CDW
About: CDW Corp is a multi-brand provider of information technology ("IT") solutions to small, medium, and large business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's broad array of offerings ranges from discrete hardware and software products to integrated IT solutions and services that include on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. The company has three operating segments namely, Corporate, Small Business, and Public. The Corporate segment generates the majority of its revenue and primarily serves US private sector business customers with more than 250 employees.
Employees: 250
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
0.31% more ownership
Funds ownership: 91.88% [Q3] → 92.19% (+0.31%) [Q4]
5% less funds holding
Funds holding: 881 [Q3] → 834 (-47) [Q4]
14% less call options, than puts
Call options by funds: $70.1M | Put options by funds: $81.2M
20% less funds holding in top 10
Funds holding in top 10: 15 [Q3] → 12 (-3) [Q4]
22% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 134
23% less capital invested
Capital invested by funds: $27.7B [Q3] → $21.4B (-$6.32B) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 362
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley Erik Woodring 32% 1-year accuracy 10 / 31 met price target | 25%upside $201 | Equal-Weight Maintained | 6 Feb 2025 |
Barclays George Wang 39% 1-year accuracy 7 / 18 met price target | 38%upside $223 | Equal-Weight Maintained | 6 Feb 2025 |
UBS David Vogt 33% 1-year accuracy 5 / 15 met price target | 37%upside $220 | Buy Maintained | 7 Jan 2025 |
Financial journalist opinion
