Border to Coast Pensions Partnership Ltd Acquires New Position in CDW Corporation $CDW

Border to Coast Pensions Partnership Ltd bought a new position in CDW Corporation (NASDAQ:CDW) in the 3rd quarter, Holdings Channel reports. The fund bought 186,146 shares of the information technology services provider’s stock, valued at approximately $29,649,000.

Several other large investors have also added to or reduced their stakes in CDW. Root Financial Partners LLC purchased a new stake in shares of CDW in the third quarter worth $26,000. Quent Capital LLC purchased a new position in shares of CDW during the 3rd quarter valued at $57,000. Covestor Ltd boosted its holdings in CDW by 87.9% in the 3rd quarter. Covestor Ltd now owns 483 shares of the information technology services provider’s stock worth $77,000 after buying an additional 226 shares during the period. Cary Street Partners Investment Advisory LLC increased its stake in CDW by 15.5% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 1,427 shares of the information technology services provider’s stock worth $255,000 after buying an additional 192 shares in the last quarter. Finally, Franklin Street Advisors Inc. NC purchased a new stake in CDW in the 3rd quarter worth $290,000. Hedge funds and other institutional investors own 93.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Barclays lowered their price objective on CDW from $176.00 to $148.00 and set an “equal weight” rating on the stock in a research report on Wednesday, November 5th. UBS Group lowered their price target on CDW from $200.00 to $190.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Citigroup dropped their price target on CDW from $160.00 to $148.00 and set a “neutral” rating for the company 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 price objective for the company in a report on Tuesday, November 25th. Finally, Evercore ISI reissued an “outperform” rating and issued a $180.00 target price on shares of CDW in a report on Tuesday, January 20th. 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $171.00.

Insider Buying and Selling

In other news, insider Sona Chawla sold 7,400 shares of the business’s 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 directly owned 28,110 shares in the company, valued at $4,108,838.70. The trade was a 20.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.84% of the stock is owned by company insiders.

Key CDW News

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus — CDW posted adjusted EPS of $2.57 and revenue of $5.51B, both ahead of Street estimates, driven by resilient IT spending. This topline and EPS beat is the primary catalyst lifting the stock. CDW beats fourth-quarter estimates (Reuters)
• Positive Sentiment: Management cites AI-led demand across customer segments — Management highlighted AI, cloud and small-business spending as drivers of durable demand, which supports upside to future revenue and services sales. CDW Sees AI Fueling Massive Demand (Benzinga)
• Positive Sentiment: Margins expanded and capital returned to shareholders — Commentary and reports note margin improvement, strong cash flow and ~$982M returned to shareholders (buybacks/dividends), which bolsters EPS outlook and investor confidence. Q4 beats and shareholder returns (Zacks)
• Positive Sentiment: Analyst sentiment and price targets skew constructive — Several firms have Buy/Strong Buy ratings and a median 6‑month target above current levels, supporting further upside if execution continues. Analyst coverage and targets (Quiver Quantitative)
• Positive Sentiment: Quarterly dividend declared — Board approved a $0.63 quarterly cash dividend (yield ~1.8%), underscoring capital allocation that complements buybacks and can attract income-oriented investors. Dividend declaration (Business Wire)
• Neutral Sentiment: Heavy intraday volume and attention — Trading volumes spiked and the name saw high search and tracking activity, which can amplify moves but is neutral on fundamentals unless sustained. Intraday volume and tracking data (Quiver Quantitative)
• Negative Sentiment: Insider sales and some institutional trimming — Recent open-market insider sales and notable reductions by several institutional holders are potential headwinds if the selling trend continues. Monitor future 13F/insider filings. Insider & institutional activity (Quiver Quantitative)

CDW Price Performance

Shares of CDW stock opened at $138.08 on Thursday. The firm has a market cap of $17.98 billion, a PE ratio of 17.43, a PEG ratio of 1.81 and a beta of 1.08. The stock has a 50 day moving average of $136.59 and a 200 day moving average of $151.66. The company has a current ratio of 1.39, a quick ratio of 1.30 and a debt-to-equity ratio of 2.21. CDW Corporation has a 12 month low of $123.08 and a 12 month high of $222.92.

CDW (NASDAQ:CDW) last issued its quarterly earnings data 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. The business had revenue of $5.51 billion for the quarter, compared to analysts’ expectations of $5.33 billion. CDW had a return on equity of 51.89% and a net margin of 4.76%.The company’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.48 EPS. On average, research analysts expect that CDW Corporation will post 9.41 EPS for the current fiscal year.

CDW Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a dividend of $0.63 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.52 dividend on an annualized basis and a yield of 1.8%. CDW’s dividend payout ratio is presently 31.82%.

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.