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CBZ

CBIZ, Inc.
$37.79 +0.96 (+2.61%) At close · Jul 10
Market Cap
$2.08B
Shares
55,073,267

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$37.79 Open$37.60 Day$37.06–37.96 52W$24.29–77.91 Avg vol 30d710K Short int3.8M · 6.9% float · 3.5d Short vol77% Last earningsApr 29, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30
Up next
Next earnings call
Aug 1, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026
AI Brief

TL;DR.

Bullish
    Bearish

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

      Equibles Rating blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg −6%
      below
      Price vs 50-day avg +16%
      above
      RSI (14) 68
      neutral
      MACD trend Positive
      52-week position 25%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +11%
      trailing
      6-month return −27%
      trailing
      YTD return −25%
      this year
      Relative strength −36%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $32 › 200d $40 — 200d above 50d
      Institutional flow Distributing
      8 of 262 funds reported for Jun 30 · net -283.2K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.87% of float · ▼ -3.6% MoM · 3.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      262 holders — mid 3-yr range
      Squeeze score 60
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +8%
      Y/Y
      Gross margin 39%
      expanding
      EPS growth +135%
      Y/Y
      Free cash flow $175.5M
      Valuation P/E 20.7
      below peers
      Buyback $195.0M
      authorized
      Balance sheet $1.4B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 55%
      annualized · 1-yr
      Max drawdown −68%
      past year
      ATR 4.7%
      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
      Latest guidance · from the 8-K filed Apr 29, 2026
      Total Revenue · 2026 Initiated $2.8B – $2.9B
      prior FY $2.76B midpoint +3.3% Y/Y
      Adjusted EBITDA · 2026 Initiated $465M – $475M
      Adjusted Diluted EPS · 2026 Initiated $4.00 – $4.10
      prior FY $1.83 midpoint +121.3% Y/Y
      Free Cash Flow · 2026 Initiated $270M – $290M

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

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −6% Bearish
      Price vs 50-day avg
      +16% Bullish
      RSI (14)
      68 Neutral
      MACD trend
      Positive Bullish
      52-week position
      25% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $32 › 200d $40 — 200d above 50d
      Institutional flow Distributing
      8 of 262 funds reported for Jun 30 · net -283.2K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      6.87% of float · ▼ -3.6% MoM · 3.5 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
      52-wk low $24 Now $38 · 25% 52-wk high $78
      vs 200-day avg -6% vs 50-day avg +16%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $244M first quarter 2026
      Free cash flow growth 69.5% first quarter 2026
      Net leverage decrease 0.5 year-over-year
      Operating cash flow growth 71.1% first quarter 2026
      Share repurchase amount $63M through end of April
      Shares repurchased 2M through end of April
      Adjusted diluted EPS non-GAAP $3.61 Full Year 2025
      Free cash flow non-GAAP $175.5M Full Year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $2.08B -25.1% +7.8% 20.7 6.9%
      CTAS
      Cintas Corp
      $71.87B -4.0% +6.4% 38.0 3.0%
      RELX
      Relx PLC
      $56.75B -19.7% 0.2%
      TRI
      Thomson Reuters Corp /Can/
      $39.14B -29.9% 3.4%
      CPRT
      Copart Inc
      $25.47B -29.7% +24.7% 17.2 4.3%

      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
      90.9%
      Reported
      8 of 262
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      205
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.8M
      Days to cover
      3.5d
      Change
      -139.6K sh
      View
      Short Volume
      Short vol %
      77%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      440
      Value
      $15.0K
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      46.5%
      Week of
      May 4, 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
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $523.6K
      Shares
      18.0K
      Filed
      Mar 10, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jun 2, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CBZ +7.6% +10.5% -26.6% +17.8% -25.1%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY +6.2% +6.4% -35.7% +16.7% -35.8%

      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) 7 filings 7 filers Visit website Investor relations