CBIZ, Inc. (CBZ)

In the past six months (approximately October 2025 to April 2026), CBIZ's stock price has experienced a significant decline. As of April 6, 2026, the share price was $28.28, representing a 60.16% decrease from $70.99 on April 7, 2025. The stock hit an all-time high of $88.65 in February 2025, but has since pulled back sharply, trading near its 52-week low of $24.29 as of mid-November 2025 and April 2026. This decline was partly driven by softer quarterly results and less favorable market conditions in the first half of 2025, as well as lower demand in its SEC capital markets practice. The Marcum acquisition involved the issuance of roughly 14.4 million shares of CBIZ common stock, constituting about 22% of the company's outstanding shares.

CBIZ's core financial services are impacted by seasonality due to the nature of tax season, with a heavier volume of activity during the first four months of the year. This seasonality is most evident in quarterly earnings per share (EPS), with most of the annual EPS typically earned during the first half of the year. Historically, December has been the strongest month for CBIZ's common stock, while September tends to be the weakest month. The company's revenue is generally weighted approximately 55% in the first half of the year and 45% in the second half.

CBIZ, Inc. is a national provider of financial, insurance, and advisory services, primarily serving small and medium-sized businesses, individuals, governmental entities, and not-for-profit enterprises in the United States and Canada. The company operates within the professional services sector and the specialty business services industry. CBIZ's services are delivered through three main segments: Financial Services, Benefits and Insurance Services, and National Practices. A significant strategic move for CBIZ was the acquisition of Marcum LLP's non-attest business in November 2024, valued at approximately $2.3 billion, positioning CBIZ as the seventh-largest U.S. accounting services provider.

CBIZ, Inc. operates through more than 160 offices across 22 major markets coast to coast in the United States and also has operations in Canada, particularly within its information technology services. As of late 2025, CBIZ employed over 10,000 individuals.

In the past year, CBIZ has received national recognition for its workplace culture, earning a record 106 workplace awards in 2024. The company also created over 200 million branding impressions with its national brand campaign in 2025, generating over 50,000 net new leads. CBIZ was also ranked as the #1 construction accounting firm by Construction Executive. However, there have been some concerns raised regarding the quality of audit services and the integration of the Marcum LLP acquisition.

CBIZ, Inc. is a publicly traded company on the NYSE under the ticker symbol CBZ, with a ownership structure heavily dominated by institutional investors. As of July 2025, institutional investors held approximately 87.44% of CBIZ shares, while individual ownership accounts for a smaller portion, approximately 4.9% of the shares.