Capstone Capital Management Ltd Makes New Investment in CDW Corporation $CDW

Posted by Brian Himes on Oct 21st, 2026

Capstone Capital Management Ltd acquired a new position in CDW Corporation (NASDAQ:CDW – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund acquired 4,208 shares of the information technology services provider’s stock, valued at approximately $539,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Physician Wealth Advisors Inc. lifted its holdings in CDW by 2,083.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 786 shares of the information technology services provider’s stock worth $101,000 after buying an additional 750 shares during the period. Nisa Investment Advisors LLC grew its position in shares of CDW by 15,696.1% in the 3rd quarter. Nisa Investment Advisors LLC now owns 329,664 shares of the information technology services provider’s stock valued at $42,250,000 after buying an additional 327,577 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its position in shares of CDW by 9,978.5% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 1,645,222 shares of the information technology services provider’s stock valued at $210,852,000 after buying an additional 1,628,898 shares during the last quarter. Diversify Advisory Services LLC grew its position in shares of CDW by 88.3% in the 3rd quarter. Diversify Advisory Services LLC now owns 19,576 shares of the information technology services provider’s stock valued at $2,301,000 after buying an additional 9,179 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in shares of CDW by 725.3% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 142,283 shares of the information technology services provider’s stock valued at $18,235,000 after buying an additional 125,043 shares during the period. 93.15% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

CDW has been the subject of a number of analyst reports. Barclays lowered their price objective on CDW from $150.00 to $148.00 and set an “equal weight” rating for the company in a research report on Monday, September 21st. Weiss Ratings raised CDW from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, August 25th. Citigroup upped their target price on CDW from $123.00 to $145.00 and gave the company a “neutral” rating in a report on Monday, July 13th. Finally, Morgan Stanley increased their target price on shares of CDW from $170.00 to $171.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, CDW has an average rating of “Moderate Buy” and an average price target of $150.12.

View Our Latest Analysis on CDW

Insider Buying and Selling at CDW

In other news, insider Elizabeth Connelly sold 26,695 shares of CDW stock in a transaction on Friday, August 7th. The shares were sold at an average price of $137.62, for a total value of $3,673,765.90. Following the completion of the sale, the insider owned 34,215 shares in the company, valued at $4,708,668.30. The trade was a 43.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.82% of the stock is owned by corporate insiders.

CDW Trading Up 1.5%

NASDAQ CDW opened at $154.99 on Wednesday. The stock has a market capitalization of $19.38 billion, a P/E ratio of 18.63, a P/E/G ratio of 2.00 and a beta of 0.95. The business has a 50 day simple moving average of $143.43 and a 200 day simple moving average of $134.35. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.17 and a quick ratio of 1.05. CDW Corporation has a one year low of $97.12 and a one year high of $161.10.

CDW (NASDAQ:CDW – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The information technology services provider reported $2.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.80 by $0.11. The firm had revenue of $6.57 billion for the quarter, compared to analyst estimates of $6.21 billion. CDW had a return on equity of 50.61% and a net margin of 4.60%. The company’s revenue was up 10.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.60 earnings per share. Research analysts expect that CDW Corporation will post 10.33 earnings per share for the current year.

CDW Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Tuesday, August 25th were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $2.52 annualized dividend and a dividend yield of 1.6%. CDW’s dividend payout ratio (DPR) is 30.29%.

About CDW

(Free Report)

CDW Corporation (NASDAQ: CDW) is a provider of technology products and services for business, government, education and healthcare organizations. The company helps customers plan, procure, implement and manage information technology solutions from leading hardware, software and cloud vendors.

Its offerings include computers, servers, networking equipment, data-storage systems, cybersecurity products, collaboration tools, software licensing and cloud solutions. CDW also provides professional and managed services, including technology consulting, infrastructure deployment, cloud management, security support and lifecycle services.

Founded in 1984 as Computer Discount Warehouse, CDW serves customers primarily in the United States, Canada and the United Kingdom through sales teams, digital channels and technology partnerships.