CDW posts strong Q4 2025 results, raises dividend
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The latest announcement is out from CDW ( (CDW) ).
On February 4, 2026, CDW reported its fourth quarter and full-year 2025 results, highlighting solid top-line growth despite ongoing economic and geopolitical uncertainty. Fourth-quarter 2025 net sales rose 6.3% year-on-year to $5.51 billion, with average daily sales up 4.6% and strength in software, notebooks and mobile devices, and services, while gross profit increased 8.6% to $1.25 billion and margin improved to 22.8% on higher contribution from netted-down revenue. Segment performance was mixed but generally positive, with corporate sales slightly lower, small business revenue surging 18.4%, public segment sales up 7.0% driven by double-digit growth in education and mid-single-digit gains in healthcare and government, and UK/Canada sales up 8.4%. Operating income for the quarter grew 5.4% to $431 million, while net income increased 5.8% to $280 million and diluted EPS rose to $2.14, supported by lower state taxes and disciplined capital management, even as selling and administrative expenses climbed on higher performance-based pay and coworker costs. For the full year 2025, CDW delivered 6.8% net sales growth to $22.42 billion and maintained strong cash generation that enabled both M&A activity and the return of approximately $982 million to shareholders via dividends and share repurchases; the board reinforced this shareholder-return strategy by declaring a quarterly cash dividend of $0.63 per share payable on March 10, 2026 to stockholders of record on February 25, 2026.
The most recent analyst rating on (CDW) stock is a Hold with a $132.00 price target. To see the full list of analyst forecasts on CDW stock, see the CDW Stock Forecast page.
Spark’s Take on CDW Stock
According to Spark, TipRanks’ AI Analyst, CDW is a Neutral.
The score is anchored by solid-but-pressured fundamentals (stable gross margin and cash conversion, offset by high leverage and weakened margin/FCF growth). Technicals are the biggest drag given a pronounced downtrend and negative momentum. Valuation and dividend are reasonable, while the earnings call supports a steady but cautious growth outlook amid government/education headwinds; the new credit facility modestly improves financial flexibility.
To see Spark’s full report on CDW stock, click here.
More about CDW
CDW Corporation is a Vernon Hills, Illinois-based provider of information technology products and services, acting as a trusted advisor to more than 250,000 customers across corporate, small business, public sector, and international markets. The company offers hardware, software, and a broad range of IT services and solutions, and partners with over 1,000 leading and emerging technology brands to support mission-critical IT and operational needs across the full solutions stack and lifecycle, including guidance on customers’ AI strategies.
Average Trading Volume: 1,684,638
Technical Sentiment Signal: Sell
Current Market Cap: $16.51B
Find detailed analytics on CDW stock on TipRanks’ Stock Analysis page.
