CBIZ, Inc. (CBZ)

In the past six months, CBIZ's stock has fluctuated between a 52-week low of $50.51 and a 52-week high of $90.13, with the share price around $52.80 to $53.55 as of late October 2025. Key events include a strong Q2 2025 earnings report with adjusted diluted earnings per share increasing by 64% to $0.95, surpassing analyst estimates, although GAAP revenue fell short of expectations due to planned declines in legacy Marcum capital markets work, a wind-down in its SPAC practice, client conflicts, and unfavorable market conditions in the advisory space. Analysts expect CBIZ to announce its Q3 2025 results, projecting earnings of $0.94 per share and revenue of $709.184 million. Director Rodney A. Young acquired 2,000 shares of CBIZ stock in August. Analyst ratings have varied, with William Blair reissuing an "outperform" rating, Weiss Ratings reissuing a "hold (c-)" rating in October, and later cutting CBIZ to "Sell (D+)" on October 25, 2025. Various institutional investors have modified their holdings, with some increasing their stakes and others reducing them.

Demand for CBIZ's products and services exhibits some seasonality, particularly within its Financial Services division, with the first quarter being the busiest for accounting and tax businesses. Approximately 77% of CBIZ's services are essential and recurring, providing a stable revenue base, while non-recurring, project-based services, constituting about 23% of total revenue, are more susceptible to economic uncertainties. The company has noted increased client pushback on rate increases in Q2 2025, aligning with clients prioritizing cost controls, which created a headwind for the full year.

CBIZ, Inc. is a national provider of financial, insurance, and advisory services in the United States and Canada, operating in the professional services sector, specifically in business support services and industrials. The company delivers its services through Financial Services, Benefits and Insurance Services, and National Practices segments, offering accounting, tax compliance, financial advisory, valuation, risk and advisory services, government healthcare consulting, employee benefits consulting, payroll and human capital management, property and casualty insurance, retirement and investment services, national technology solutions, IT managed networking and hardware services, and cyber risk management programs.

CBIZ has a significant geographic presence across the United States, with over 120 offices in more than 40 states, and also operates in Canada, serving over 100,000 clients nationwide.

CBIZ has maintained a strong brand reputation in the past year, evidenced by recognition on Forbes' lists such as "Best Employers for New Grads," "America's Best Large Employers," "Most Trusted Companies in America," and "America's Best Companies" in the professional services and tax/accounting categories. The company's 2024 acquisition of Marcum LLP has been highlighted for its strategic value and positive cultural alignment. There is no readily available information indicating significant negative events that have affected CBIZ's brand reputation in the past year.

CBIZ, Inc. has a diverse ownership structure, with institutional investors holding a significant majority of the stock, ranging from approximately 87.44% to 92.44%. Individual investors hold around 4.94% of the stock, and corporate insiders own 4.95%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Morgan Stanley. A notable individual owner is Director Rodney A. Young, who increased his holdings in August 2025.