My Top 15 High-Growth Dividend Stock list delivered a 0.83% gain in December, outperforming SPY and VIG. The Value-tilted portfolio variant led with a 2.17% December return, suggesting undervaluation may drive near-term alpha. Collectively, the January 2026 list offers a 1.35% yield, 16.87% five-year dividend growth, and appears 29% undervalued.
The AI threat has led storied software stocks like Salesforce and Adobe to trade near their cheapest levels in years. Analysts are divided on which names will re-emerge as winners.
The iPhone maker leads the way for the sector in terms of dollars spent on stock buybacks. But other tech companies have reduced their share counts significantly, as well.
CDW Corp is downgraded to Hold as near-term earnings outlook weakens despite a compelling 13.5x forward PE valuation. PC refresh cycle and AI-driven services remain intact growth drivers, but broader infrastructure spending momentum is lacking, especially in corporate segments. CDW's Q3 results showed mixed quality: Small Business segment excelled, but Corporate and Public segments lagged, and ...
CDW Corporation ( CDW ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Steven O'Brien - Vice President of Investor Relations Christine Leahy - Chair of the Board, President & CEO Albert Miralles - CFO & Executive VP of Enterprise Business Operations Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Keith Housum - Northc...
IT solutions provider CDW beat Wall Street estimates for third-quarter profit on Tuesday, as enterprise customers increased tech budgets and embraced artificial intelligence cloud adoption.
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW), a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada, today announced that its Board of Directors has declared a quarterly cash dividend of $0.630 per common share to be paid on December 10, 2025 to all ...
VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts and percentage) Three Months Ended September 30, Nine Months Ended September 30, 2025 2024 Percent Change 2025 2024 Percent Change Net sales $ 5,737.4 $ 5,516.6 4.0 $ 16,913.1 $ 15,812.7 7.0 Gross profit $ 1,255.5 $ 1,200.7 4.6 $ 3,619.0 $ 3,447....
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