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CBZ

CBIZ, Inc.

NYSE • United states

$54.86

-$0.03

(-0.05%)

Source: Yahoo Finance · Quote time Oct 21, 2026 15:12 UTC

Management
Credibility
Score

CBIZ, Inc. (CBZ)

Unavailable

Quotes may be delayed

$2.98B

Market Cap

328,685

Volume

Unavailable

P/E Ratio

Unavailable

Div Yield

CBIZ, Inc. Price Chart

Loading price history…

Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: 5959 ROCKSIDE WOODS BLVD N., INDEPENDENCE, OH
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

19 Oct 2026

CBIZ, Inc. reported Operating or financial results

CBIZ, Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

18 Sep 2026

CBIZ, Inc. merger vote filing

CBIZ, Inc. filed Form DEFM14A (definitive merger proxy).

27 Aug 2026

CBIZ, Inc. merger vote filing

CBIZ, Inc. filed Form PREM14A (preliminary merger proxy).

7 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in CBIZ, Inc..

4 Aug 2026

CBIZ, Inc. proxy and shareholder-vote filing

CBIZ, Inc. filed materials concerning shareholder voting, governance, director elections or executive compensation.

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$20.90M

Total assets (USD)$4.57B

Total liabilities (USD)$2.71B

Shareholders' equity (USD)$1.87B

Long-term debt (USD)$1.38B

Debt due within a year (USD)$83.98M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 30 Jun 2026

Peer Comparison - Consumer Discretionary

Company	Price	Market Cap
AMZN - Amazon.com, Inc.	$262.37 Yahoo Finance	$2.83T
WMT - Walmart Inc.	$117.80 Yahoo Finance	$934.60B
V - Visa Inc.	$407.85 Yahoo Finance	$728.73B
MA - Mastercard Incorporated	$620.80 Yahoo Finance	$543.83B
COST - Costco Wholesale Corporation	$990.62 Yahoo Finance	$438.97B

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$682.21M	$34.07M	$18.60M	$0.31	10-Q · 4 Aug 2026
Q4 2025	$542.66M	−$85.16M	−$79.42M	Unavailable	10-K · 26 Feb 2026
Q3 2025	$693.82M	$58.86M	$30.15M	$0.48	10-Q · 30 Oct 2025
Q2 2025	$683.50M	$60.27M	$41.94M	$0.66	10-Q · 31 Jul 2025
Q1 2025	$838.01M	$200.03M	$122.77M	$1.91	10-Q · 25 Apr 2025
Q4 2024	$460.28M	−$106.67M	−$90.72M	Unavailable	10-K · 28 Feb 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Neutral

Target: $55.00

0.3% upside potential

📈

Strong Buy

Unavailable

👍

Buy

0

⏸️

Hold

3

📉

Sell

0

3 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 20 Oct 2026, 20:49 UTC Targets range 55.00–55.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

17

Sep 2026

Lakhia Brad S.

Senior Vice President & CFO

Tax withholding

$54.60 per share

5,813 shares

4

Aug 2026

SHERMAN A HAAG

Director

Option exercise

$24.62 per share

50,000 shares

4

Aug 2026

SHERMAN A HAAG

Director

Tax withholding

$55.07 per share

22,354 shares

15

May 2026

Raffa Kathy A

Director

Grant or award

Unavailable per share

6,051 shares

15

May 2026

YOUNG RODNEY A

Director

Grant or award

Unavailable per share

6,051 shares

15

May 2026

SLOTKIN TODD J

Director

Grant or award

Unavailable per share

6,051 shares

15

May 2026

SHERMAN A HAAG

Director

Grant or award

Unavailable per share

6,051 shares

15

May 2026

MARABITO RICHARD T

Director

Grant or award

Unavailable per share

6,051 shares

15

May 2026

France Gina D

Director

Grant or award

Unavailable per share

6,051 shares

Top Shareholders

Fmr Llc

8,047,282 shares

7.139% change

6/30/2026

Blackrock, Inc.

4,971,786 shares

30.427% change

6/30/2026

Vanguard Group Inc

4,837,727 shares

-1.039% change

12/31/2025

Bank Of Montreal /Can/

3,453,723 shares

-1.545% change

6/30/2026

22C Capital Llc

3,202,267 shares

0% change

6/30/2026

Vanguard Capital Management Llc

2,259,967 shares

5.282% change

6/30/2026

Vanguard Portfolio Management Llc

2,253,744 shares

8.728% change

6/30/2026

Morgan Stanley

1,492,737 shares

-25.684% change

6/30/2026

Geode Capital Management, Llc

1,257,357 shares

8.451% change

6/30/2026

State Street Corp

1,244,553 shares

8.061% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 20 Oct 2026, 20:49 UTC· 1 day ago

Research coverage and investment tools

CBIZ, Inc. (CBZ) is a stock listed on the New York Stock Exchange in the United States, in the Consumer Discretionary sector (Business Services). Its last price was US$54.86 on 21 Oct 2026. That is 95% of the way from its 52-week low of US$24.29 to its 52-week high of US$56.41. Its market capitalisation was US$2.98 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$682.21M	$34.07M	$18.60M	$0.31	10.6%	5.0%	—	10-Q · 4 Aug 2026 (opens in a new tab)
Q4 2025	$542.66M	−$85.16M	−$79.42M	Unavailable	-9.4%	-15.7%	$141.72M	10-K · 26 Feb 2026 (opens in a new tab)
Q3 2025	$693.82M	$58.86M	$30.15M	$0.48	13.0%	8.5%	$22.06M	10-Q · 30 Oct 2025 (opens in a new tab)
Q2 2025	$683.50M	$60.27M	$41.94M	$0.66	12.9%	8.8%	$105.20M	10-Q · 31 Jul 2025 (opens in a new tab)
Q1 2025	$838.01M	$200.03M	$122.77M	$1.91	27.2%	23.9%	−$93.44M	10-Q · 25 Apr 2025 (opens in a new tab)
Q4 2024	$460.28M	−$106.67M	−$90.72M	Unavailable	-13.4%	-23.2%	$52.26M	10-K · 28 Feb 2025 (opens in a new tab)

Cash and equivalents: $20.90M
Total assets: $4.57B
Total liabilities: $2.71B
Shareholders' equity: $1.87B
Long-term debt: $1.38B
Debt due within a year: $83.98M

8-K · 19 Oct 2026

CBIZ, Inc. reported Operating or financial results (opens in a new tab)

CBIZ, Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.
DEFM14A · 18 Sep 2026 · Merger or acquisition Shareholder vote pending

CBIZ, Inc. merger vote filing (opens in a new tab)

CBIZ, Inc. filed Form DEFM14A (definitive merger proxy).
PREM14A · 27 Aug 2026 · Merger or acquisition Shareholder vote pending

CBIZ, Inc. merger vote filing (opens in a new tab)

CBIZ, Inc. filed Form PREM14A (preliminary merger proxy).
SCHEDULE 13G/A · 7 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in CBIZ, Inc..
DEFA14A · 4 Aug 2026

CBIZ, Inc. proxy and shareholder-vote filing (opens in a new tab)

CBIZ, Inc. filed materials concerning shareholder voting, governance, director elections or executive compensation.

Insider	Date	Transaction	Shares	Average price	Filing
Lakhia Brad S. Senior Vice President & CFO	17 Sep 2026	Tax withholding (F)	−5,813	$54.60	Form 4 (opens in a new tab)
SHERMAN A HAAG Director	4 Aug 2026	Option exercise (M)	+50,000	$24.62	Form 4 (opens in a new tab)
SHERMAN A HAAG Director	4 Aug 2026	Tax withholding (F)	−22,354	$55.07	Form 4 (opens in a new tab)
Raffa Kathy A Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)
YOUNG RODNEY A Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)
SLOTKIN TODD J Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)
SHERMAN A HAAG Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)
MARABITO RICHARD T Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)
France Gina D Director	15 May 2026	Grant or award (A)	+6,051	—	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Fmr Llc	6/30/2026	8,047,282	7.139%
Blackrock, Inc.	6/30/2026	4,971,786	30.427%
Vanguard Group Inc	12/31/2025	4,837,727	-1.039%
Bank Of Montreal /Can/	6/30/2026	3,453,723	-1.545%
22C Capital Llc	6/30/2026	3,202,267	0%
Vanguard Capital Management Llc	6/30/2026	2,259,967	5.282%
Vanguard Portfolio Management Llc	6/30/2026	2,253,744	8.728%
Morgan Stanley	6/30/2026	1,492,737	-25.684%
Geode Capital Management, Llc	6/30/2026	1,257,357	8.451%
State Street Corp	6/30/2026	1,244,553	8.061%

Previous close: 54.89 USD
Day range: 54.81 – 54.87 USD
52-week range: 24.29 – 56.41 USD
Volume: 328,685
Market cap: $2.98B
EPS (FY 2025, diluted): 1.83 USD
Shares outstanding: 54.26M
Beta (5Y monthly): 0.88

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 21 Oct 2026, 15:12 UTC· 15 hours ago

Average volume, P/E and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 06:22 UTC· 11 minutes ago

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding.

This research is not available for CBZ yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.