CDW Corporation $CDW Stock: Hohimer Wealth Management LLC Boosts Position

Posted by Geri Gentry on Nov 9th, 2026

Hohimer Wealth Management LLC increased its holdings in CDW Corporation (NASDAQ:CDW – Free Report) by 199.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,782 shares of the information technology services provider’s stock after buying an additional 84,480 shares during the quarter. CDW comprises approximately 1.2% of Hohimer Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Hohimer Wealth Management LLC’s holdings in CDW were worth $16,248,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of CDW. Kendall Capital Management purchased a new stake in shares of CDW in the 2nd quarter valued at $3,584,000. Man Group plc acquired a new stake in shares of CDW in the second quarter worth $1,262,000. Raiffeisen Bank International AG increased its stake in shares of CDW by 17,453.5% in the second quarter. Raiffeisen Bank International AG now owns 15,096 shares of the information technology services provider’s stock worth $2,111,000 after acquiring an additional 15,010 shares during the period. Pzena Investment Management LLC acquired a new stake in shares of CDW in the second quarter worth $371,135,000. Finally, Jupiter Topco LLC purchased a new position in shares of CDW during the second quarter worth $300,073,000. Institutional investors and hedge funds own 93.15% of the company’s stock.

CDW Stock Performance

NASDAQ:CDW opened at $157.00 on Monday. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.15 and a current ratio of 1.26. The company has a fifty day moving average of $148.73 and a two-hundred day moving average of $133.76. The stock has a market capitalization of $19.60 billion, a PE ratio of 18.32, a P/E/G ratio of 1.39 and a beta of 0.92. CDW Corporation has a fifty-two week low of $97.12 and a fifty-two week high of $172.47.

CDW (NASDAQ:CDW – Get Free Report) last announced its earnings results on Wednesday, November 4th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.98 by $0.28. CDW had a net margin of 4.48% and a return on equity of 52.23%. The business had revenue of $6.75 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business earned $2.71 earnings per share. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. As a group, research analysts forecast that CDW Corporation will post 10.33 earnings per share for the current fiscal year.

CDW Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be issued a $0.68 dividend. This represents a $2.72 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Wednesday, November 25th. This is an increase from CDW’s previous quarterly dividend of $0.63. CDW’s payout ratio is 29.40%.

Key Headlines Impacting CDW

Here are the key news stories impacting CDW this week:

Positive Sentiment: Q3 results beat expectations. CDW reported adjusted EPS of $3.26 versus the $2.98 consensus and revenue of $6.75 billion versus $6.19 billion, with sales up 17.7% year over year. The company also raised its gross-profit outlook and signaled low-double-digit 2026 adjusted EPS growth. CDW sees double-digit growth in third quarter
Positive Sentiment: Analysts raised price targets. JPMorgan and UBS moved their targets to $195, while Citigroup raised its target to $170 and maintained a neutral rating. Northcoast Research also raised its target, to $204. The upgrades reinforce optimism following the results. Citigroup target change
Positive Sentiment: CDW increased its dividend. The quarterly payout rose 7.9% to $0.68 per share, signaling stronger shareholder returns. CDW dividend increase and risks
Neutral Sentiment: Lovelytics acquisition adds a growth opportunity and investment cost. CDW acquired the data and analytics firm for $525 million; the deal may broaden its capabilities, but investors will assess integration and returns. Lovelytics sale to CDW
Negative Sentiment: Financial and valuation risks remain. Commentary has flagged rising debt and shrinking margins, while questions about whether the shares already reflect strong results could limit upside. Evercore ISI also removed CDW from its TAP Outperform list. CDW valuation, results and Lovelytics deal

Analysts Set New Price Targets

Several research firms have commented on CDW. Morgan Stanley upped their price target on shares of CDW from $170.00 to $171.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Weiss Ratings upgraded CDW from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, August 25th. UBS Group lifted their price objective on CDW from $159.00 to $195.00 and gave the company a “buy” rating in a research note on Thursday. Barclays decreased their price objective on CDW from $150.00 to $148.00 and set an “equal weight” rating for the company in a report on Monday, September 21st. Finally, JPMorgan Chase & Co. upped their target price on CDW from $170.00 to $195.00 and gave the stock an “overweight” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $167.38.

Check Out Our Latest Analysis on CDW

CDW Profile

(Free Report)

CDW Corporation is a provider of information technology products and services to businesses, government agencies, educational institutions and healthcare organizations. The company helps customers select, purchase, implement and manage technology solutions.

Its offerings include computers and other hardware, software, cloud services, cybersecurity, networking, data center infrastructure and collaboration tools. CDW also provides consulting, integration and ongoing technology support, helping customers plan and operate their IT environments.

Founded in 1984 as Computer Discount Warehouse, the company later adopted the CDW name.