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CBZ · CBIZ, Inc.

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$55.01 +0.14 (+0.26%) At close · Aug 20
Market Cap
$2.97B
Shares
54.26M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$55.01 Open$54.75 Day$54.72–55.15 52W close$25.14–66.56 Avg vol 30d1.7M Short int3.4M · 6.2% float · 1.4d Short vol36% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Neutral Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +39%
      above
      Price vs 50-day avg +28%
      above
      RSI (14) 81
      overbought
      MACD trend Negative
      52-week position 72%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +37%
      trailing
      6-month return +92%
      trailing
      YTD return +9%
      this year
      Relative strength +81%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $43 › 200d $39 — 50d above 200d
      Institutional flow Distributing
      -2% holders QoQ · +45 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.23% of float · ▼ -9.7% MoM · 1.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      259 holders — mid 3-yr range
      Squeeze score 56
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +8%
      Y/Y
      Gross margin 39%
      expanding
      EPS growth +135%
      Y/Y
      Free cash flow $175.5M
      Buyback $195.0M
      authorized
      Balance sheet $1.4B
      net debt
      Quant / Vol
      risk profile
      High
      Volatility 55%
      annualized · 1-yr
      Max drawdown −62%
      past year
      ATR 1.8%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 0 of last 2
      Latest guidance · from the 8-K filed Apr 29, 2026
      Total Revenue · 2026 $2.8B – $2.9B
      Adjusted EBITDA · 2026 $465M – $475M
      Adjusted Diluted EPS · 2026 $4.00 – $4.10
      Free Cash Flow · 2026 $270M – $290M
      Prior guidance period ended · from the 8-K filed Oct 29, 2025
      Total revenue · Full Year 2025 $2.8B – $2.95B
      Effective tax rate · Full Year 2025 29%
      GAAP fully diluted earnings per share · Full Year 2025 $1.97 – $2.02
      Adjusted EBITDA · Full Year 2025 $450M – $456M
      Adjusted fully diluted earnings per share · Full Year 2025 $3.60 – $3.65
      Guided vs delivered · last 2 settled
      Total revenue Full Year 2025
      guided $2.8B – $2.95B
      $2.76B Miss −4.1%
      GAAP fully diluted earnings per share Full Year 2025
      guided $1.97 – $2.02
      $1.83 Miss −8.3%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +39% Bullish
      Price vs 50-day avg
      +28% Bullish
      RSI (14)
      81 Bearish
      MACD trend
      Negative Bearish
      52-week position
      72% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $43 › 200d $39 — 50d above 200d
      Institutional flow Distributing
      -2% holders QoQ · +45 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.23% of float · ▼ -9.7% MoM · 1.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      259 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $25 Now $55 · 72% Range high $67
      vs 200-day avg +39% vs 50-day avg +28%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted diluted EPS non-GAAP $3.44 Six Months Ended June 30, 2026
      Adjusted EBITDA margin non-GAAP 22.7% Six Months Ended June 30, 2026
      Free Cash Flow non-GAAP $110.49M Six Months Ended June 30, 2026

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Specialty Business Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CBZ
      CBIZ, Inc.
      this stock
      $2.97B +9.0% +7.8% 6.2%
      CTAS
      Cintas Corp
      $81.38B +8.2% +6.4% 2.8%
      RELX
      Relx PLC
      $62.04B -12.5% 0.2%
      TRI
      Thomson Reuters Corp /Can/
      $45.87B -19.7% 3.1%
      CPRT
      Copart Inc
      $30.93B -12.3% +24.7% 20.9 4.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      259
      % held
      94.4%
      Net QoQ
      -1.2M sh
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      221
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.4M
      Days to cover
      1.4d
      Change
      -363.6K sh
      View
      Short Volume
      Short vol %
      36%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      56.0K
      Value
      $3.1M
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      40.5%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Jun 30, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $2.8B
      Net income (FY)
      $115.4M
      EPS diluted
      $1.83
      View
      Buybacks
      Authorized · 2 programs
      $195.0M
      View
      Filings
      SEC Filings
      Latest
      10-K/A
      Filed
      Aug 4, 2026
      This year
      15
      View
      Proposed Sales
      Value
      $523.6K
      Shares
      18.0K
      Filed
      Mar 10, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 29, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CBZ +0.8% +36.7% +92.1% -0.1% +9.0%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY +2.7% +33.4% +80.9% -2.2% -2.8%

      Capital returns

      Buyback programs · 2 active · as of Dec 31, 2025
      Authorized (total)
      $195.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 944148 CUSIP 124805102 13F (30d) 244 filings 240 filers Visit website Investor relations