Zacks Research Issues Positive Estimate for CDW Earnings

CDW Corporation (NASDAQ:CDW) – Equities research analysts at Zacks Research increased their Q1 2026 earnings per share estimates for shares of CDW in a research note issued on Wednesday, February 25th. Zacks Research analyst Team now forecasts that the information technology services provider will post earnings of $2.13 per share for the quarter, up from their previous forecast 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.

CDW (NASDAQ:CDW) last released its earnings results on Wednesday, February 4th. The information technology services provider reported $2.57 EPS for the quarter, beating the consensus estimate of $2.44 by $0.13. CDW had a return on equity of 50.66% and a net margin of 4.76%.The company had revenue of $5.51 billion during the quarter, compared to analysts’ expectations of $5.33 billion. During the same period in the prior year, the business posted $2.48 EPS. The business’s revenue was up 6.3% on a year-over-year basis.

Several other research firms also recently weighed in on CDW. Weiss Ratings reissued a “hold (c-)” rating on shares of CDW in a research report on Tuesday, January 27th. Evercore reissued an “outperform” rating and issued a $180.00 price objective on shares of CDW in a report on Tuesday, January 20th. Morgan Stanley increased their target price on CDW from $141.00 to $142.00 and gave the stock an “equal weight” rating in a report on Thursday, February 5th. UBS Group decreased their target price on CDW from $190.00 to $162.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Finally, Barclays lowered their price target on CDW from $148.00 to $144.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $160.43.

CDW Trading Down 0.6%

CDW opened at $122.64 on Monday. CDW has a 12-month low of $118.44 and a 12-month 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 stock has a market capitalization of $15.82 billion, a PE ratio of 15.16, a P/E/G ratio of 1.69 and a beta of 1.06. The firm’s fifty day moving average price is $131.29 and its 200 day moving average price is $146.34.

CDW Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.63 per share. 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 payout ratio is currently 31.15%.

Insider Activity

In related 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 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.90% of the company’s stock.

Hedge Funds Weigh In On CDW

Institutional investors and hedge funds have recently bought and sold shares of the stock. Align Financial LLC bought a new position in CDW during the 4th quarter valued at $1,929,000. California State Teachers Retirement System lifted its stake in CDW by 2.3% during the fourth quarter. California State Teachers Retirement System now owns 230,692 shares of the information technology services provider’s stock valued at $31,420,000 after buying an additional 5,121 shares in the last quarter. Van ECK Associates Corp boosted its holdings in shares of CDW by 9.8% in the fourth quarter. Van ECK Associates Corp now owns 27,910 shares of the information technology services provider’s stock worth $3,801,000 after buying an additional 2,498 shares during the period. Campbell & CO Investment Adviser LLC purchased a new position in shares of CDW in the fourth quarter worth approximately $351,000. Finally, Brown Brothers Harriman & Co. lifted its position in shares of CDW by 38.6% in the 4th quarter. Brown Brothers Harriman & Co. now owns 912 shares of the information technology services provider’s stock valued at $124,000 after acquiring an additional 254 shares in the last quarter. Institutional investors own 93.15% of the company’s stock.

Key Stories Impacting CDW

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)

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.