CDW Corp Stock Price, News & Analysis

CDW Corporation (NASDAQ: CDW) has formed a strategic partnership with Asato Corporation to integrate Asato's AI-powered business observability platform into CDW's solutions portfolio. The partnership aims to help CIOs unify fragmented IT data across enterprise systems, cloud environments, and SaaS platforms.

The collaboration, built on 12 months of successful pilot deployments, offers a secure, enterprise-ready solution that helps organizations identify waste, prevent renewal risks, and optimize resource allocation. The AI-native platform integrates directly into workflows, eliminating the need for additional dashboards.

The SaaS platform is now available through CDW, with pilot customers already reporting improved efficiency and visibility across their IT infrastructure.

CDW Corporation (CDW) has declared a quarterly cash dividend of $0.625 per share, payable on June 10, 2025, to stockholders of record as of May 26, 2025. The company's CFO Albert J. Miralles highlighted that since their IPO in June 2013, CDW's dividend has increased nearly fifteen-fold with eleven consecutive years of increases. The company has returned approximately $7.4 billion to stockholders through share repurchases and dividends. CDW's capital allocation strategy focuses on dividends, share repurchases, strategic M&A, and capital structure management.

CDW Corporation reported strong Q1 2025 financial results with net sales of $5.2 billion, up 6.7% from Q1 2024. The company achieved net income of $224.9 million ($1.69 per diluted share), a 4.1% increase year-over-year. Key performance metrics include gross profit of $1.12 billion (21.6% margin) and operating income of $361.4 million. Growth was driven by increased demand for notebooks/mobile devices, desktops, software and services. The Corporate segment saw 6.3% growth, Small Business grew 7.9%, and Public segment increased 10.6%, with notable strength in Healthcare (19.5%) and Education (11.1%). The Board approved a quarterly dividend of $0.625 per share. CDW maintains its target of exceeding US IT market growth by 200-300 basis points on a constant currency basis.

CDW Corporation (Nasdaq: CDW) has announced its upcoming participation in the J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference in Boston, Massachusetts.

Key details:

• Speakers: Christine A. Leahy (Chair and CEO) and Albert J. Miralles (CFO and Executive VP of Enterprise Business Operations)
• Date: Tuesday, May 13, 2025
• Time: 8:30 a.m. CT/9:30 a.m. ET
• Format: Question and answer session

The session will be accessible through a live webcast on investor.cdw.com. An archived version of the webcast will remain available on the website for 30 days after the event.

CDW (Nasdaq: CDW) has scheduled its first quarter 2025 earnings conference call for Wednesday, May 7, 2025, at 7:30 a.m. CT/8:30 a.m. ET. The company will host a webcast featuring audio and presentation slides, accessible through investor.CDW.com.

Investors are advised to register and complete any necessary software installation at least fifteen minutes before the call. The earnings press release and presentation materials will be available on the investor website before the conference call. A recorded replay will be made available on the same platform after the event.

CDW Canada has released its annual Canadian Cybersecurity Study revealing significant trends in cybersecurity landscape. While cyberattacks have decreased in frequency, their impact has intensified, with 87% of Canadian organizations reporting security incidents and experiencing an average downtime of 14 days.

The study highlights challenges in Generative AI adoption, with organizations conducting an average of 17 GenAI proof-of-concepts, but only 28% successfully transitioning to production. Major barriers include data privacy concerns (64%), skills shortages (57%), and system integration complexities (44%).

The research also reveals that 61% of Canadian organizations report public cloud environments as most impacted by cyberattacks. Organizations with annual security testing reported fewer infiltrations and breaches. Additionally, 41% of organizations have adopted Managed Detection and Response (MDR) services, with 37% planning future adoption.

CDW (Nasdaq: CDW), a leading multi-brand provider of IT solutions, has announced its participation in the upcoming Morgan Stanley Technology, Media & Telecom Conference in San Francisco. Albert J. Miralles, senior vice president and chief financial officer, will engage in a question and answer session on Tuesday, March 4, 2025, at 10:30 a.m. CT/8:30 a.m. PT.

The session will be accessible through a live webcast on investor.cdw.com, with the recording remaining available for 180 days after the event. CDW serves business, government, education, and healthcare customers across the United States, the United Kingdom, and Canada.

CDW (Nasdaq: CDW) announced a significant expansion of its shareholder return program, including a $750 million increase to its share repurchase authorization and a quarterly cash dividend declaration of $0.625 per share. The dividend represents a 1% increase from the previous year and will be paid on March 11, 2025, to stockholders of record as of February 25, 2025.

The new repurchase authorization adds to approximately $588 million remaining from the previous program as of December 31, 2024. Since its IPO in June 2013, CDW has returned over $7.2 billion to stockholders through dividends and share repurchases, with the dividend growing nearly fifteen-fold from its initial level.

CDW (Nasdaq:CDW) reported its Q4 and full-year 2024 results. Q4 net sales increased 3.3% to $5,186 million, while full-year sales decreased 1.8% to $20,999 million. Q4 net income declined 10.8% to $264.2 million, with earnings per diluted share at $1.97, down 9.8% from the previous year.

The company's Board approved a $750 million increase to its share repurchase authorization and declared a quarterly cash dividend of $0.625 per share, representing a 1% increase year-over-year. Despite challenging market conditions, CDW saw improvements in certain end-markets during Q4, with Healthcare customers showing particularly strong growth of 29.5%.

Gross profit margin in Q4 was 22.3%, down from 23.0% in Q4 2023, while full-year gross profit margin remained stable at 21.9%. The company maintains its target of exceeding US IT market growth by 200-300 basis points for 2025.