CBIZ, Inc. $CBZ Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. decreased its position in CBIZ, Inc. (NYSE:CBZ) by 3.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,888,523 shares of the business services provider’s stock after selling 192,517 shares during the period. Vanguard Group Inc. owned about 8.99% of CBIZ worth $258,896,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Fifth Third Bancorp increased its stake in shares of CBIZ by 7.1% in the 3rd quarter. Fifth Third Bancorp now owns 5,074 shares of the business services provider’s stock valued at $269,000 after purchasing an additional 335 shares in the last quarter. State of New Jersey Common Pension Fund D grew its holdings in CBIZ by 26.1% in the third quarter. State of New Jersey Common Pension Fund D now owns 32,876 shares of the business services provider’s stock valued at $1,741,000 after purchasing an additional 6,808 shares during the period. PNC Financial Services Group Inc. increased its position in shares of CBIZ by 5.0% in the third quarter. PNC Financial Services Group Inc. now owns 4,798 shares of the business services provider’s stock valued at $254,000 after buying an additional 227 shares in the last quarter. Caprock Group LLC purchased a new stake in shares of CBIZ in the third quarter valued at approximately $528,000. Finally, Optimize Financial Inc acquired a new position in shares of CBIZ during the 3rd quarter worth approximately $280,000. 87.44% of the stock is owned by hedge funds and other institutional investors.

CBIZ Price Performance

CBIZ stock opened at $28.55 on Friday. The company has a fifty day simple moving average of $42.05 and a 200-day simple moving average of $50.53. The firm has a market capitalization of $1.55 billion, a price-to-earnings ratio of 16.13 and a beta of 0.92. The company has a quick ratio of 1.57, a current ratio of 1.57 and a debt-to-equity ratio of 0.80. CBIZ, Inc. has a 52-week low of $26.97 and a 52-week high of $80.65.

CBIZ (NYSE:CBZ) last posted its quarterly earnings results on Wednesday, February 25th. The business services provider reported ($0.70) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.66) by ($0.04). The business had revenue of $542.66 million for the quarter, compared to analyst estimates of $578.02 million. CBIZ had a return on equity of 12.02% and a net margin of 4.19%.The business’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($0.20) earnings per share. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. On average, equities analysts anticipate that CBIZ, Inc. will post 2.65 EPS for the current fiscal year.

Key CBIZ News

Here are the key news stories impacting CBIZ this week:

• Positive Sentiment: Management set FY‑2026 EPS guidance of $3.75–$3.85, which, if achieved, would imply meaningful earnings recovery and could support valuation expansion. CBIZ, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: Company is targeting 2%–5% revenue growth for 2026 and is prioritizing integration of acquisitions and AI investments — a strategic shift that could drive margin improvement and incremental revenue over time. CBIZ targets 2%–5% revenue growth in 2026 as integration and AI drive strategic priorities
• Neutral Sentiment: Q4 revenue was up ~17.9% year‑over‑year, showing topline expansion despite the quarter missing street sales estimates — the growth helps the multi‑year story but didn’t offset the misses this quarter. CBIZ Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Q4 EPS missed estimates (reported $(0.70) vs. consensus $(0.66)) and revenue came in below analyst expectations ($542.7M reported vs. ~$578M expected), which is the primary near‑term catalyst for the selloff. CBIZ (NYSE:CBZ) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
• Negative Sentiment: Technically the stock is far below its 50‑ and 200‑day moving averages and trading near its 52‑week low with above‑average volume, indicating bearish momentum that can amplify downside even if longer‑term fundamentals look constructive.

Insider Activity

In other CBIZ news, Director Benaree Pratt Wiley sold 8,288 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $49.54, for a total value of $410,587.52. Following the completion of the sale, the director directly owned 35,956 shares in the company, valued at $1,781,260.24. This represents a 18.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 4.95% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft began coverage on shares of CBIZ in a report on Monday, January 12th. They issued a “hold” rating and a $60.00 price target for the company. Zacks Research lowered shares of CBIZ from a “hold” rating to a “strong sell” rating in a research report on Thursday. CJS Securities upgraded shares of CBIZ to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CBIZ in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, CBIZ presently has an average rating of “Hold” and an average target price of $60.00.

CBIZ 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.