CBIZ, Inc.
At today's price, CBIZ, Inc. (CBZ) is priced for -4.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• CBIZ is a professional-services firm selling accounting, tax, benefits, and insurance to middle-market clients, and its edge is bundling: the 10-K describes embedding in local markets so it can ⟦"drive growth, eliminating a client's need to coordinate between multiple service providers."⟧ • The defining near-term issue is the Marcum acquisition: it roughly doubled the firm but left organic growth at about 1% in the first quarter and pushed leverage up, so integration, not new business, is the
Is CBZ overvalued? See what's priced in →
253 institutional managers reported holding CBZ in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 47%. 54 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 3.9M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CBZ's share count grew 17.9% over the past five years even with $384.21M spent on repurchases. It pays no dividend. Cash returned over the past three years: $176.69M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CBZ over the trailing three years: 2024: 1 buy totaling $78k; 2025: 4 buys totaling $401k; 2026: 2 buys totaling $358k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CBZ's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-29 | -0.1% | +1.1% |
| 2023-07-28 | -2.2% | -0.8% |
| 2023-10-27 | -1.3% | +24.8% |
| 2024-02-24 | +10.5% | -3.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CBZ's latest 8-K filings: 2026-05-15 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-02-25 (items 2.02, 9.01); 2026-02-17 (items 8.01); 2026-01-14 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.