Zacks Research Brokers Raise Earnings Estimates for CDW

CDW Corporation (NASDAQ:CDW) – Analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for CDW in a report issued on Wednesday, February 25th. Zacks Research analyst Team now expects that the information technology services provider will post earnings of $2.13 per share for the quarter, up from their previous estimate of $2.06. The consensus estimate for CDW’s current full-year earnings is $9.41 per share. Zacks Research also issued estimates for CDW’s Q2 2026 earnings at $2.58 EPS, Q3 2026 earnings at $2.71 EPS, Q4 2026 earnings at $2.58 EPS, FY2026 earnings at $9.99 EPS, Q1 2027 earnings at $2.30 EPS, Q2 2027 earnings at $2.34 EPS, Q3 2027 earnings at $2.86 EPS, Q4 2027 earnings at $3.43 EPS and FY2027 earnings at $10.93 EPS.

Several other analysts have also issued reports on CDW. Weiss Ratings reiterated a “hold (c-)” rating on shares of CDW in a report on Tuesday, January 27th. Citigroup raised their price objective on shares of CDW from $148.00 to $150.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. decreased their target price on shares of CDW from $170.00 to $160.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Barclays dropped their price target on shares of CDW from $148.00 to $144.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. Finally, Evercore restated an “outperform” rating and set a $180.00 price target on shares of CDW in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.43.

CDW Price Performance

NASDAQ CDW opened at $122.64 on Monday. CDW has a 52-week low of $118.44 and a 52-week high of $192.30. The company has a debt-to-equity ratio of 1.77, a current ratio of 1.18 and a quick ratio of 1.10. The firm has a market capitalization of $15.82 billion, a price-to-earnings ratio of 15.16, a price-to-earnings-growth ratio of 1.69 and a beta of 1.06. The company has a 50 day simple moving average of $131.29 and a 200-day simple moving average of $146.34.

CDW (NASDAQ:CDW) last announced its quarterly earnings data on Wednesday, February 4th. The information technology services provider reported $2.57 EPS for the quarter, topping analysts’ consensus estimates of $2.44 by $0.13. CDW had a return on equity of 50.66% and a net margin of 4.76%.The firm had revenue of $5.51 billion during the quarter, compared to analyst estimates of $5.33 billion. During the same period last year, the company posted $2.48 EPS. The business’s quarterly revenue was up 6.3% compared to the same quarter last year.

CDW Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a $0.63 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $2.52 dividend on an annualized basis and a yield of 2.1%. CDW’s dividend payout ratio (DPR) is presently 31.15%.

Insider Buying and Selling

In other CDW news, insider Sona Chawla sold 7,400 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $146.17, for a total transaction of $1,081,658.00. Following the completion of the transaction, the insider owned 28,110 shares of the company’s stock, valued at $4,108,838.70. The trade was a 20.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On CDW

Several large investors have recently made changes to their positions in the business. Jones Financial Companies Lllp grew its holdings in CDW by 316.0% in the 1st quarter. Jones Financial Companies Lllp now owns 4,896 shares of the information technology services provider’s stock valued at $785,000 after buying an additional 3,719 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of CDW by 1.2% during the first quarter. Empowered Funds LLC now owns 18,076 shares of the information technology services provider’s stock worth $2,897,000 after buying an additional 216 shares during the last quarter. Achmea Investment Management B.V. boosted its position in shares of CDW by 13.5% in the second quarter. Achmea Investment Management B.V. now owns 7,245 shares of the information technology services provider’s stock valued at $1,294,000 after acquiring an additional 859 shares during the period. Campbell & CO Investment Adviser LLC grew its stake in shares of CDW by 48.8% in the second quarter. Campbell & CO Investment Adviser LLC now owns 6,433 shares of the information technology services provider’s stock worth $1,149,000 after acquiring an additional 2,111 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp grew its stake in shares of CDW by 0.9% in the second quarter. Mitsubishi UFJ Trust & Banking Corp now owns 84,356 shares of the information technology services provider’s stock worth $15,065,000 after acquiring an additional 731 shares during the last quarter. Institutional investors and hedge funds own 93.15% of the company’s stock.

CDW News Roundup

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Zacks raised full‑year and near‑term estimates — notably FY2026 to $9.99 and FY2027 to $10.93, and lifted several quarterly views (Q1 2026, Q2 2026, Q4 2026, Q1 2027, Q4 2027). These upgrades imply improved medium‑term earnings expectations. Zacks Research estimate increases (MarketBeat)
• Neutral Sentiment: Zacks issued an FY2028 earnings estimate (new coverage/estimate published) — the note signals analysts are extending their modeling horizon but the immediate directional impact is unclear until details on the FY2028 figure and assumptions are digested. FY2028 Earnings Estimate for CDW Issued By Zacks Research
• Negative Sentiment: Zacks cut several mid‑to‑late 2026/2027 quarter estimates — most notably Q2 2027 (from $3.10 to $2.34) and Q3 2027 (from $3.34 to $2.86), and trimmed Q3 2026 slightly. Those downgrades suggest near‑term softness or timing changes in revenue/contract delivery that could pressure near‑term sentiment. Zacks Research estimate cuts (MarketBeat)

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.