Chris Lange
4 min read
Quick Read
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CDW lifted its quarterly dividend 8% to $0.68 after earnings beat estimates, ending two years of sub-1% raises.
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Connection hiked its dividend 33% while Insight Enterprises pays none and buys back stock, leaving CDW in the middle.
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The payout eats only 27% of earnings, yet a 1.6% yield offers retirees little current income.
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CDW (NASDAQ:CDW) raised its quarterly dividend 8% to $0.68 per share on November 4, 2026. The raise came the same morning the company posted third-quarter results that topped estimates on both lines. The dividend is payable Dec 10, 2026 to holders of record Nov 25. For investors at or near retirement, the question is whether this IT reseller belongs on a dividend-growth short list.
An 8% Raise After Years of Token Bumps
CDW lifted its payout every year, but the size of each raise decreased significantly before this one.
The 2024 and 2025 raises came in under 1% each. Over five years, the payout has grown at roughly 6.3% annually. Earlier this year, CDW cited twelve consecutive years of dividend increases.
Earnings Growth Is Funding the Bigger Check
Non-GAAP EPS came in at $3.26, above the $2.98 estimate. Revenue rose 17.7% to $6.75B, and Financial Services sales jumped 73.2%. Chair and CEO Chris Leahy credited AI demand:
“CDW delivered robust third-quarter results, powered by broad-based strength across our diverse customer end-markets and strong momentum in enterprise AI adoption.”
On the call, she pointed to longer-term economics: “Over the past five years, gross profit has increased at more than twice the rate of net sales.”
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