CDW Corp. (CDW) delivered mixed results in FY2026 on revenue of $45.0B versus the $45.7B estimate (+10.7% YoY) and EPS of $1.47. Below is the full CDW Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
CDW Corp. (CDW) Earnings Analysis — key stats
Latest reported quarter
FY2026
Earnings verdict
Mixed
Institutional ownership
74.8% (13F as of 2026-06-30)
Top 10 holders
49.1% (of shares outstanding)
Insider activity
9 buys / 3 sells (recent Form 4 filings)
Revenue
$45.0B (vs $45.7B est · -1.6% surprise · +10.7% YoY)
EPS
$1.47 (vs $1.44 est · +2.1% surprise · +29.3% YoY)
Share price
$551.26 (+1.7%)
Market cap
$1.66T
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
11.8%
15.2M
$2.1B
+3.5%
Vanguard Capital Management LLC
6.5%
8.3M
$1.2B
-0.9%
Undisclosed filer
6.4%
8.2M
$1.2B
+0.2%
State Street Corp
4.5%
5.8M
$812.9M
+0.8%
Harris Associates L P
4.3%
5.5M
$779.6M
+3.0%
Boston Partners
4.1%
5.3M
$739.3M
+33.6%
Geode Capital Management, LLC
3.0%
3.9M
$547.5M
+2.7%
Hotchkis & Wiley Capital Management LLC
2.9%
3.8M
$531.3M
+86.3%
Invesco Ltd.
2.9%
3.8M
$528.6M
+41.2%
Morgan Stanley
2.8%
3.6M
$502.4M
+19.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
CONNELLY ELIZABETH H.
officer: See Remarks
2026-08-07
Buy
15K
$1.5M
CONNELLY ELIZABETH H.
officer: See Remarks
2026-08-07
Buy
12K
$1.1M
CONNELLY ELIZABETH H.
officer: See Remarks
2026-08-07
Sell
27K
$3.7M
CONNELLY ELIZABETH H.
officer: See Remarks
2026-08-07
Sell
15K
$1.5M
CONNELLY ELIZABETH H.
officer: See Remarks
2026-08-07
Sell
12K
$1.1M
NELMS DAVID W
director
2026-07-01
Buy
229
—
Swedish Joseph
director
2026-07-01
Buy
208
—
Jones Marc Ellis
director
2026-06-10
Buy
22
$2829
What you'll find
Next CDW Corp. (CDW) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment CDW Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in CDW Corp. (CDW)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is CDW Corp.'s next earnings date?
Magnisto tracks CDW Corp.'s (CDW) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did CDW Corp. (CDW) beat or miss earnings?
In FY2026, CDW Corp. (CDW) posted mixed results — revenue of $45.0B versus the $45.7B estimate (-1.6% surprise) and EPS of $1.47 versus $1.44 expected (+2.1% surprise). Magnisto decodes every CDW Corp. (CDW) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of CDW Corp.?
Institutions hold about 74.8% of CDW Corp.'s (CDW) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (11.8%), Vanguard Capital Management LLC (6.5%), Undisclosed filer (6.4%). Magnisto lists CDW Corp.'s (CDW) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling CDW Corp. (CDW)?
In the most recent Form 4 filings Magnisto tracks, CDW Corp. (CDW) insiders recorded 9 purchases and 3 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for CDW Corp. (CDW) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for CDW Corp. (CDW), anchored to the current $551.26 share price, so you can weigh the bull, base and bear cases for CDW Corp. side by side.
Is CDW Corp. (CDW) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether CDW Corp. fits your own thesis and risk profile. This is research, not investment advice.