CDW (NASDAQ:CDW) Reaches New 52-Week Low After Analyst Downgrade

CDW Corporation (NASDAQ:CDW) reached a new 52-week low during trading on Tuesday after Citigroup lowered their price target on the stock from $160.00 to $148.00. Citigroup currently has a neutral rating on the stock. CDW traded as low as $126.00 and last traded at $127.2840, with a volume of 179062 shares trading hands. The stock had previously closed at $131.75.

Several other analysts have also commented on the company. Evercore ISI reissued an “outperform” rating and issued a $180.00 price objective on shares of CDW in a report on Tuesday. Barclays dropped their price target on shares of CDW from $176.00 to $148.00 and set an “equal weight” rating on the stock in a research note on Wednesday, November 5th. Raymond James Financial upgraded shares of 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. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CDW in a report on Thursday, October 30th. Finally, UBS Group cut their target price on shares of CDW from $200.00 to $190.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, CDW currently has a consensus rating of “Moderate Buy” and an average price target of $171.00.

Insider Activity

In other news, insider Sona Chawla sold 7,400 shares of the stock in a transaction dated Monday, December 8th. The shares were 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 in the company, valued at $4,108,838.70. This represents a 20.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.84% of the stock is owned by insiders.

Trending Headlines about CDW

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Unusually large call buying — Traders bought ~3,680 CDW call options (a ~2,244% jump vs. average), signaling short‑term bullish interest or positioning ahead of events. Elevated call volume can lift stock volatility and indicates directional bets from options market participants. Options Activity
• Positive Sentiment: Analyst consensus remains constructive — Street consensus classifies CDW as a “Moderate Buy,” supporting demand from investors who follow analyst views and model‑driven buy lists. Analyst Consensus
• Neutral Sentiment: Upcoming earnings date set for Feb. 4 — Management will report Q4 and full‑year 2025 results and host a webcast; this provides a clear catalyst that could drive volatility and re‑rate consensus depending on guidance and margin commentary. Investors are likely positioning into this event. Earnings Release
• Neutral Sentiment: Partnership news in commercial solutions — A Geotab/CDWare tie‑up highlights CDW’s ecosystem reach into telematics/industry verticals; strategic partnerships support cross‑sell but are unlikely to move near‑term revenue meaningfully on their own. Partnership Announcement
• Negative Sentiment: Price‑target cut by Citigroup to $148 (neutral rating) — Citigroup trimmed its target from $160 to $148, reducing upside and signaling more cautious near‑term expectations; analyst revisions can weigh on sentiment and institutional flows. Citigroup Price Target
• Negative Sentiment: Sector and peer weakness / underperformance — Recent coverage notes U.S. IT hardware stocks sliding amid macro uncertainty and CDW underperformed peers on Tuesday, which can pressure multiple and create headwinds for near‑term shares. Sector Weakness Peer Underperformance

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Fenimore Asset Management Inc grew its position in shares of CDW by 0.4% in the third quarter. Fenimore Asset Management Inc now owns 1,141,082 shares of the information technology services provider’s stock valued at $181,752,000 after purchasing an additional 4,659 shares in the last quarter. Marshall Wace LLP grew its holdings in 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 in the last quarter. Sumitomo Mitsui Trust Group Inc. grew its holdings in CDW by 0.5% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 365,345 shares of the information technology services provider’s stock valued at $58,192,000 after buying an additional 1,793 shares in the last quarter. California State Teachers Retirement System grew its holdings in shares of CDW by 0.6% in the second quarter. California State Teachers Retirement System now owns 225,709 shares of the information technology services provider’s stock valued at $40,309,000 after purchasing an additional 1,242 shares during the period. Finally, SG Americas Securities LLC grew its holdings in shares of CDW by 1,622.9% in the second quarter. SG Americas Securities LLC now owns 202,238 shares of the information technology services provider’s stock valued at $36,118,000 after purchasing an additional 190,500 shares during the period. 93.15% of the stock is owned by hedge funds and other institutional investors.

CDW Trading Up 2.3%

The company has a quick ratio of 1.30, a current ratio of 1.39 and a debt-to-equity ratio of 2.21. The company’s 50-day moving average is $139.44 and its 200-day moving average is $155.22. The stock has a market capitalization of $16.61 billion, a price-to-earnings ratio of 16.11, a PEG ratio of 1.62 and a beta of 1.08.

CDW (NASDAQ:CDW) last posted its quarterly earnings results on Tuesday, November 4th. The information technology services provider reported $2.71 earnings per share for the quarter, beating the consensus estimate of $2.62 by $0.09. The business had revenue of $5.74 billion during the quarter, compared to analysts’ expectations of $5.75 billion. CDW had a net margin of 4.76% and a return on equity of 51.89%. Research analysts anticipate that CDW Corporation will post 9.41 earnings per share for the current fiscal year.

CDW Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Tuesday, November 25th were given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, November 25th. This is a positive change from CDW’s previous quarterly dividend of $0.63. CDW’s dividend payout ratio is 31.82%.

About CDW

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.