the company’s stock profile. Zacks momentum article
• Neutral Sentiment: Barclays reiterated its Hold rating on CDW, which does not materially change the outlook but suggests no major shift in analyst stance. Barclays hold rating
• Neutral Sentiment: CDW plans to showcase AI-focused demonstrations at Cisco Live 2026, which highlights product and partner activity but is not yet a direct financial catalyst. Cisco Live 2026 AI demonstrations
• Negative Sentiment: Some longer-dated earnings estimates were cut, including FY2027, Q2 2027, Q3 2027, Q4 2026, and FY2028 in parts, which may temper enthusiasm about CDW’s growth trajectory beyond the near term. CDW earnings estimate revisions

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.