CDW Corporation (CDW)

CDW's stock price has declined in the past six months, with a 15.30% decrease as of April 7, 2026, from April 8, 2025. The stock declined approximately 22% over the last 12 months as of January 5, 2026, trading near its 52-week low. Despite these declines, CDW reported a solid start to fiscal year 2025, with net sales reaching $5.2 billion, an 8% increase year-over-year. CDW became a component of the Nasdaq-100 index on December 18, 2023.

CDW experiences demand seasonality, particularly within certain customer segments. The company anticipates mid-to-high single-digit sequential gross profit growth in the second quarter, leading to low-single-digit year-over-year growth. Historically, November has shown the highest probability of positive stock returns for CDW, while December has the lowest.

CDW Corporation is an American multi-brand provider of IT solutions and services, serving business, government, education, and healthcare sectors. It operates in the B2B IT industry and is a Fortune 500 company and part of the S&P 500 Index. CDW offers desktops, servers, laptops, peripherals, software, telephony products, power solutions, and storage, aiming to help customers navigate the IT market and maximize technology investments.

CDW operates 170 subsidiaries across 7 countries, primarily in the United States, the United Kingdom, and Canada. The United States accounts for the largest share of revenue at approximately 87.74% in fiscal year 2023, with non-U.S. operations contributing around 12.26%.

CDW maintains its brand reputation through its commitment to ESG principles, as highlighted in its 2023 ESG report. The report focuses on People, Planet, Partnerships & Portfolio, and Practices, aligning with CDW's purpose to "make technology work so people can do great things" and emphasizing its "One CDW philosophy". Key milestones included updated ESG priority topics, a formalized ESG governance structure, carbon emission reduction targets, and an expanded portfolio of environmentally certified products.

CDW's ownership is predominantly institutional, with institutional investors holding between approximately 83.55% and 95.74% of the company's stock. Major institutional shareholders include The Vanguard Group, BlackRock, Inc., and State Street Corp. Individual investors and public companies hold a smaller portion, with insiders owning a minor percentage, ranging from 0.44% to 1.41%.