CDW Corporation (CDW) reported second-quarter 2026 net sales of $6.572 billion, up 10.0% from $5.977 billion a year earlier. Net income was $274 million, compared with $271 million in the second quarter of 2025.
The company said diluted earnings per share were $2.15, up from $2.05 a year earlier. CDW also announced a quarterly cash dividend of $0.630 per common share, payable Sept. 10, 2026, to stockholders of record as of Aug. 25, 2026.
- Gross profit was $1.320 billion, up 6.3%, with gross profit margin of 20.1%.
- Operating income was $429 million, up 2.0%, with operating income margin of 6.5%.
- Commercial segment net sales were $3.965 billion, up 9.2% from 2025.
- Government net sales rose 13.6% to $848 million, while Education net sales rose 0.7% to $933 million.
- Net sales for UK and Canadian operations, reported as Other, were $826 million, up 22.9%.
$CDW Insider Trading Activity
$CDW insiders have traded $CDW stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CDW stock by insiders over the last 6 months:
- DAVID W NELMS purchased 18,000 shares for an estimated $2,005,740
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CDW Hedge Fund Activity
We have seen 339 institutional investors add shares of $CDW stock to their portfolio, and 432 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 2,027,480 shares (+inf%) to their portfolio in Q1 2026, for an estimated $245,365,629
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. removed 1,377,222 shares (-77.4%) from their portfolio in Q1 2026, for an estimated $166,671,406
- BOSTON PARTNERS added 1,320,812 shares (+33.6%) to their portfolio in Q2 2026, for an estimated $185,758,999
- PZENA INVESTMENT MANAGEMENT LLC added 1,115,535 shares (+inf%) to their portfolio in Q1 2026, for an estimated $135,002,045
- PERPETUAL LTD removed 1,087,505 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $131,609,855
- SELECT EQUITY GROUP, L.P. removed 1,081,732 shares (-47.5%) from their portfolio in Q1 2026, for an estimated $130,911,206
- BLACKROCK, INC. added 1,068,612 shares (+7.8%) to their portfolio in Q1 2026, for an estimated $129,323,424
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CDW Congressional Stock Trading
Members of Congress have traded $CDW stock 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $CDW stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 05/19, 05/18, 05/15, 05/14, 02/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
