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CBZ · CBIZ, Inc.

Track CBZ — free
$54.85 -0.06 (-0.11%) At close · Sep 4
Market Cap
$2.98B
Shares
54.26M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$54.85 Open$54.48 Day$54.48–54.89 52W close$25.14–59.97 Avg vol 30d1.8M Short int2.3M · 4.2% float · 1.5d Short vol30% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 7 wks
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.77B
Trailing 12 months
Net income (TTM)
$122.12M
Trailing 12 months
Revenue growth YoY
-0.2%
Year over year
Operating margin
6.9%
Trailing 12 months
P / E (TTM)
26.6
Trailing earnings · reciprocal yield 3.8%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
−$1.44B
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-6.4%
Year over year · fewer shares
Price change (1Y)
-8.5%
Trailing year
Short interest
4.2%
Latest settlement · 1.5 days to cover
View all 114 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 14.5 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +39%
above
Price vs 50-day avg +15%
above
RSI (14) 75
overbought
MACD trend Negative
52-week position 85%
near high
Momentum
relative strength
Very Strong
1-month return +1%
trailing
6-month return +113%
trailing
YTD return +9%
this year
Relative strength +98%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $48 › 200d $40 — 50d above 200d
Institutional flow Distributing
-0% holders QoQ · +46 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.23% of float · ▼ -32.0% MoM · 1.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
262 holders — mid 3-yr range
Squeeze score 58
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 54%
annualized · 1-yr
Max drawdown −58%
past year
ATR 1.1%
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

Prior guidance period ended · from the Earnings Call filed Oct 29, 2021
Total revenue growth · full year 2021 12% – 15%
Full-year effective tax rate · full year 2021 24% – 24.5%

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

Technicals

trend & momentum for long-term holders Buy
2 · 1 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+39% Bullish
Price vs 50-day avg
+15% Bullish
RSI (14)
75 Bearish
MACD trend
Negative Bearish
52-week position
85% Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $48 › 200d $40 — 50d above 200d
Institutional flow Distributing
-0% holders QoQ · +46 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.23% of float · ▼ -32.0% MoM · 1.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
262 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $25 Now $55 · 85% Range high $60
vs 200-day avg +39% vs 50-day avg +15%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$2.98B +8.7% +7.8% 4.2%
CTAS
Cintas Corp
$80.22B +6.6% +6.4% 40.8 2.6%
RELX
Relx PLC
$61.83B -12.1% 0.3%
TRI
Thomson Reuters Corp /Can/
$45.78B -19.9% 2.9%
CPRT
Copart Inc
$31.22B -13.9% +24.7% 21.1 4.9%

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
262
% held
94.8%
Net QoQ
-1.0M sh
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
214
View
Short & Settlement
Short Interest Falling
Shares short
2.3M
Days to cover
1.5d
Change
-1.1M sh
View
Short Volume
Short vol %
30%
As of
Sep 4, 2026
Short Total
View
Fails to Deliver
FTD shares
8
Value
$437
As of
Aug 13, 2026
View
Off-Exchange
Off-exchange %
43.5%
Week of
Jul 27, 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 +0.6% +0.6% +113.3% +0.7% +8.7%
SPY +0.1% -0.4% +15.1% +0.4% +12.9%
vs SPY +0.5% +1.0% +98.2% +0.3% -4.2%

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) 180 filings 180 filers Visit website Investor relations