Latest revenue
$848.6M
as of 2026-03-31
Latest net income
$161.6M
as of 2026-03-31
Net margin
19.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.78B
- Enterprise value
- $1.78B
- P/E (trailing)
- 15.4×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $77.91
- 52-wk low
- $24.29
- Beta
- —
- Shares out
- 55.1M
5-year trend
What this company does
ITEM 1. BUSINESS Overview CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across more than 140 locations in 23 major markets coast to coast. Business Strategy Since the Company’s founding in 1996, CBIZ has been committed to building an organization that offers unparalleled services and expertise across its industries, addressing its clients' most critical, time-sensitive needs…
AI summary unavailable — showing raw filing excerpt
Generated from CBZ's filing dated 2026-02-26
Key risks
ITEM 1A. RISK FACTORS. The discussion below describes the material factors, events, and uncertainties that make an investment in our securities risky, and these risk factors should be considered carefully together with all other information in this Annual Report on Form 10-K, including the financial statements and notes thereto. The discussion below does not address all of the risks that we face, and additional risks not presently known to us or that we currently deem immaterial may also arise and impair our business, financial condition and results of operations. Our business, financial condition or results of operations could be materially adversely affected by the occurrence of any of…
AI summary unavailable — showing raw filing excerpt
Generated from CBZ's filing dated 2026-02-26
Profitability
Gross margin
12.9%
28.1%Operating margin
8.5%
108.7%Net margin
4.2%
85.0%Return on equity
6.5%
181.3%Return on assets
2.6%
185.2%Leverage
Debt / equity
1.48×
2.3%Long-term debt / equity
0.78×
4.2%Debt / assets
59.6%
0.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $848.6M | +1.3% | $161.6M | +31.6% | 19.0% |
Q4 2025 2025-12-31 | $542.7M | +17.9% | $-79.4M | +12.5% | -14.6% |
Q3 2025 2025-09-30 | $693.8M | +58.1% | $30.1M | -14.1% | 4.3% |
Q2 2025 2025-06-30 | $683.5M | +62.7% | $41.9M | +111.9% | 6.1% |
Q1 2025 2025-03-31 | $838.0M | +69.5% | $122.8M | +59.7% | 14.7% |
Q4 2024 2024-12-31 | $460.3M | — | $-90.7M | — | -19.7% |
Q3 2024 2024-09-30 | $438.9M | +6.9% | $35.1M | +4.2% | 8.0% |
Q2 2024 2024-06-30 | $420.0M | +5.4% | $19.8M | -26.3% | 4.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Business Services, NEC · SIC 7389
Your notes
Keep private notes on CBZ — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$682.6K
Insider selling
$884.5K
Net activity
−$201.9K
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CBZ
Institutional value
$587.4M
Total shares held
22.8M
Distinct holders
149
-114 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.8M | $102.4M | +213.6K (+5.9%) | Added |
| 2 | BANK OF MONTREAL /CAN/ | 3.5M | $94.2M | +1.3M (+55.8%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $57.6M | — | New |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $55.7M | — | New |
| 5 | BloombergSen Inc. | 994.0K | $26.7M | -34.3K (-3.3%) | Trimmed |
| 6 | ROYCE & ASSOCIATES LP | 825.9K | $22.2M | +166.7K (+25.3%) | Added |
| 7 | Boston Partners | 561.4K | $15.1M | — | New |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 557.9K | $15.0M | +537.9K (+2701.5%) | Added |
| 9 | DIMENSIONAL FUND ADVISORS LP | 546.9K | $14.7M | -42.8K (-7.3%) | Trimmed |
| 10 | Allianz Asset Management GmbH | 544.8K | $14.6M | — | New |
| 11 | WATERS PARKERSON & CO., LLC | 523.0K | $14.0M | +85.8K (+19.6%) | Added |
| 12 | JANE STREET GROUP, LLC | 399.9K | $10.7M | +370.2K (+1247.6%) | Added |
| 13 | PRUDENTIAL FINANCIAL INC | 357.9K | $9.6M | — | New |
| 14 | GENEVA CAPITAL MANAGEMENT LLC | 353.1K | $9.5M | -46.5K (-11.6%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 344.8K | $9.3M | — | New |
| 16 | MONTRUSCO BOLTON INVESTMENTS INC. | 340.0K | $9.1M | +44.9K (+15.2%) | Added |
| 17 | UBS Group AG | 282.0K | $7.6M | +205.0K (+266.0%) | Added |
| 18 | Summit Creek Advisors LLC | 234.6K | $6.3M | -29.5K (-11.2%) | Trimmed |
| 19 | JPMORGAN CHASE & CO | 224.0K | $6.0M | +172.3K (+333.7%) | Added |
| 20 | WCM INVESTMENT MANAGEMENT, LLC | 183.3K | $5.0M | -91.4K (-33.3%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CBZ's latest filing finishes processing.