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CDW

CDW · Nasdaq · Retail-Catalog & Mail-Order Houses
Insider buys (12 months)
$2.5M
Insider sales (12 months)
$4.8M
8-K reports (12 months)
13
Tracked investors holding
4

At a glance

CDW reported 2025 revenue of $22.42B, up 6.8% from $21B in 2024. Over 4 years since 2021 ($20.82B), that is growth of about 1.9% a year. Operating margin was 7.4%, up from 6.8% in 2021. Revenue peaked in 2022 at $23.75B.

In the last 12 months 4 insiders reported 2 open-market purchases ($2.5M) and 2 sales ($4.8M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $3.7M by See Remarks Elizabeth H. Connelly on Aug 11, 2026. Net, insiders were sellers of $2.3M.

CDW filed 13 current reports (Form 8-K) in the last 12 months, most often for officer or director change (4), results of operations (4), material agreement (3) and new financial obligation (2). The latest officer or director change was reported on Oct 19, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.

4 of the 20 investors tracked here held CDW at the last quarter end, worth $8M combined. It is the largest weight for Duquesne Family Office (2.4% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Duquesne Family Office. Reduced: Bridgewater Associates, Renaissance Technologies and National Pension Service (Korea).

Annual results

2021
Revenue $20.82B
Op. $1.42B
2022
Revenue $23.75B
Op. $1.74B
2023
Revenue $21.38B
Op. $1.68B
2024
Revenue $21B
Op. $1.65B
2025
Revenue $22.42B
Op. $1.66B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$988.6M$1.11B$1.1B$1.08B$1.07B
Diluted EPS$7.04$8.13$8.10$7.97$8.08
Dividend per share$1.70$2.09$2.39$2.48$2.50

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

National Pension Service (Korea)Reduced$3.3M · 0.0% · held 7 quarters
Renaissance TechnologiesReduced$2.8M · 0.0% · held 6 quarters
Bridgewater AssociatesReduced$1.8M · 0.0% · held 2 quarters
Duquesne Family OfficeNew$105K · 2.4%

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined