CDW CORP
At today's price, CDW CORP (CDW) is priced for +2.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $128.40 (as of June 27, 2026) the price pays about 14x company-wide operating income, which inverts to roughly 0.1% operating-profit growth per year for five years. That is close to a no-growth bar for a business that grew net sales 9% last quarter, so the market is asking very little of CDW from here. The price sits below most of the growth and peer-multiple methods (perpetual-growth DCF near $243, relative valuation near $176, EV/EBITDA relative near $172) and above the cash-flow and asset
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727 institutional managers reported holding CDW in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 48%. 94 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 9.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CDW has cut its share count 7.7% over the past five years, spending $2.62B on repurchases. It pays a dividend, and has for 13 years running, raised 12 years straight; the current rate is $2.50 a share annually. Cash returned over the past three years: $904.00M in dividends and $1.46B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CDW over the trailing three years: 2024: 2 buys totaling $487k; 2026: 1 buy totaling $2.01M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CDW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +6.4% | +1.9% |
| 2023-11-02 | +3.1% | +4.1% |
| 2024-02-27 | +5.8% | -1.0% |
| 2024-05-02 | -9.7% | -0.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CDW's latest 8-K filings: 2026-05-26 (items 5.03, 5.07, 9.01); 2026-05-13 (items 7.01, 8.01, 9.01); 2026-05-06 (items 2.02, 8.01, 9.01); 2026-05-01 (items 7.01); 2026-03-27 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.