CDW Corporation (CDW)

Over the past six months, CDW's stock price has experienced a decline, reaching a new 52-week low of $128.78 in January 2026. CDW reported Q3 2025 earnings per share (EPS) of $2.71, exceeding analysts' expectations, but the stock declined by 8.5% the day following the announcement. CDW reported Q4 2024 revenue of $5.19 billion, a 3.3% year-over-year growth, and EPS of $2.48, beating estimates. The company increased its quarterly dividend to $0.63 per share. Several firms have trimmed price targets for CDW, while some have upgraded the stock to a "strong-buy" rating. On December 18, 2023, CDW became a component of the Nasdaq-100 index.

While specific calendar-based seasonal patterns for CDW's overall demand are not explicitly detailed, the company's revenue trends are influenced by the purchasing cycles and budget timing of its diverse customer segments. Sales to government and education customers can be softer due to budget timing issues, while demand from the business and healthcare sectors has shown to be solid. CDW's performance is also tied to broader IT spending trends. The company anticipates its 2025 revenue growth to outpace the U.S. IT market by 200 to 300 basis points.

CDW Corporation is an American multi-brand provider of IT solutions and services, serving business, government, education, and healthcare sectors. Headquartered in Vernon Hills, Illinois, CDW operates within the Information Technology Services sector and the B2B IT products and services industry. The company offers a broad array of products and services, ranging from discrete hardware and software to integrated IT solutions. CDW partners with over 1,000 leading and emerging technology brands to deliver its extensive portfolio of over 100,000 products and solutions.

CDW's operations span the United States, the United Kingdom, and Canada. The vast majority of its revenue is generated in the United States, which accounted for approximately 87.7% to 87.9% of its total revenue in fiscal year 2024. The company maintains distribution centers in Vernon Hills, Illinois, and North Las Vegas, Nevada.

CDW maintains a strong brand reputation, built on its mission to help clients achieve their goals by simplifying technology and delivering customer value. CDW was honored with the Global Security Partner of the Year award and the America's Security Partner of the Year award at the Cisco Partner Summit 2025. CDW holds the Microsoft Azure Expert Managed Service Provider (MSP) status, demonstrating deep cloud and software integration with Microsoft Azure. The company emphasizes a customer-centric approach, leveraging a dedicated team of account managers and solutions architects to provide expert advice and support to its over 250,000 customers.

CDW Corporation's ownership is predominantly institutional, with approximately 77% to 93.15% of the company's stock held by institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors and insiders hold a smaller percentage of the company's stock.