SecBot SecBot

CBZ

CBIZ, Inc.
NYSE· Services-Business Services, NEC· Inc. DE· CIK 0000944148 Software & IT
$54.85 −0.08 (−0.15%)
Oct 26 4:00 PM ET · prev $54.94
Market cap
$3.0B
Mid cap
Consensus
Hold
0% Buy or better · 12 analysts
Median target
$55.00
+0% · range $55.00–55.00
1 year
+4.0%
from $52.77 · Oct 27
30 days
+0.3%
from $54.71
52-week range
$25.14–55.50
−1% from high · low Mar 24
Avg volume 20D
1.36M
Oct 12 spike 3.50M
Short interest
2.14M
≈4.0% of shares · +4.1%
Days to cover
2.3
at average volume
Insider net
−$116.1K
2 buyers · 1 seller · 12 mo
New fund stakes
0
Q2 2026 13F · 3 exits
Filing reports
10
analyzed by SecBot
SecBot read BULLISH 8 reports · 90 days
Balance 0 bearish · 4 bullish · 4 neutral oldest → newest, height = score
Avg score ·High conf. 8/8
Strongest NEUTRAL CBIZ reported Q3 2026 revenue of $702M (+1.2% YoY) and GAAP EPS of $0.79 (+64.6% YoY), with Adjusted EBITDA…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersMIXED

    2 insiders bought $357.8K at an average $25.97. 1 insider sold $473.9K. Price is 111% above their cost.

  • InstitutionsMIXED

    Q2 2026: 23 added (0 new), 23 trimmed or exited.

  • AnalystsMIXED

    0 of 12 rate it Buy or better. Every target is above the price.

  • Short sellersSTEADY

    Short interest +4.1% to 2.14M shares. 2.3 days to cover, ≈4.0% of shares.

  • TrendUPTREND

    0% above its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
3
exits
FundMoveSharesValue
BlackRock, Inc.ADD4,971,786$159.5M
MORGAN STANLEYTRIM1,492,737$47.9M
Boston PartnersADD778,451$25.7M
SILVERCREST ASSET MANAGEMENT GROUP LLCADD736,320$23.6M
Nuveen, LLCDOUBLED464,362$14.9M
UBS Group AGADD411,595$13.2M
Russell Investments Group, Ltd.DOUBLED278,966$8.9M
BANK OF AMERICA CORP /DE/TRIM224,255$7.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts
Hold 0% rate it Buy or better
Strong Buy0Buy0Hold7Sell4Strong Sell1
12-month targets · 2 analysts

Price is below the lowest target. Median implies +0%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 23, 2026William Blair
DOWNGRADE
DOWNGRADEMarket Perform
Sep 16, 2026Barrington Research
DOWNGRADE
DOWNGRADEMarket Perform
Jul 30, 2026CJS Securities
DOWNGRADE
DOWNGRADEMarket Perform
Jun 24, 2026Barrington Research
INITIATE
INITIATEOutperform
Congressional trades
CBZ trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
DateMemberTypeAmountDisclosed
Jun 30, 2026
Gilbert Cisneros
D· HOUSE· CBIZ Inc
SELL$1,001 - $15,000Jul 2, 2026(2d)
Apr 6, 2026
Josh Gottheimer
D· HOUSE· Joint account· CBIZ Inc
BUY$1,001 - $15,000May 19, 2026(43d)
Mar 5, 2026
Josh Gottheimer
D· HOUSE· Joint account· CBIZ Inc
SELL$1,001 - $15,000Apr 8, 2026(34d)

Insider ledger

Form 4
$357.8K
bought · 2 insiders
$473.9K
sold · 1 insider
+111.2%
vs their $25.97 cost
DateInsiderTypeValue
Sep 17, 2026
Lakhia Brad S.
Senior Vice President & CFO
TAX W/H$317.4K
Aug 4, 2026
SHERMAN A HAAG
Director
TAX W/H$1.2M
Aug 4, 2026
SHERMAN A HAAG
Director
EXERCISE$1.2M
May 15, 2026
BURDICK RICK L
Director
AWARD6,051 sh
May 15, 2026
Raffa Kathy A
Director
AWARD6,051 sh
May 15, 2026
France Gina D
Director
AWARD6,051 sh
May 15, 2026
MARABITO RICHARD T
Director
AWARD6,051 sh
May 15, 2026
SHERMAN A HAAG
Director
AWARD6,051 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$2.64$2.55–$2.70+3.5%$886.9M
Current FY$4.13$4.11–$4.16+2.7%$2.8B
Next FY$4.46$4.35–$4.60+5.1%$2.9B

Short side

FINRA· Sep 30, 2026
2,144,835
shares short
+4.1%
vs prior settlement
2.3
days to cover
≈4.0%
of shares outstanding
Trading halts
Jul 29, 2026Resumption ScheduledResumed
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
CBIZ disclosed an additional ~$15M in one-time legal expenses related to the pending Grant Thornton acquisition…
8-K — Impact 3/10
Oct 22, 2026 Earnings calendar
CBZ Q3 2026 Earnings Scheduled — 2026-10-22
Oct 19, 2026 SEC
CBIZ reported Q3 2026 revenue of $702M (+1.2% YoY) and GAAP EPS of $0.79 (+64.6% YoY), with Adjusted EBITDA of $132M…
8-K — Impact 4/10
Oct 19, 2026 SEC
CBIZ reported Q3 2026 adjusted diluted EPS of $1.21, missing the $1.26 consensus by 4.0%, on revenue of $702M (+1.2%…
PRESS-RELEASE — Impact 4/10
Sep 17, 2026 Insider
Lakhia Brad S. surrendered for taxes 5,813 shares
Senior Vice President & CFO @ $54.60 ($317.4K)
Aug 4, 2026 Insider
SHERMAN A HAAG surrendered for taxes 22,354 shares
Director @ $55.07 ($1.2M)
Aug 4, 2026 Insider
SHERMAN A HAAG acquired via exercise 50,000 shares
Director @ $24.62 ($1.2M)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
4,971,786 shares ($159.5M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 22, 2026
Earnings date
CBZ Q3 2026 Earnings Scheduled — 2026-10-22
Oct 19, 2026
Earnings
CBIZ Reports Third-Quarter and Nine Months Ended September 30, 2026 Financial Results
Third-Quarter Financial Highlights: Total revenue of $702M, up 1.2%; Financial Services revenue up 1.2%Net income of $47M, up 56.7%; GAAP EPS of…
Oct 19, 2026
Earnings result
CBZ Q3 2026 Earnings: EPS $1.21 (-7.3% vs est)
Aug 14, 2026
Short interest
Short Interest: CBZ down 32% to 2.3M shares
Settlement 2026-08-14 | Days to cover: 1.52 | ≈4.23% of shares outstanding (est.)
Jul 29, 2026
Press release
Shareholder Alert: Ademi LLP investigates whether CBIZ, Inc. is obtaining a Fair Price for Public Shareholders
MILWAUKEE, July 29, 2026 /PRNewswire/ -- Ademi LLP is investigating CBIZ (NYSE: CBZ) for possible breaches of fiduciary duty and other violations of…

SecBot reports

10 filings · 1 press release · 5 bullish · 0 bearish · 5 neutral
All CBZ filing & press-release reports (11)