Key Points
- CFO Brad Lakhia purchased 12,775 shares of CBIZ on March 13 at an average price of $25.97 (≈$331,767), increasing his stake to 148,480 shares—a 9.41% ownership increase—and the trade was disclosed in an SEC filing.
- CBIZ's latest quarter missed estimates (EPS of -$0.70 vs. -$0.66 and revenue $542.66M vs. $578.02M) despite 17.9% YoY revenue growth, but management issued FY2026 guidance of $3.75–$3.85 EPS; the stock trades near $26.50 with a market cap of about $1.46B, P/E ≈15, and a consensus price target of $60 amid mixed analyst ratings.
CBIZ, Inc. (NYSE:CBZ - Get Free Report) CFO Brad Lakhia bought 12,775 shares of CBIZ stock in a transaction dated Friday, March 13th. The stock was acquired at an average price of $25.97 per share, for a total transaction of $331,766.75. Following the completion of the acquisition, the chief financial officer owned 148,480 shares in the company, valued at approximately $3,856,025.60. The trade was a 9.41% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink.
CBIZ Stock Up 3.1%
Shares of NYSE CBZ opened at $26.50 on Wednesday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.79. CBIZ, Inc. has a 12-month low of $25.44 and a 12-month high of $80.65. The firm's 50-day moving average price is $36.13 and its 200-day moving average price is $47.31. The stock has a market capitalization of $1.46 billion, a price-to-earnings ratio of 14.97, a P/E/G ratio of 0.48 and a beta of 0.94.
CBIZ (NYSE:CBZ - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The business services provider reported ($0.70) EPS for the quarter, missing the consensus estimate of ($0.66) by ($0.04). CBIZ had a return on equity of 12.23% and a net margin of 4.19%.The company had revenue of $542.66 million during the quarter, compared to analysts' expectations of $578.02 million. During the same quarter in the prior year, the business posted ($0.20) EPS. The company's revenue was up 17.9% on a year-over-year basis. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. On average, equities research analysts anticipate that CBIZ, Inc. will post 2.65 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
Several research firms have recently weighed in on CBZ. Deutsche Bank Aktiengesellschaft assumed coverage on CBIZ in a research report on Monday, January 12th. They set a "hold" rating and a $60.00 target price on the stock. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of CBIZ in a research note on Wednesday, January 21st. Zacks Research cut shares of CBIZ from a "hold" rating to a "strong sell" rating in a research report on Thursday, February 26th. Finally, CJS Securities raised shares of CBIZ to a "strong-buy" rating in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $60.00.
Get Our Latest Analysis on CBZ
Institutional Inflows and Outflows
Several large investors have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd grew its stake in shares of CBIZ by 377.8% during the third quarter. Caitong International Asset Management Co. Ltd now owns 559 shares of the business services provider's stock valued at $30,000 after buying an additional 442 shares during the last quarter. Strategic Wealth Investment Group LLC bought a new stake in shares of CBIZ during the 2nd quarter worth approximately $37,000. Danske Bank A S bought a new stake in shares of CBIZ during the 3rd quarter worth approximately $42,000. Torren Management LLC purchased a new position in CBIZ during the 4th quarter valued at $48,000. Finally, EverSource Wealth Advisors LLC boosted its holdings in CBIZ by 165.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 722 shares of the business services provider's stock valued at $52,000 after acquiring an additional 450 shares during the period. Hedge funds and other institutional investors own 87.44% of the company's stock.
CBIZ Company Profile
(
Get Free Report)
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.
Further Reading
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