CBIZ
About: CBIZ Inc through its subsidiaries provides professional services advisors to middle-market businesses and organizations nationwide. Its business units have been aggregated into three practice groups: Financial Services, Benefits and Insurance Services, and National Practices. The company provides its services to various industries such as Banking & Financial Services, Commercial Real Estate, Construction, Health Care Manufacturing & Distribution NFP & Education, Private Client Services, Professional Services, Public Sector, and Technology & Life Sciences. It derives the majority of its revenues from the Financial Services segment and geographically from the United States.
Employees: 6,700
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 33
20% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 79
13% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 9 (+1) [Q1 2025]
2% more funds holding
Funds holding: 279 [Q4 2024] → 285 (+6) [Q1 2025]
8.1% less ownership
Funds ownership: 90.96% [Q4 2024] → 82.86% (-8.1%) [Q1 2025]
10% less capital invested
Capital invested by funds: $3.74B [Q4 2024] → $3.38B (-$356M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for CBZ.
Financial journalist opinion
Neutral
Business Wire
3 weeks ago
CBIZ Report Highlights Rising Costs: Surge in Inpatient and Outpatient Expenses, Popular GLP-1 Drugs like Ozempic Drive Pharmacy Spend Increase
CLEVELAND--(BUSINESS WIRE)--CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, announced the release of its 2025 State of Healthcare Report. The report provides a data-driven look at trends affecting employer-sponsored healthcare and the strategies organizations are using to stay competitive. Now, more than ever, employers face increased pressure to balance affordability with employee wellbeing as healthcare costs continue to rise. The State of Healthcare Report draws on.
Neutral
Business Wire
1 month ago
CBIZ Launches Comprehensive Tariff Solution to Help Businesses Respond to Evolving Trade Pressures
CLEVELAND--(BUSINESS WIRE)--CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, announced the launch of its CBIZ Tariff Solution, a cross-functional offering designed to help companies address the rising financial, operational, and compliance challenges driven by new and evolving global trade policies. As tariffs reshape global markets and increase pressure on costs, margins, and supply chain stability, middle-market businesses face urgent challenges requiring fast, coordi.
Neutral
Business Wire
1 month ago
CBIZ Appoints Additional National Industry Leaders to Ensure Delivery of Tailored Expertise to Clients
CLEVELAND--(BUSINESS WIRE)--CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, announced the appointment of seven new national industry leaders on the heels of announcing six national industry leaders in February. These appointments reinforce CBIZ's commitment to industry specialization and delivering tailored expertise to clients. The newly appointed leaders and their respective industries are: Edward Bechold & David Bukzin – Capital Markets Lou Biscotti – Food &.
Neutral
Business Wire
1 month ago
CBIZ Deepens Relationship with Suralink to Optimize Client Experience and Audit Workflows
SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for professional services firms, today announced that CBIZ, a leading consulting, tax, and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review, and other attest services, has expanded its adoption of Suralink with the purchase of 1,700+ additional licenses. This strategic investment, which comes on the heels of CBIZ's acquisition of Marcum, ref.
Neutral
Seeking Alpha
1 month ago
CBIZ, Inc. (CBZ) Q1 2025 Earnings Call Transcript
CBIZ, Inc. (NYSE:CBZ ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Lori Novickis - Director-Corporate Relations Jerry Grisko - President and Chief Executive Officer Brad Lakhia - Chief Financial Officer Conference Call Participants Christopher Moore - CJS Securities Andrew Nicholas - William Blair Marc Riddick - Sidoti Operator Good day, and welcome to the CBIZ First Quarter 2025 Results Conference Call. [Operator Instructions] Please note, this event is being recorded.
Positive
Zacks Investment Research
1 month ago
5 Consulting Industry Stocks With Solid Short-Term Price Upside to Buy
We recommend five consulting stocks with a favorable Zacks Rank and strong near-term price upside to strengthen your portfolio. These are HURN, CBZ, STN, IIII, CRAI.
Positive
Zacks Investment Research
1 month ago
CBIZ (CBZ) Surpasses Q1 Earnings Estimates
CBIZ (CBZ) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $2.13 per share. This compares to earnings of $1.54 per share a year ago.
Neutral
PRNewsWire
1 month ago
CBIZ REPORTS FIRST-QUARTER 2025 RESULTS
FIRST-QUARTER HIGHLIGHTS: TOTAL REVENUE UP 69.5% NET INCOME UP 59.7%; GAAP DILUTED EPS UP 24.8% ADJUSTED EBITDA UP 100.0%; ADJUSTED DILUTED EPS UP 40.5% MARCUM INTEGRATION ON SCHEDULE CLEVELAND , April 24, 2025 /PRNewswire/ -- CBIZ, Inc., (NYSE: CBZ) ("CBIZ" or the "Company"), a leading national professional services advisor, today announced results for the first quarter ended March 31, 2025. "CBIZ delivered positive first-quarter results.
Neutral
PRNewsWire
1 month ago
CBIZ TO ANNOUNCE FIRST-QUARTER 2025 RESULTS ON APRIL 24, 2025
CLEVELAND , April 16, 2025 /PRNewswire/ -- CBIZ, Inc. (NYSE: CBZ) (the "Company"), a leading national professional services advisor, will announce its financial results for the first quarter ended March 31, 2025, before markets open on Thursday, April 24, 2025. A conference call to discuss the Company's financial results will be hosted by CBIZ President and Chief Executive Officer Jerry Grisko and Chief Financial Officer Brad Lakhia at 11 a.m.
Positive
Zacks Investment Research
2 months ago
3 Stocks to Buy From the Prosperous Consulting Services Industry
The Zacks Consulting Services industry is poised to prosper, with service activities remaining healthy. BAH, STN and CBZ are three stocks that are well-placed to ride the demand strength.
Charts implemented using Lightweight Charts™