CBZ

Cbiz Inc

55.11

Jul 30 • 11:00 AM ET +0.21 (0.38%)

Industrials Specialty Business Services USA Mid NYSE

Jul 29, 12:40 PMCBIZ to be acquired by Grant Thornton Advisors in $5.0B definitive all-cash deal valuing shares at $55.00

Peers: TIC HURN EXPO FCN ICFI KFY BAH MAN RHI EXLS

| Held by: IWM VTI VB VBK IWN VXF SCHA FNDA VTWO FYX

Scroll to Statements

Index	RUT
Market Cap	2.96B
Enterprise Value	4.36B
Income	130.94M
Sales	2.77B
Book/sh	34.61
Cash/sh	1.31
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	9500
IPO	Apr 27, 1995

P/E	25.85
Forward P/E	12.23
PEG	-
P/S	1.07
P/B	1.59
P/C	41.93
P/FCF	12.30
EV/EBITDA	11.54
EV/Sales	1.58
Quick Ratio	1.63
Current Ratio	1.57
Debt/Eq	0.79
LT Debt/Eq	0.74
Option/Short	Yes / Yes

EPS (ttm)	2.13
EPS next Y	4.50
EPS next Q	1.31
EPS this Y	12.74%
EPS next Y	10.69%
EPS next 5Y	-
EPS past 3/5Y	-3.17% 5.24%
Sales past 3/5Y	25.00% 23.40%
EPS Y/Y TTM	22.34%
Sales Y/Y TTM	14.32%
EPS Q/Q	-53.27%
Sales Q/Q	-0.19%
Earnings	Jul 29 BMO
EPS/Sales Surpr.	26.07% -2.26%

Insider Own	10.96%
Insider Trans	0.23%
Inst Own	92.59%
Inst Trans	-5.62%
ROA	2.87%
ROE	6.97%
ROIC	4.02%
Gross Margin	17.16%
Oper. Margin	10.20%
Profit Margin	4.73%
SMA20	32.28%
SMA50	52.20%
SMA200	40.09%
Trades

Shs Outstand	53.97M
Shs Float	47.77M
Short Float	7.84%
Short Ratio	3.56
Short Interest	3.74M
52W High	76.70 -28.15%
52W Low	24.29 126.88%
Volatility	3.63% 4.66%
ATR (14)	2.35
RSI (14)	84.86
Beta	0.79
Rel Volume	4.44
Avg Volume	1.05M
Volume	1,253,825

Perf Week	36.92%
Perf Month	71.79%
Perf Quarter	66.14%
Perf Half Y	42.96%
Perf YTD	9.24%
Perf Year	-27.63%
Perf 3Y	5.31%
Perf 5Y	70.41%
Perf 10Y	409.81%
Recom	1.50
Target Price	45.33
Prev Close	54.90
Price	55.11
Change	0.38%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-26	Initiated	Barrington Research	Outperform	$45
Apr-10-26	Initiated	Stephens	Equal-Weight	$31
Mar-30-26	Initiated	BMO Capital Markets	Outperform	$33
Jan-12-26	Initiated	Deutsche Bank	Hold	$60
Aug-12-24	Upgrade	Sidoti	Neutral → Buy	$80 → $86
Jan-02-24	Downgrade	Sidoti	Buy → Neutral
Oct-30-23	Upgrade	Sidoti	Neutral → Buy	$63
Sep-05-23	Downgrade	Sidoti	Buy → Neutral	$58
Mar-31-20	Upgrade	CJS Securities	Market Perform → Market Outperform
Sep-18-18	Initiated	William Blair	Outperform
Jul-19-16	Initiated	Sidoti	Buy
Mar-15-16	Upgrade	First Analysis Sec	Underweight → Equal-Weight	$9.50
Jan-21-16	Upgrade	Sidoti	Neutral → Buy
Oct-29-15	Downgrade	First Analysis Sec	Equal-Weight → Underweight	$9.50
Oct-13-15	Downgrade	Sidoti	Buy → Neutral
Oct-07-15	Downgrade	First Analysis Sec	Overweight → Equal-Weight	$11
Dec-17-08	Reiterated	Boenning & Scattergood	Market Outperform	$11 → $12
Oct-29-07	Reiterated	Boenning & Scattergood	Market Outperform	$10 → $11
Jul-27-07	Initiated	Boenning & Scattergood	Market Outperform	$10
Feb-06-07	Upgrade	First Analysis Sec	Equal-Weight → Overweight

Show Previous Ratings

Today 05:18AM	Grant Thornton Advisors to acquire CBIZ for $5bn to expand US presence (International Accounting Bulletin)
Jul-29-26 10:36PM	Are CBZ, SAFT, NEUP Obtaining Fair Deals for their Shareholders? (PR Newswire) +17.56%
12:03PM	CBIZ Stock Heads For Biggest Single-Day Gain In Over 20 Years On $5B Grant Thornton Buyout (Stocktwits)
11:37AM	Grant Thornton Advisors, CBIZ agree to combine in $5B deal (CFO Dive)
08:56AM	Grant Thornton acquires CBIZ in $5 billion cash deal (Quartz)
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08:43AM	Grant Thornton Advisors to Buy CBIZ for $3 Billion (The Wall Street Journal)
08:21AM	CBIZ: Q2 Earnings Snapshot (Associated Press)
08:05AM	CBIZ Reports Second-Quarter and First-Half 2026 Financial Results (GlobeNewswire)
08:00AM	Grant Thornton Advisors to Acquire CBIZ for $5 Billion in Transaction Supported by New Mountain Capital (GlobeNewswire)
Jul-23-26 10:25AM	CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits (GlobeNewswire)
Jul-20-26 04:05PM	CBIZ to Announce Second-Quarter and First-Half 2026 Results on July 29, 2026 (GlobeNewswire)
Jun-29-26 09:30PM	How One Project Funnel Reframes The Sunbelt Rentals Stock Story (Trefis)
May-14-26 09:00AM	CBIZ Mid-Market Pulse Report Finds AI Momentum Rising as Companies Accelerate Upskilling for Execution (GlobeNewswire)
Apr-30-26 08:30AM	CBIZ, Inc. Q1 2026 Earnings Call Summary (Moby) -8.05%
03:18AM	CBIZ Inc (CBZ) Q1 2026 Earnings Call Highlights: Strategic Growth and AI Investments Drive ... (GuruFocus.com)
04:56PM	Loading…
Apr-29-26 04:56PM	CBIZ: Q1 Earnings Snapshot (Associated Press)
04:05PM	CBIZ Reports First-Quarter 2026 Financial Results (GlobeNewswire)
Apr-15-26 09:00AM	CBIZ to Announce First-Quarter 2026 Results on April 29, 2026 (GlobeNewswire)
Apr-14-26 10:30AM	CBIZ Elevates Peter Scavuzzo to Oversee Unified Technology Organization (GlobeNewswire)
Apr-07-26 04:00PM	Zarif Law Group to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
09:00AM	Wolf & Company, P.C. to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
Apr-06-26 12:31PM	Chardan to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
08:00AM	Marketri to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
Mar-30-26 06:00AM	Former manufacturing firm CFOs case against CBIZ moves closer to trial: Trial Balance (CFO.com)
Mar-27-26 06:01AM	Vena Solutions to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
Mar-26-26 10:30AM	EisnerAmper to Sponsor Centri Capital Conference on April 14 (TMX Newsfile) +5.04%
Mar-25-26 09:40AM	Dextego Inc to Sponsor Centri Capital Conference on April 14 (TMX Newsfile)
Mar-20-26 10:24AM	CBIZ National Tax Leader Joseph Perry on Changes for Businesses this Tax Season (NYSE)
Mar-18-26 09:00AM	The Tradeoff Economy: New Research from CBIZ, The Ohio State University and the National Center for the Middle Market Reveals How Middle Market Leaders Navigate High-Stakes Decisions Amid Uncertainty (GlobeNewswire)
Mar-11-26 05:11AM	New Strong Sell Stocks for March 11th (Zacks)
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Mar-09-26 12:03AM	3 Big Reasons to Love CBIZ (CBZ) (StockStory) -5.56%
Mar-01-26 11:37PM	1 Small-Cap Stock with Exciting Potential and 2 We Question (StockStory)
Feb-27-26 08:08PM	CBIZ Q4 Earnings Call Highlights (MarketBeat) -9.94%
03:21PM	Why CBIZ (CBZ) Shares Are Sliding Today (StockStory)
Feb-26-26 12:04AM	CBIZ Inc (CBZ) Q4 2025 Earnings Call Highlights: Strategic Growth and AI Investments Amid ... (GuruFocus.com) +16.57%
Feb-25-26 05:15PM	CBIZ: Q4 Earnings Snapshot (Associated Press Finance)
05:11PM	CBIZ (NYSE:CBZ) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
04:05PM	CBIZ Reports Fourth-Quarter and Full-Year 2025 Financial Results (GlobeNewswire)
Feb-23-26 10:04PM	What To Expect From CBIZ's (CBZ) Q4 Earnings (StockStory) -5.04%
11:51AM	CBIZ, Concentrix, CoreCivic, DXC, and OPENLANE Shares Are Falling, What You Need To Know (StockStory)
Feb-19-26 09:00AM	CBIZ Releases Q1 2026 Mid-Market Pulse Report: Business Leaders Prioritize Cost, Talent, and Tech Strategy (GlobeNewswire)
Feb-18-26 08:30PM	Enablence Technologies Names Brian Siegel Interim CFO (TMX Newsfile) +6.60%
Feb-12-26 08:22AM	Top 4 Growth Stocks With Explosive EPS Forecasts and Major Upside Potential (Investing.com) -7.98%
Feb-11-26 10:09AM	CBIZ to Announce Fourth-Quarter and Full-Year 2025 Results on February 25, 2026 (GlobeNewswire) -10.33%
Feb-06-26 02:33PM	Huron Consulting (HURN) Soars 4.0%: Is Further Upside Left in the Stock? (Zacks)
Jan-24-26 12:31AM	CBIZ Inc (CBZ) Continues To Slide Despite Leadership Change (Insider Monkey)
Dec-18-25 09:00AM	CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth (GlobeNewswire)
03:51AM	Zacks Industry Outlook FTI, Exponent and CBIZ (Zacks)
Dec-17-25 10:16AM	3 Stocks to Consider From the Prospering Consulting Services Industry (Zacks)
Dec-15-25 10:35PM	Unpacking Q3 Earnings: CBIZ (NYSE:CBZ) In The Context Of Other Business Process Outsourcing & Consulting Stocks (StockStory)
Dec-10-25 09:00AM	CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends (GlobeNewswire)
Dec-08-25 09:00AM	CBIZ Announces Christopher Sikora as New Leader of Investor Relations to Support Continued Growth (GlobeNewswire)
Nov-12-25 09:00AM	CBIZ's 2026 Tax Planning Guide Offers a Roadmap for Smart, Strategic Tax Planning (GlobeNewswire)
Nov-09-25 11:02PM	2 Reasons to Watch CBZ and 1 to Stay Cautious (StockStory)
Nov-05-25 12:31AM	5 Revealing Analyst Questions From CBIZ's Q3 Earnings Call (StockStory)
Nov-04-25 09:00AM	CBIZ Q4 2025 Mid-Market Pulse: Cost Pressures Define 2026 Strategy (GlobeNewswire)
Oct-31-25 04:26PM	Why CBIZ (CBZ) Stock Is Up Today (StockStory)
Oct-30-25 09:11AM	CBZ Q3 Deep Dive: Marcum Integration Progress and Guidance Maintained (StockStory)
Oct-29-25 06:00PM	CBIZ (CBZ) Tops Q3 Earnings Estimates (Zacks)
05:13PM	CBIZ (NYSE:CBZ) Reports Sales Below Analyst Estimates In Q3 Earnings (StockStory)
04:57PM	CBIZ: Q3 Earnings Snapshot (Associated Press Finance)
04:13PM	CBIZ Reports Third Quarter and Nine Month 2025 Results (GlobeNewswire)
Oct-28-25 01:54PM	Are Options Traders Betting on a Big Move in CBIZ Stock? (Zacks)
Oct-27-25 11:01PM	CBIZ (CBZ) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Oct-24-25 07:55AM	Booz Allen Hamilton (BAH) Q2 Earnings Match Estimates (Zacks)
Oct-15-25 02:19PM	CBIZ to Announce Third-Quarter 2025 Results on October 29, 2025 (GlobeNewswire)
Oct-01-25 11:32PM	Business Process Outsourcing & Consulting Stocks Q2 Teardown: CBIZ (NYSE:CBZ) Vs The Rest (StockStory)
Sep-17-25 12:42AM	2 Safe-and-Steady Stocks to Consider Right Now and 1 We Avoid (StockStory)
Sep-12-25 12:01AM	2 Reasons to Watch CBZ and 1 to Stay Cautious (StockStory)
Sep-08-25 11:45AM	CBIZ (CBZ) Stock Trades Down, Here Is Why (StockStory)
Aug-22-25 01:35PM	Why CBIZ (CBZ) Stock Is Up Today (StockStory)
Aug-19-25 09:00AM	CBIZ Names Jennifer Hutchins Chief Investment Officer of Investment Advisory Services (GlobeNewswire)
Aug-13-25 12:02AM	5 Must-Read Analyst Questions From CBIZ's Q2 Earnings Call (StockStory)
Aug-12-25 11:32PM	CBZ Q2 Deep Dive: Marcum Integration Drives Margins Amid Project-Based Revenue Pressure (StockStory)
Aug-07-25 01:01PM	William Blair Remains Bullish on CBIZ, Inc. (CBZ) (Insider Monkey)
Aug-05-25 09:00AM	CBIZ Launches Comprehensive Employee Experience Guide to Help Businesses Unlock the Full Potential of Their People (GlobeNewswire)
Jul-31-25 04:30PM	SNDL Announces 2025 Annual and Special Meeting Results (PR Newswire) -19.74%
03:36AM	CBIZ Inc (CBZ) Q2 2025 Earnings Call Highlights: Strategic Gains Amid Market Challenges (GuruFocus.com)
Jul-30-25 06:05PM	CBIZ (CBZ) Surpasses Q2 Earnings Estimates (Zacks)
05:07PM	CBIZ: Q2 Earnings Snapshot (Associated Press Finance)
04:16PM	CBIZ (NYSE:CBZ) Misses Q2 Revenue Estimates (StockStory)
04:05PM	CBIZ Reports Second-Quarter 2025 Results (GlobeNewswire)
Jul-28-25 11:04PM	CBIZ (CBZ) Q2 Earnings Report Preview: What To Look For (StockStory)
Jul-22-25 07:40AM	Equifax (EFX) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
Jul-16-25 08:45AM	CBIZ to Announce Second-Quarter and First-Half 2025 Results on July 30, 2025 (GlobeNewswire)
Jul-08-25 09:00AM	CBIZ, Inc. Names Tony Consoli as President of Property & Casualty Insurance Division (Business Wire)
06:00AM	9 takeaways for CFOs from the One Big Beautiful Bill Act (CFO.com)
Jun-27-25 12:42PM	3 Resilient Consulting Stocks to Consider Amid Industry Woes (Zacks)
Jun-25-25 09:00AM	Construction Sector Holds Steady: CBIZ Survey Shows Firms Balancing Caution with Commitment to Growth (Business Wire)
Jun-20-25 09:59AM	The Top 5 Analyst Questions From CBIZ's Q1 Earnings Call (StockStory)
Jun-18-25 09:00AM	CBIZ, Inc. Appoints Seth Goldblum as National Leader of Advisory Services (Business Wire)
May-27-25 12:57PM	CBIZ and ePlus Shares Are Soaring, What You Need To Know (StockStory) +5.28%
May-20-25 09:00AM	CBIZ Report Highlights Rising Costs: Surge in Inpatient and Outpatient Expenses, Popular GLP-1 Drugs like Ozempic Drive Pharmacy Spend Increase (Business Wire)
May-19-25 11:32PM	Business Process Outsourcing & Consulting Stocks Q1 Recap: Benchmarking CBIZ (NYSE:CBZ) (StockStory)
May-13-25 09:00AM	CBIZ Launches Comprehensive Tariff Solution to Help Businesses Respond to Evolving Trade Pressures (Business Wire)
May-05-25 06:02PM	CBIZ, Inc. (CBZ): Among the Best Breakout Stocks to Buy According to Analysts (Insider Monkey)
May-01-25 09:00AM	CBIZ Appoints Additional National Industry Leaders to Ensure Delivery of Tailored Expertise to Clients (Business Wire)
Apr-30-25 09:00AM	CBIZ Releases Strategic Analysis on President Trumps First 100 Days and Implications for the Middle Market (Business Wire)
Apr-29-25 08:00AM	CBIZ Deepens Relationship with Suralink to Optimize Client Experience and Audit Workflows (Business Wire)
Apr-25-25 03:12AM	Q1 2025 CBIZ Inc Earnings Call (Thomson Reuters StreetEvents)

CBIZ, Inc. is a professional services advisor to middle market businesses and organizations nationwide. It offers its services in accounting, tax, advisory, benefits, insurance, and technology. The firm delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. It operates through the following segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting, tax, government health care consulting, financial advisory, valuation, and risk advisory services. The Benefits and Insurance Services segment includes group health benefits consulting, property and casualty brokerage, retirement plan services, and payroll. The National Practices segment deals with managed networking and hardware, and healthcare consulting. The company was founded by Michael G. DeGroote Sr. in 1987 and is headquartered in Independence, OH.

PresidentMr. Jerome P. Grisko Jr.

Senior VP & CFOMr. Brad S. Lakhia

President of Benefits & Insurance ServicesMr. Michael P. Kouzelos CPA

Chief Accounting OfficerMr. Michael Mangan

Vice President of Investor Relations & Corporate FinanceMr. Christopher Sikora

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lakhia Brad S.	Senior Vice President & CFO	Mar 13 '26	Buy	25.97	12,775	331,719	148,480	Mar 17 06:50 PM
YOUNG RODNEY A	Director	Mar 13 '26	Buy	26.05	1,000	26,055	9,310	Mar 17 04:35 PM
Benaree Wiley	Director	Mar 10 '26	Proposed Sale	29.16	17,956	523,597		Mar 10 10:34 AM
WILEY BENAREE PRATT	Director	Dec 02 '25	Sale	49.54	8,288	410,612	35,956	Dec 04 06:29 PM
WILEY BENAREE PRATT	Director	Dec 02 '25	Proposed Sale	48.61	8,288	402,879		Dec 02 11:30 AM
Lakhia Brad S.	Senior Vice President & CFO	Nov 26 '25	Buy	48.51	2,060	99,931	40,584	Dec 01 04:37 PM
YOUNG RODNEY A	Director	Aug 08 '25	Buy	62.43	2,000	124,860	8,310	Aug 12 04:45 PM
Lakhia Brad S.	Senior Vice President & CFO	Aug 04 '25	Buy	62.78	1,593	100,014	38,524	Aug 05 04:34 PM

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CBZ

Cbiz Inc

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