CDW (NASDAQ:CDW) Price Target Raised to $142.00

CDW (NASDAQ:CDW) had its price objective lifted by Morgan Stanley from $141.00 to $142.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have an equal weight rating on the information technology services provider’s stock.

Several other equities analysts have also commented on the company. Weiss Ratings reissued a “hold (c-)” rating on shares of CDW in a report on Tuesday, January 27th. Barclays decreased 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. Evercore reaffirmed an “outperform” rating and issued a $180.00 price objective on shares of CDW in a research note on Tuesday, January 20th. Raymond James Financial raised shares of CDW from an “outperform” rating to a “strong-buy” rating and set a $185.00 target price on the stock in a report on Tuesday, November 25th. Finally, Citigroup boosted their price target on shares of CDW from $148.00 to $150.00 and gave the stock a “neutral” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, CDW currently has an average rating of “Moderate Buy” and an average price target of $160.43.

CDW Price Performance

Shares of NASDAQ:CDW opened at $142.62 on Thursday. The company’s fifty day moving average price is $136.49 and its 200-day moving average price is $151.14. The company has a debt-to-equity ratio of 1.77, a current ratio of 1.18 and a quick ratio of 1.30. The firm has a market capitalization of $18.57 billion, a price-to-earnings ratio of 17.63, a PEG ratio of 2.05 and a beta of 1.08. CDW has a one year low of $123.08 and a one year high of $200.27.

CDW (NASDAQ:CDW) last announced its earnings results on Wednesday, February 4th. The information technology services provider reported $2.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.44 by $0.13. CDW had a net margin of 4.76% and a return on equity of 50.66%. The company had revenue of $5.51 billion during the quarter, compared to analyst estimates of $5.33 billion. During the same period in the previous year, the business earned $2.48 earnings per share. The firm’s quarterly revenue was up 6.3% compared to the same quarter last year. On average, equities research analysts anticipate that CDW will post 9.41 earnings per share for the current fiscal year.

CDW Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Wednesday, February 25th. CDW’s dividend payout ratio is currently 31.15%.

Insider Buying and Selling at CDW

In related news, insider Sona Chawla sold 7,400 shares of the firm’s stock in a transaction that occurred 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 sale, the insider owned 28,110 shares of the company’s stock, valued at $4,108,838.70. This trade represents a 20.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.84% of the stock is owned by company insiders.

Hedge Funds Weigh In On CDW

Several hedge funds and other institutional investors have recently modified their holdings of CDW. FourThought Financial Partners LLC purchased a new position in CDW in the fourth quarter worth about $264,000. Covestor Ltd increased its holdings in CDW by 53.4% in the 4th quarter. Covestor Ltd now owns 741 shares of the information technology services provider’s stock worth $101,000 after acquiring an additional 258 shares in the last quarter. Handelsbanken Fonder AB boosted its position in shares of CDW by 45.2% in the fourth quarter. Handelsbanken Fonder AB now owns 35,545 shares of the information technology services provider’s stock worth $4,841,000 after purchasing an additional 11,070 shares during the period. TD Private Client Wealth LLC increased its stake in shares of CDW by 8,817.8% in the fourth quarter. TD Private Client Wealth LLC now owns 8,026 shares of the information technology services provider’s stock worth $1,093,000 after purchasing an additional 7,936 shares in the last quarter. Finally, Canada Post Corp Registered Pension Plan raised its position in shares of CDW by 38.3% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 2,530 shares of the information technology services provider’s stock valued at $345,000 after purchasing an additional 700 shares during the period. 93.15% of the stock is owned by institutional investors.

Key Headlines Impacting CDW

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Q4 results and market reaction — Reports show CDW delivered strong Q4 performance and the stock gapped up on the earnings/reaction, supporting near-term momentum. CDW Shares Gap Up on Strong Earnings
• Positive Sentiment: Management outlook: CDW is targeting mid-single-digit EPS growth for 2026 and highlighted AI adoption across its end markets — a constructive signal for revenue mix and margin leverage. CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets
• Positive Sentiment: Operational tailwinds — coverage highlights record margins driven by AI, cloud services and share buybacks, which help EPS even if top-line growth is modest. CDW Leans on AI, Cloud and Buybacks
• Neutral Sentiment: Analyst views are mixed — broader pieces note divergent opinions across the Street, leaving sentiment balanced rather than uniformly bullish or bearish. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Small/offsetting analyst moves — Morgan Stanley nudged its target slightly to $142 (equal weight), a largely neutral signal given the tiny change. Morgan Stanley price target move
• Neutral Sentiment: Short-interest data is effectively immaterial (reported as zero in the snapshot), so short activity isn’t currently a driver.
• Negative Sentiment: Price-target cut from JPMorgan — JPM lowered its target from $170 to $160 and kept a neutral rating, which is a modest negative for upside expectations. JPMorgan price target cut
• Negative Sentiment: Conflicting earnings narrative — one transcript source circulated a lower EPS figure (claims of a miss), creating some short-term noise and potential confusion among investors until reconciled. Q4 2025 Earnings Call Transcript

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.