CBZ
CBIZ, Inc.
$35.26
+3.89%
$1.9B
No data for this timeframe.
Vol
Market Cap$1.9B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$920.9M
Inst. Activity16 buys / 15 sells
Insider Activity2B / 1S
Insider Net $-$116.1K
SEC Reports2
Press Releases1
Congressional2 trades
Recent Activity
May 15, 2026
Insider
BURDICK RICK L was granted 6,051 shares
Director
May 15, 2026
Insider
Raffa Kathy A was granted 6,051 shares
Director
May 15, 2026
Insider
France Gina D was granted 6,051 shares
Director
Apr 30, 2026
short_volume
Short Volume: CBZ — 72.7% short (0.9M / 1.2M)
Short: 852,901 | Exempt: 11,807 | TRF Vol: 1,172,812 | Short Ratio: 72.7% | Off-exchange volume (dar
Apr 15, 2026
SEC
CBIZ announced it will release Q1 2026 earnings on April 29, 2026, but the press release contains no financial results.
PRESS-RELEASE — Impact 7/10
Apr 6, 2026
Congress
Josh Gottheimer buy
$1,001 - $15,000 — House
Feb 25, 2026
SEC
CBIZ reported strong 2025 full-year results with revenue up 52.1% and adjusted EPS up 79.6%, primarily due to the acquis
8-K — Impact 8/10
Inst.
BANK OF MONTREAL /CAN/ — ADD
3,507,905 shares ($94.2M)
Price Targets
$41.00
+16.3% upside
Buy
Current $35.26
Low $37.00
Median $41.00
High $45.00
4 analysts
$37.00
$45.00
Analyst Ratings
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 10, 2026 | Stephens & Co. | INITIATE | Equal-Weight |
| Mar 30, 2026 | BMO Capital | INITIATE | Outperform |
| Jan 12, 2026 | Deutsche Bank | INITIATE | Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.80 ▼ -1.7% | $0.64 — $1.18 | -16% YoY | 5 |
| Next Q | $1.24 ▲ +1.1% | $0.96 — $1.36 | 23% YoY | 5 |
| Current FY | $4.07 | $4.04 — $4.10 | 13% YoY | 5 |
| Next FY | $4.49 | $4.35 — $4.60 | 11% YoY | 5 |
Latest Reports
BEARISH
PRESS-RELEASE
7/10
CBIZ announced it will release Q1 2026 earnings on April 29, 2026, but the press release contains no financial results.
Apr 15, 2026
NEUTRAL
Press
3/10
CBIZ announced Peter Scavuzzo's promotion to Senior Vice President, Chief Information & Technology Officer, succeeding r
Apr 14, 2026
BULLISH
8-K
8/10
CBIZ reported strong 2025 full-year results with revenue up 52.1% and adjusted EPS up 79.6%, primarily due to the acquis
Feb 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $201.7M | DOUBLED |
| BlackRock, Inc. | $102.4M | — |
| BANK OF MONTREAL /CAN/ | $94.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $55.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | BURDICK RICK | A | $0.00 |
| May 15, 2026 | Raffa Kathy | A | $0.00 |
| May 15, 2026 | France Gina | A | $0.00 |
| May 15, 2026 | MARABITO RICHARD | A | $0.00 |
| May 15, 2026 | SHERMAN A | A | $0.00 |
Congressional Trades
1 members: 1 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Josh Gottheimer | D | BUY | $1,001 - $15,000 |
| Josh Gottheimer | D | SELL | $1,001 - $15,000 |
50 institutional holders with $920.9M total value (33,503,515 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, BANK. Net buying activity: 16 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 7,511,043 | $201.7M | 21.9% | DOUBLED +136.0% |
| 2 | BlackRock, Inc. | 3,811,925 | $102.4M | 11.1% | — |
| 3 | BANK OF MONTREAL /CAN/ | 3,507,905 | $94.2M | 10.2% | ADD +55.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,146,587 | $57.6M | 6.3% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,072,824 | $55.7M | 6.0% | — |
| 6 | MORGAN STANLEY | 2,008,625 | $53.9M | 5.9% | TRIM -38.2% |
| 7 | ALLIANCEBERNSTEIN L.P. | 901,973 | $45.5M | 4.9% | — |
| 8 | STATE STREET CORP | 1,151,709 | $30.9M | 3.4% | — |
| 9 | ROYCE & ASSOCIATES LP | 825,862 | $22.2M | 2.4% | ADD +25.3% |
| 10 | GOLDMAN SACHS GROUP INC | 686,627 | $18.4M | 2.0% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 622,267 | $16.7M | 1.8% | — |
| 12 | AMERIPRISE FINANCIAL INC | 600,955 | $16.1M | 1.8% | DOUBLED +4615.2% |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 579,597 | $15.6M | 1.7% | TRIM -33.7% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 546,850 | $14.7M | 1.6% | — |
| 15 | Allianz Asset Management GmbH | 544,846 | $14.6M | 1.6% | NEW |
| 16 | BANK OF AMERICA CORP /DE/ | 430,238 | $11.6M | 1.3% | — |
| 17 | Point72 Asset Management, L.P. | 429,664 | $11.5M | 1.3% | NEW |
| 18 | PRUDENTIAL FINANCIAL INC | 357,917 | $9.6M | 1.0% | — |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 357,180 | $9.6M | 1.0% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 344,803 | $9.3M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | ADD | 2,251,649 | 3,507,905 | +55.8% | $94.2M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 3,251,355 | 2,008,625 | -38.2% | $53.9M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | ADD | 659,140 | 825,862 | +25.3% | $22.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 12,745 | 600,955 | +4615.2% | $16.1M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 874,553 | 579,597 | -33.7% | $15.6M | 2026-Q1 |
| Allianz Asset Management GmbH | NEW | — | 544,846 | — | $14.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 429,664 | — | $11.5M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 440,510 | 310,838 | -29.4% | $8.3M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 274,630 | 183,268 | -33.3% | $5.0M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 251,624 | 172,307 | -31.5% | $4.6M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | NEAR_EXIT | 977,046 | 173,726 | -82.2% | $4.6M | 2026-Q1 |
| Nuveen, LLC | ADD | 113,340 | 148,612 | +31.1% | $4.0M | 2026-Q1 |
| Invesco Ltd. | ADD | 90,578 | 122,063 | +34.8% | $3.3M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 63,483 | 111,590 | +75.8% | $3.1M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 26,022 | 97,335 | +274.0% | $2.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 166,975 | 75,357 | -54.9% | $2.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 18,528 | 62,286 | +236.2% | $1.7M | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 99,301 | 61,144 | -38.4% | $1.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 20,178 | 54,871 | +171.9% | $1.5M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 5,288 | 23,705 | +348.3% | $636.5K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEAR_EXIT | 910,713 | 21,663 | -97.6% | $582.0K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 39,093 | 20,022 | -48.8% | $537.6K | 2026-Q1 |
| Cerity Partners LLC | ADD | 7,118 | 12,078 | +69.7% | $324.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 1,575 | 8,388 | +432.6% | $225.2K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 9 | 902 | +9922.2% | $24.2K | 2026-Q1 |
12 unique insiders with 33 transactions. Net insider value: -$116.1K ($357.8K bought, $473.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | BURDICK RICK L | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | Raffa Kathy A | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | France Gina D | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | MARABITO RICHARD T | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | SHERMAN A HAAG | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | SLOTKIN TODD J | Director | AWARD | 6,051 | — | — |
| May 15, 2026 | YOUNG RODNEY A | Director | AWARD | 6,051 | — | — |
| Mar 17, 2026 | Lakhia Brad S. | Senior Vice President & CFO | TAX W/H | 1,647 | $26.49 | $43.6K |
| Mar 13, 2026 | Lakhia Brad S. | Senior Vice President & CFO | BUY | 12,775 | $25.97 | $331.7K |
| Mar 13, 2026 | YOUNG RODNEY A | Director | BUY | 1,000 | $26.06 | $26.1K |
| Mar 13, 2026 | GRISKO JEROME P | CEO & President | GIFT | 33,166 | — | — |
| Mar 10, 2026 | WILEY BENAREE PRATT | Director | SELL | 17,956 | $26.39 | $473.9K |
| Mar 6, 2026 | Lakhia Brad S. | Senior Vice President & CFO | AWARD | 65,941 | — | — |
| Mar 6, 2026 | GRISKO JEROME P | CEO & President | AWARD | 85,709 | — | — |
| Mar 6, 2026 | Mangan Michael T. | Chief Accounting Officer | AWARD | 3,462 | — | — |
| Mar 6, 2026 | Kouzelos Michael P | President, Employee Services | AWARD | 21,760 | — | — |
| Feb 14, 2026 | GRISKO JEROME P | CEO & President | TAX W/H | 4,510 | $27.84 | $125.6K |
| Feb 14, 2026 | Kouzelos Michael P | President, Employee Services | TAX W/H | 1,059 | $27.84 | $29.5K |
| Feb 14, 2026 | Mangan Michael T. | Chief Accounting Officer | TAX W/H | 183 | $27.84 | $5.1K |
| Feb 11, 2026 | GRISKO JEROME P | CEO & President | AWARD | 32,899 | — | — |
| Feb 11, 2026 | Kouzelos Michael P | President, Employee Services | TAX W/H | 4,766 | $30.47 | $145.2K |
| Feb 11, 2026 | Kouzelos Michael P | President, Employee Services | AWARD | 10,623 | — | — |
| Feb 11, 2026 | Mangan Michael T. | Chief Accounting Officer | TAX W/H | 928 | $30.47 | $28.3K |
| Feb 11, 2026 | Mangan Michael T. | Chief Accounting Officer | AWARD | 2,065 | — | — |
| Feb 11, 2026 | GRISKO JEROME P | CEO & President | TAX W/H | 14,756 | $30.47 | $449.6K |
| Feb 9, 2026 | Mangan Michael T. | Chief Accounting Officer | TAX W/H | 204 | $34.29 | $7.0K |
| Feb 9, 2026 | Kouzelos Michael P | President, Employee Services | TAX W/H | 1,116 | $34.29 | $38.3K |
| Feb 9, 2026 | GRISKO JEROME P | CEO & President | TAX W/H | 3,469 | $34.29 | $119.0K |
| Feb 8, 2026 | Mangan Michael T. | Chief Accounting Officer | TAX W/H | 266 | $38.27 | $10.2K |
| Feb 8, 2026 | Kouzelos Michael P | President, Employee Services | TAX W/H | 1,370 | $38.27 | $52.4K |
| Feb 8, 2026 | Kouzelos Michael P | President, Employee Services | EXERCISE | 3,053 | — | — |
| Feb 8, 2026 | GRISKO JEROME P | CEO & President | TAX W/H | 4,241 | $38.27 | $162.3K |
| Feb 8, 2026 | GRISKO JEROME P | CEO & President | EXERCISE | 9,454 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.5/10.
Current analyst consensus: Buy (67% buy). Based on 9 analysts: 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$41.00 mean target
+16.3% upside
Buy (2.00)
$37.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $35.26 |
| Target Low | $37.00 |
| Target Mean | $41.00 |
| Target Median | $41.00 |
| Target High | $45.00 |
| # Analysts | 4 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.80 | $0.64 | $1.18 | -15.6% | -1.7% | 1↑ 2↓ | $0.7B | 2.2% | 5 |
| Next Q 2026-09-30 |
$1.24 | $0.96 | $1.36 | 22.6% | +1.1% | 2↑ 1↓ | $0.7B | 4.4% | 5 |
| Current FY 2026-12-31 |
$4.07 | $4.04 | $4.10 | 12.7% | +0.0% | 3↑ 0↓ | $2.8B | 2.9% | 5 |
| Next FY 2027-12-31 |
$4.49 | $4.35 | $4.60 | 10.5% | +0.0% | 3↑ 1↓ | $3.0B | 4.3% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.802 | |
| 7d ago | $0.816 | -0.014 |
| 30d ago | $0.816 | -0.014 |
| 60d ago | $0.815 | -0.013 |
| 90d ago | $0.890 | -0.088 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 10, 2026 | Stephens & Co. | INITIATE | — | Equal-Weight |
| Mar 30, 2026 | BMO Capital | INITIATE | — | Outperform |
| Jan 12, 2026 | Deutsche Bank | INITIATE | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Feb 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Jan 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 6, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | CBIZ Inc | May 20, 2026 (45d) |
| Mar 5, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | CBIZ Inc | Apr 9, 2026 (36d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
short_volume
Short Volume: CBZ — 72.7% short (0.9M / 1.2M)
Short: 852,901 | Exempt: 11,807 | TRF Vol: 1,172,812 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings
CBIZ Reports First-Quarter 2026 Financial Results
<p align="center"><strong>YoY Growth in Revenue, Earnings, and Cash Flow</strong><br><strong>Increased Adjusted Diluted EPS Outlook for Completed Shar
Apr 29, 2026
short_volume
Short Volume: CBZ — 64.4% short (0.3M / 0.5M)
Short: 334,717 | Exempt: 0 | TRF Vol: 519,802 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
CBZ Q1 2026 Earnings Scheduled — 2026-04-29
Apr 23, 2026
earnings_calendar
CBZ Q1 2026 Earnings Scheduled — 2026-04-23
Apr 15, 2026
earnings
CBIZ to Announce First-Quarter 2026 Results on April 29, 2026
<p align="justify">CLEVELAND, April 15, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ) (the “Company”), a leading advisor to the middle market, wil
Apr 14, 2026
announcement
CBIZ Elevates Peter Scavuzzo to Oversee Unified Technology Organization
Integrated leadership unifies enterprise IT and client facing technology capabilities to strengthen execution, enhance client outcomes, and advance bu
Feb 26, 2026
short_interest
FTD: CBZ — 144,599 shares ($3.9M) failed to deliver
Settlement: 20260226, Price: $27.28, FTD Value: $3,944,660.72, CBIZ INC COM
Feb 25, 2026
earnings_calendar
CBZ Q4 2025 Earnings After Market Close — 2026-02-25