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 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,856% more call options, than puts
Call options by funds: $802K | Put options by funds: $41K
75% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 7 (+3) [Q4]
22% more capital invested
Capital invested by funds: $3.04B [Q3] → $3.72B (+$680M) [Q4]
20% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 82
0.63% more ownership
Funds ownership: 89.95% [Q3] → 90.58% (+0.63%) [Q4]
5% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 44
1% less funds holding
Funds holding: 282 [Q3] → 278 (-4) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CBZ.
Financial journalist opinion
Based on 3 articles about CBZ published over the past 30 days
Positive
Zacks Investment Research
3 weeks ago
CBIZ (CBZ) is an Incredible Growth Stock: 3 Reasons Why
CBIZ (CBZ) possesses solid growth attributes, which could help it handily outperform the market.
Positive
Zacks Investment Research
3 weeks ago
Bet on These 4 Stocks With Solid Net Profit Margins to Boost Returns
Here we present four stocks, STRL, KINS, MHGU and CBZ, with solid net profit margins that can contribute to making a strong portfolio.
Positive
Seeking Alpha
3 weeks ago
CBIZ's Acquisition Good For Another Strong Buy Rating
I maintain a Strong Buy rating for CBIZ, Inc. stock with a one-year price target of $102.23, driven by the promising Marcum LLP acquisition. Despite Q4 earnings hit by transaction costs, CBIZ expects smoother progress and significant growth in 2025, with adjusted EPS projected to rise by 49.4%. The current share price dip offers an attractive entry point, supported by expected revenue and earnings boost from the Marcum acquisition and future acquisitions.
Neutral
Seeking Alpha
1 month ago
CBIZ, Inc. (CBZ) Q4 2024 Earnings Call Transcript
CBIZ, Inc. (NYSE:CBZ ) Q4 2024 Earnings Conference Call February 26, 2025 11:00 AM ET Company Participants Lori Novickis – Director-Corporate Relations Jerry Grisko – President and Chief Executive Officer Ware Grove – 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 Fourth Quarter and Year-End 2024 Results. All participants will be in listen-only mode.
Neutral
PRNewsWire
1 month ago
CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2024 RESULTS
FOURTH-QUARTER HIGHLIGHTS: MARCUM ACQUISITION CLOSED NOVEMBER 1, 2024 FOURTH-QUARTER REVENUE UP 40.5%; SAME-UNIT REVENUE UP 6.4% RESULTS INCLUDE MARCUM TRANSACTION AND INTEGRATION EXPENSES AND SEASONAL RESULTS FROM CONSOLIDATED OPERATIONS IN NOVEMBER AND DECEMBER FULL-YEAR HIGHLIGHTS: TOTAL REVENUE UP 14.0%; SAME-UNIT REVENUE UP 4.8% GAAP EPS $0.78; ADJUSTED EPS, EXCLUDING THE IMPACT OF THE MARCUM TRANSACTION AND EXCLUDING ACQUISITION TRANSACTION AND INTEGRATION COSTS, $2.67, UP 10.8% 2025 OUTLOOK: TOTAL REVENUE WITHIN A RANGE OF $2.90 BILLION TO $2.95 BILLION GAAP EPS WITHIN A RANGE OF $1.97 TO $2.02 PER DILUTED SHARE ADJUSTED EPS WITHIN A RANGE OF $3.60 TO $3.65 PER DILUTED SHARE ADJUSTED EBITDA WITHIN A RANGE OF $450 MILLION TO $456 MILLION CLEVELAND , Feb. 26, 2025 /PRNewswire/ -- CBIZ, Inc. (NYSE: CBZ) ("CBIZ", or the "Company"), a leading national professional services advisor, today announced fourth-quarter and full-year results for the period ended December 31, 2024. On November 1, 2024, CBIZ closed the previously announced acquisition of Marcum LLP (the "Transaction"), the largest acquisition in the Company's history.
Neutral
PRNewsWire
1 month ago
CBIZ TO ANNOUNCE FOURTH-QUARTER AND FULL-YEAR 2024 RESULTS ON FEBRUARY 26, 2025
CLEVELAND , Feb. 12, 2025 /PRNewswire/ -- CBIZ, Inc., (NYSE: CBZ) (the "Company") a leading national professional services advisor, will announce its financial results for the fourth quarter and full year ended December 31, 2024, before markets open on Wednesday, February 26, 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 Ware Grove at 11 a.m.
Neutral
Business Wire
1 month ago
CBIZ Appoints Six National Industry Leaders to Ensure Delivery of Tailored Expertise to Clients
CLEVELAND--(BUSINESS WIRE)--CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced the appointment of six new national industry leaders, marking a significant milestone in the ongoing integration of Marcum, which became part of CBIZ in November 2024. These appointments, effective Feb. 1, 2025, reinforce CBIZ's commitment to industry specialization and delivering tailored expertise to clients. The newly appointed leaders and their respective industries are: Mic.
Neutral
Business Wire
2 months ago
CBIZ Board Adds Kathy Raffa as Independent Director
CLEVELAND--(BUSINESS WIRE)--CBIZ, Inc. (NYSE: CBZ) ("the Company"), a leading national professional services advisor, today announced the appointment of Kathy Raffa as an independent director to the Company's Board of Directors, effective Jan. 15, 2025. Ms. Raffa was added to the Board of Directors pursuant to CBIZ's acquisition of the non-attest assets of Marcum, which closed Nov. 1, 2024. Ms. Raffa was President of Raffa, PC, a top 100 accounting firm based in Washington, D.C., where she also.
Neutral
PRNewsWire
2 months ago
Middle-Market CEOs Sound Alarm on Tariff Impacts and Tax Policy Uncertainty
53% of CEOs Fear Tariffs' Financial Impact, Prompting Price Increases, Workforce Reductions and Delayed Investments CLEVELAND , Jan. 8, 2025 /PRNewswire/ -- The latest CBIZ-Hofstra University CEO Survey highlights pressing concerns for middle-market CEOs as they navigate the dual challenges of proposed tariffs and uncertainty surrounding U.S. tax policies. The survey sheds light on how these factors are shaping business strategies in a shifting economic environment.
Positive
Zacks Investment Research
3 months ago
Recent Price Trend in CBIZ (CBZ) is Your Friend, Here's Why
CBIZ (CBZ) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
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