CDW Corporation (NASDAQ:CDW) Stock Rated "Moderate Buy" by Sell-Side Brokerages

Key Points

• Analysts maintain a cautiously positive view: Nine brokerages rate CDW a consensus “Moderate Buy,” with five buys, three holds and one strong buy. The average 12-month price target is $150.12 versus a recent price of $135.43.
• CDW reported quarterly EPS of $2.91, exceeding estimates of $2.80, while revenue rose 10% year over year to $6.57 billion. The company also pays a quarterly dividend of $0.63 per share, yielding approximately 1.9% annually.
• Growth opportunities are accompanied by leverage concerns: The Lovelytics acquisition expands CDW’s exposure to AI, data and cloud services, but the related financing and planned $1.5 billion senior-notes issuance raise debt and integration risks.

Shares of CDW Corporation (NASDAQ:CDW - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the nine research firms that are presently covering the stock, MarketBeat reports. Three investment analysts have rated the stock with a hold recommendation, five have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year price target among brokerages that have covered the stock in the last year is $150.12.

A number of analysts have weighed in on the stock. Barclays decreased their target price on shares of CDW from $150.00 to $148.00 and set an "equal weight" rating on the stock in a research note on Monday, September 21st. Citigroup boosted their price objective on CDW from $123.00 to $145.00 and gave the stock a "neutral" rating in a research report on Monday, July 13th. Weiss Ratings upgraded CDW from a "hold (c-)" rating to a "hold (c)" rating in a research report on Tuesday, August 25th. Finally, Morgan Stanley boosted their price target on CDW from $170.00 to $171.00 and gave the stock an "overweight" rating in a report on Thursday, August 6th.

Insiders Place Their Bets

In other CDW news, insider Elizabeth Connelly sold 26,695 shares of the company's stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $137.62, for a total value of $3,673,765.90. Following the completion of the transaction, the insider directly owned 34,215 shares in the company, valued at approximately $4,708,668.30. This represents a 43.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.82% of the stock is owned by insiders.

Institutional Trading of CDW

Institutional investors have recently modified their holdings of the business. BNP Paribas Financial Markets raised its position 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 acquiring an additional 48,547 shares during the last quarter. Kendall Capital Management acquired a new stake in CDW during the 2nd quarter valued at approximately $3,584,000. Pzena Investment Management LLC bought a new position in CDW during the 2nd quarter worth approximately $371,135,000. Man Group plc acquired a new position in shares of CDW in the 2nd quarter worth approximately $1,262,000. Finally, Jupiter Topco LLC bought a new stake in shares of CDW in the 2nd quarter valued at $300,073,000. Institutional investors own 93.15% of the company's stock.

CDW Price Performance

CDW stock opened at $135.43 on Monday. The stock has a market capitalization of $16.93 billion, a P/E ratio of 16.28, a price-to-earnings-growth ratio of 1.77 and a beta of 0.95. The company has a current ratio of 1.17, a quick ratio of 1.05 and a debt-to-equity ratio of 1.97. CDW has a 12 month low of $97.12 and a 12 month high of $167.00. The firm has a 50-day moving average price of $142.71 and a 200-day moving average price of $131.67.

CDW (NASDAQ:CDW - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The information technology services provider reported $2.91 earnings per share for the quarter, beating analysts' consensus estimates of $2.80 by $0.11. The company had revenue of $6.57 billion for the quarter, compared to the consensus estimate of $6.21 billion. CDW had a net margin of 4.60% and a return on equity of 50.61%. The firm's quarterly revenue was up 10.0% compared to the same quarter last year. During the same period last year, the company posted $2.60 EPS. As a group, equities research analysts anticipate that CDW will post 10.33 EPS for the current fiscal year.

CDW Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Tuesday, August 25th were given a dividend of $0.63 per share. The ex-dividend date was Tuesday, August 25th. This represents a $2.52 annualized dividend and a yield of 1.9%. CDW's dividend payout ratio (DPR) is currently 30.29%.

Key Stories Impacting CDW

Here are the key news stories impacting CDW this week:

• Positive Sentiment: CDW completed its acquisition of Lovelytics, a data and artificial-intelligence services firm and Databricks partner. The deal expands CDW’s Services & Solutions portfolio and could give the company broader exposure to demand for AI, data, and cloud-related services. CDW Completes Acquisition of Lovelytics
• Neutral Sentiment: At CDW Summit 2026, technology leaders discussed how organizations are adapting their IT strategies for the artificial-intelligence era. The event reinforces the relevance of CDW’s technology and services offerings, but it did not provide a specific new financial forecast or contract announcement. CDW Summit 2026: IT Leaders Seek a New North Star in the Age of AI
• Negative Sentiment: Investor sentiment has been pressured by CDW’s planned $1.5 billion senior-notes issuance, which is being used partly to refinance debt and support the roughly $525 million Lovelytics transaction. The additional leverage and integration risk are concerns for investors, particularly given CDW’s already elevated debt-to-equity ratio. CDW slips as recent debt financing and lowered price targets weigh on sentiment
• Negative Sentiment: Barclays maintained an Equal-Weight rating but lowered its price target to $148 from $150. The target reduction, along with broader weakness in technology stocks, has added to selling pressure and signals limited near-term upside in analysts’ view. CDW Corporation stock falls after target cut

CDW Company Profile

CDW Corporation NASDAQ: CDW is a provider of technology products and services for businesses, government agencies, educational institutions and healthcare organizations. The company helps customers design, acquire, configure and manage information technology environments.

Its offerings include computers, servers, networking equipment, software, data storage, cybersecurity products, cloud solutions and collaboration tools. CDW also provides professional, managed and lifecycle services, including solution design, implementation, security support, cloud management and IT asset management.

Founded in 1984, CDW serves customers primarily in the United States, Canada and the United Kingdom through a combination of sales specialists, technology partners and digital commerce platforms.

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