
CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

111 Capital grew its holdings in shares of CDW Corporation (NASDAQ: CDW) by 248.6% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 6,410 shares of the information technology services provider's stock after acquiring an additional 4,571 shares during the period. 111 Capital's holdings in CDW

Exploring the Fourth Quarter 2025 N-PORT Filing Bill Nygren (Trades, Portfolio) recently submitted the N-PORT filing for the fourth quarter of 2025, providing

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) today announced that Albert J. Miralles, chief financial officer and executive vice president, enterprise business operations, CDW, will participate in a question and answer session at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, California on Monday, March 2, 2026, at 12:00 p.m. CT/10:00 a.m. PT. The session will be webcast live on investor.cdw.com. An archived copy of the webcast will be avai.

Insight into Wallace Weitz (Trades, Portfolio)'s Strategic Moves in Q4 2025 Wallace Weitz (Trades, Portfolio) recently submitted the 13F filing for the fourth

CDW Corp. remains a hold as near-term growth catalysts are lacking, despite Q4 2025 results exceeding expectations. CDW's shift toward higher-value solutions, services, and cloud/AI offerings is driving margin durability and a more resilient growth outlook. Corporate segment weakness and pull-forward demand dynamics limit overall growth visibility and weigh on potential re-acceleration.

Fourth Quarter Net Sales: $5.5 billion, up 5% year-over-year.Fourth Quarter Gross Profit: $1.25 billion, up 9% year-over-year.Fourth Quarter Non-GAAP Operating

CDW Corporation (CDW) Q4 2025 Earnings Call Transcript

CDW beat Q4 2025 EPS and sales estimates as small business demand surged, margins expanded and management returned $982M to shareholders.

The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CDW (CDW) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.48 per share a year ago.

CDW beat fourth-quarter sales and profit estimates on Wednesday, as clients continue to invest in artificial intelligence and cloud adoption.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.630 per common share will be paid on March 10, 2026 to all stockholders of record as of the close of business on February 25, 2026. “Dividends represent an important component of our capital allocation priorities, along with share repurchases, strategic M&A and managing our capital structure," said Albert J. Miralles, chief financial officer.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31, 2025 2024 Percent Change 2025 2024 Percent Change Net sales $ 5,511.0 $ 5,186.0 6.3 % $ 22,424.1 $ 20,998.7 6.8 % Gross profit $ 1,254.4 $ 1,155.3 8.6 $ 4,873.4 $ 4,602.4 5.9 Gross profit margin 22.8 % 22.3 % 21.7 % 21.9 % Operating income $ 430.7 $ 408.6 5.4 $ 1,655.6 $.

CDW is set to report Q4 2025 results with management guiding a slight EPS decline as government and education demand stay weak amid uncertainty.

Top 15 High-Growth Dividend Stocks For February 2026

Oakmark U.S. Large Value Strategy portfolio's return was 4.79% (net) for the reporting period vs. Russell 1000 Value Index that returned 3.81% for the same period.

CDW (CDW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Allstate Corp acquired a new position in shares of CDW Corporation (NASDAQ: CDW) in the undefined quarter, according to its most recent filing with the SEC. The fund acquired 5,169 shares of the information technology services provider's stock, valued at approximately $823,000. Other hedge funds and other institutional investors have also made changes