CDW Announces $0.63 Dividend: A Stable and Growing Dividend Stock

Citigroup Raises CDW Price Target to $150, Maintains Neutral Rating

Barclays Lowers CDW Price Target to $144, Maintains Equal-Weight Rating

Citigroup

Citigroup Raises CDW PT to $150, Maintains Neutral Rating

JP Morgan Downgrades CDW to Neutral, PT Lowered to $160.

Catalyst<ul> <li>Most analysts rate CDW Buy or Strong Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state, and the direction is not clear enough.</li> <li>Bearish signals are obviously dominant (3 bearish vs 0 bullish).</li> <li>Large and Extra-large fund flows are trending negative, indicating potential selling pressure from major investors.</li></ul>

Key Factors

CDW reported Q4 revenue of $5.51 billion and non-GAAP earnings of $2.57 per share, both exceeding analyst estimates, and reaffirmed its 2026 guidance to outpace U.S. IT market growth.CDW achieved a record gross margin of 22.8% in Q4 2025, driven by strong performance in AI, cloud, and professional services.CDW announced a quarterly dividend of $0.630 per share, payable on March 10, 2026, to shareholders of record as of February 25, 2026.

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