Market Cap
$16.0B
CDW
CDW Corp
$133.29 ▼ -1.87%
Prev close $135.83Market cap$16.0B
ConsensusBuy
12-mo target$158.67 (+19.0%)
▲ Bullish
Analyst conviction 7/10
Insider Buying Cluster (2 insiders)30 New Institutional Positions20 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on CDW right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (69%)
Inst. Holders
50 funds
Inst. Value
$14.8B
Inst. Activity
30 buys / 20 sells
Insider Activity
$2.5M buy / $3.7M sell
Insider Net $
-$1.2M
SEC Reports
6
Congressional
2 trades
Price chart 30d -13.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 Insider
Sanderson Katherine Elizabeth surrendered for taxes 231.81 shares
See Remarks @ $153.74 ($35.6K)
Sep 24, 2026 short_volume
Short Volume: CDW — 66.8% short (0.4M / 0.7M)
Short: 444,269 | Exempt: 1 | TRF Vol: 664,752 | Short Ratio: 66.8% | Off-exchange volume (dark pool
Sep 22, 2026 Event
HSR Early Termination: CDW Corporation; Analytics and Insights Holdings, LLC
The FTC granted early termination of the HSR Act waiting period for a transaction involving CDW Corp
Sep 10, 2026 Insider
ADDICOTT VIRGINIA C. was granted 82.13 shares
Director @ $142.60 ($11.7K)
Sep 10, 2026 Insider
Aug 26, 2026 SEC KULEVICH FREDERICK J. was granted 184.67 shares
See Remarks @ $142.60 ($26.3K)
CDW's Q2 2026 earnings (revenue beat, EPS beat, but gross margin compression and cash flow decline) triggered a sharp in
INST-CLUSTER — Impact 6/10
Aug 19, 2026 Congress
Aug 5, 2026 SEC Gilbert Cisneros buy
$1,001 - $15,000 — House
CDW reported Q2 2026 revenue of $6.57B (up 10.0% YoY, beating $6.21B consensus) and non-GAAP EPS of $2.91 (beating $2.80
8-K — Impact 5/10
Analyst ratings buy % -2.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
69% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 23, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| May 27, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 7, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 5 | 0 | 0 | 69% | |
| Aug 1, 2026 | 4 | 7 | 5 | 0 | 0 | 69% | |
| Jul 1, 2026 | 4 | 7 | 5 | 0 | 0 | 69% | |
| Jun 1, 2026 | 4 | 7 | 6 | 0 | 0 | 65% | |
| May 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Apr 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Mar 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Feb 1, 2026 | 3 | 8 | 6 | 0 | 0 | 65% |
Price targets
Where 9 covering analysts think CDW trades over the next 12 months.
$158.67 +19.0% upside Buy
Current$133.29 Low$148.00 Median$159.00 High$171.00 9 analysts
$148.00$171.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 3.7/10.
MIXEDINST-CLUSTER6/10
CDW's Q2 2026 earnings (revenue beat, EPS beat, but gross margin compression and cash flow decline)
Aug 26, 2026
MIXED8-K5/10
CDW reported Q2 2026 revenue of $6.57B (up 10.0% YoY, beating $6.21B consensus) and non-GAAP EPS of
Aug 5, 2026
NEUTRAL8-K2/10
CDW Corp filed an 8-K announcing the planned retirement of CFO Albert J. Miralles in 2027 after a su
Aug 5, 2026
NEUTRAL8-K3/10
CDW's Board authorized a $1 billion increase to its share repurchase program, incremental to the app
May 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: CDW — 66.8% short (0.4M / 0.7M)
Short: 444,269 | Exempt: 1 | TRF Vol: 664,752 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
Enforcement
HSR Early Termination: CDW Corporation; Analytics and Insights Holdings, LLC
The FTC granted early termination of the HSR Act waiting period for a transaction involving CDW Corporation; Analytics and Insights Holdings, LLC.
Sep 22, 2026
short_volume
Short Volume: CDW — 68.5% short (0.5M / 0.7M)
Short: 464,155 | Exempt: 0 | TRF Vol: 677,555 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: CDW — 67.3% short (0.4M / 0.5M)
Short: 366,309 | Exempt: 2 | TRF Vol: 543,978 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: CDW — 68.3% short (0.6M / 0.9M)
Short: 598,010 | Exempt: 3 | TRF Vol: 875,378 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.96 | $2.88–$3.20 | 9.2% | +0.9% | 6↑ 1↓ | $6.2B | 10 |
| Next Q | $2.82 | $2.73–$2.88 | 9.8% | +0.0% | 6↑ 2↓ | $5.8B | 10 |
| Current FY | $10.96 | $10.86–$11.20 | 9.4% | +0.3% | 7↑ 1↓ | $24.2B | 10 |
| Next FY | $12.02 | $11.43–$12.67 | 9.6% | +0.7% | 7↑ 1↓ | $25.1B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.959 | — |
| 7d ago | $2.954 | +0.005 |
| 30d ago | $2.932 | +0.027 |
| 60d ago | $2.900 | +0.059 |
| 90d ago | $2.866 | +0.093 |
Institutional ownership
Which big funds own CDW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $14.8B total value (105,673,141 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,238,070 | $2.1B | 14.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,341,169 | $1.2B | 7.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,197,577 | $1.2B | 7.8% | — |
| STATE STREET CORP | 5,779,688 | $812.9M | 5.5% | — |
| HARRIS ASSOCIATES L P | 5,543,451 | $779.6M | 5.3% | — |
| Boston Partners | 5,256,810 | $739.3M | 5.0% | ADD +33.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,890,627 | $547.5M | 3.7% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3,777,585 | $531.3M | 3.6% | ADD +86.3% |
| Invesco Ltd. | 3,758,500 | $528.6M | 3.6% | — |
| MORGAN STANLEY | 3,572,175 | $502.4M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | ADD | 3,935,998 | 5,256,810 | +33.6% | $739.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 2,027,480 | 3,777,585 | +86.3% | $531.3M |
| PZENA INVESTMENT MANAGEMENT LLC | DOUBLED | 1,115,535 | 2,638,900 | +136.6% | $371.1M |
| Alyeska Investment Group, L.P. | DOUBLED | 624,435 | 1,854,952 | +197.1% | $260.9M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,259,204 | 1,813,551 | +44.0% | $255.1M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 2,000,699 | 1,336,728 | -33.2% | $188.0M |
| Point72 Asset Management, L.P. | DOUBLED | 19,389 | 1,018,144 | +5151.1% | $143.2M |
| UBS Group AG | DOUBLED | 391,004 | 1,003,846 | +156.7% | $141.2M |
| Freestone Grove Partners LP | NEW | — | 818,292 | — | $115.1M |
| NORGES BANK | NEW | — | 675,892 | — | $95.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$1.2M — $2.5M bought, $3.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Sanderson Katherine Elizabeth | See Remarks | TAX W/H | 231.81 | $153.74 | $35.6K |
| Sep 10, 2026 | ADDICOTT VIRGINIA C. | Director | AWARD | 82.13 | $142.60 | $11.7K |
| Sep 10, 2026 | KULEVICH FREDERICK J. | See Remarks | AWARD | 184.67 | $142.60 | $26.3K |
| Sep 10, 2026 | CONNELLY ELIZABETH H. | See Remarks | AWARD | 237.88 | $142.60 | $33.9K |
| Sep 10, 2026 | TAN HANG | See Remarks | AWARD | 212.8 | $142.60 | $30.3K |
| Sep 10, 2026 | Grier Kelly J | Director | AWARD | 7.18 | $142.60 | $1.0K |
| Sep 10, 2026 | Foxx Anthony R | Director | AWARD | 29.71 | $142.60 | $4.2K |
| Sep 10, 2026 | Sanderson Katherine Elizabeth | See Remarks | AWARD | 243.04 | $142.60 | $34.7K |
| Sep 10, 2026 | MIRALLES ALBERT JOSEPH JR | See Remarks | AWARD | 299.33 | $142.60 | $42.7K |
| Sep 10, 2026 | CLARIZIO LYNDA M | Director | AWARD | 7.18 | $142.60 | $1.0K |
Congressional trades
CDW trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CDW Corp | Sep 11, 2026(24d) |
| Feb 24, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | CDW Corp | Mar 11, 2026(16d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CDW.
Shares short
9,496,316
Settlement Sep 15, 2026
Change vs prior
+4.5%
Semi-monthly cycle
Days to cover
6.2
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All CDW filing & press-release reports (6)
- INST-CLUSTER reportAug 26, 2026
- 8-K reportAug 5, 2026
- 8-K reportAug 5, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 6, 2026
- 8-K reportMay 1, 2026