CBIZ (NYSE:CBZ) Shares Gap Up Following Strong Earnings

CBIZ, Inc. (NYSE:CBZ)’s stock price gapped up prior to trading on Thursday following a stronger than expected earnings report. The stock had previously closed at $33.17, but opened at $35.97. CBIZ shares last traded at $29.9660, with a volume of 183,893 shares changing hands.

The business services provider reported $2.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.28 by $0.22. The firm had revenue of $848.58 million during the quarter, compared to analysts’ expectations of $700.07 million. CBIZ had a net margin of 4.19% and a return on equity of 12.23%. CBIZ’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the company posted $2.33 earnings per share. CBIZ has set its FY 2026 guidance at 4.000-4.100 EPS.

CBIZ News Summary

Here are the key news stories impacting CBIZ this week:

• Positive Sentiment: Q1 EPS beat — CBIZ reported adjusted EPS of $2.50, ahead of consensus (~$2.28). The stronger-than-expected EPS is a key driver supporting the stock. Zacks: CBIZ Q1 Earnings
• Positive Sentiment: Raised FY‑2026 EPS guidance — management now targets $4.00–$4.10 for FY‑2026 versus the prior consensus (~$3.79), and gave revenue guidance in a $2.8B–$2.9B range. Upward guidance normally supports share prices. CBIZ Press Release / Slide Deck
• Positive Sentiment: Capital allocation and cash flow — CBIZ highlighted increased cash flow and completion of share repurchases, signaling return‑of‑capital priority that can support EPS and investor sentiment. GlobeNewswire: Q1 Results
• Neutral Sentiment: Earnings materials available — management hosted a call and posted the full transcript and slide presentation; investors can review for segment details and margin drivers. Earnings Call Transcript Earnings Presentation
• Negative Sentiment: Revenue growth and margin remain modest — Q1 revenue rose about 1.3% YoY and net margin is relatively thin (≈4.2%), which tempers the upside from the EPS beat and guidance. MarketBeat: Q1 Results
• Negative Sentiment: Institutional rebalancing / selling — recent filings show sizable position reductions by some large funds (e.g., Durable Capital, others trimmed), which can exert downward pressure on the stock despite company-level positives. Quiver Quantitative: Q1 Coverage & Holdings

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft assumed coverage on shares of CBIZ in a report on Monday, January 12th. They issued a “hold” rating and a $60.00 price objective for the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of CBIZ in a report on Wednesday, January 21st. Zacks Research upgraded shares of CBIZ from a “strong sell” rating to a “hold” rating in a report on Friday, March 27th. Stephens assumed coverage on shares of CBIZ in a report on Friday, April 10th. They issued an “equal weight” rating and a $31.00 price objective for the company. Finally, BMO Capital Markets assumed coverage on shares of CBIZ in a report on Monday, March 30th. They issued an “outperform” rating and a $33.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $41.33.

Insider Transactions at CBIZ

In other news, CFO Brad S. Lakhia purchased 12,775 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was bought at an average cost of $25.97 per share, for a total transaction of $331,766.75. Following the completion of the acquisition, the chief financial officer directly owned 148,480 shares of the company’s stock, valued at approximately $3,856,025.60. The trade was a 9.41% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 4.10% of the stock is owned by company insiders.

Institutional Investors Weigh In On CBIZ

A number of hedge funds have recently bought and sold shares of CBZ. Durable Capital Partners LP bought a new stake in CBIZ during the third quarter valued at about $207,872,000. 22C Capital LLC bought a new stake in CBIZ during the fourth quarter valued at about $161,554,000. Bank of Montreal Can bought a new stake in CBIZ during the fourth quarter valued at about $113,596,000. SG Americas Securities LLC bought a new stake in CBIZ during the fourth quarter valued at about $35,653,000. Finally, Sunriver Management LLC bought a new stake in CBIZ during the third quarter valued at about $31,605,000. 87.44% of the stock is currently owned by institutional investors.

CBIZ Price Performance

The company has a debt-to-equity ratio of 0.79, a current ratio of 1.22 and a quick ratio of 1.22. The stock’s fifty day simple moving average is $28.27 and its 200-day simple moving average is $41.39. The company has a market capitalization of $1.67 billion, a P/E ratio of 17.19, a PEG ratio of 0.58 and a beta of 0.93.

CBIZ Company Profile

CBIZ, Inc (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.

Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services.