Stocks Consumer discretionary CBZ
NYSE · Consumer discretionaryCBIZ, Inc. (CBZ)
Operating cash flow minus capital spending left $175.5M of free cash flow in fiscal 2025. At September 30, 2026 it held $17.6M in cash against $1.4B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about CBIZ, Inc.
- Net worth
- CBIZ, Inc. has a market value (market cap) of $3B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $2.8B (+52.1% year on year), with net income of $115.4M.
- Cash flow
- In fiscal 2025 operations brought in $192.5M of cash; after $17M of capital spending, free cash flow was $175.5M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- CBIZ, Inc.'s next report is expected around January 14, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What CBIZ, Inc. does
CBIZ, Inc. is registered with the SEC under industry code SIC 7389 (Services-Business Services, NEC). Its shares trade on NYSE under the ticker CBZ.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2.8B | $115.4M | $1.83 | $175.5M |
| 2024 | $1.8B | $41M | $0.78 | $110.8M |
| 2023 | $1.6B | $121M | $2.39 | $130.5M |
| 2022 | $1.4B | $105.4M | $2.01 | $117.5M |
| 2021 | $1.1B | $70.9M | $1.32 | $122.2M |
| 2020 | $963.9M | $78.3M | $1.41 | $135.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CBZ ranks in Consumer discretionary
Latest SEC filings
What CBIZ, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form S-8 POS filing S-8 POS
- November 2, 2026Form POS AM filing POS AM
- November 2, 2026Form POS AM filing POS AM
What is CBZ worth? A DCF from its reported cash flow
Insider trades
What the people running CBIZ, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 16 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | France Gina DDirector | Other change | 76,086 | - |
| November 2, 2026 | Raffa Kathy ADirector | Other change | 8,412 | - |
| November 2, 2026 | Sherman A HaagDirector | Other change | 47,771 | - |
| November 2, 2026 | Slotkin Todd JDirector | Other change | 57,229 | - |
| November 2, 2026 | Marabito Richard TDirector | Other change | 18,887 | - |
| November 2, 2026 | Young Rodney ADirector | Other change | 15,361 | - |
| November 2, 2026 | Grisko Jerome PCEO & President, Director | Other changeindirect | 383,179 | - |
| November 2, 2026 | Grisko Jerome PCEO & President, Director | Other changeindirect | 177,914 | - |
Who owns CBZ
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 8.3% | August 7, 2026 |
| 22C Capital LLC13G, passive with 2 related filers | 5.16% | May 8, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 259 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 8,047,282 | +536,239 |
| BlackRock, Inc. | 4,971,786 | +1,159,861 |
| Bank of Montreal | 3,453,723 | -54,182 |
| 22C Capital LLC | 3,202,267 | 0 |
| Vanguard Capital Management LLC | 2,259,967 | +113,380 |
| Vanguard Portfolio Management LLC | 2,253,744 | +180,920 |
| Morgan Stanley | 1,492,737 | -515,888 |
| Geode Capital Management, LLC | 1,257,357 | +97,978 |
| State Street Corp | 1,244,553 | +92,844 |
| P2 Capital Partners, LLC | 1,136,974 | -3,700 |
| BloombergSen Inc. | 1,068,306 | +74,277 |
| Royce & Associates LP | 992,770 | +166,908 |
| Boston Partners | 778,451 | +217,051 |
| Silvercrest Asset Management Group LLC | 736,320 | +156,723 |
| Northern Trust Corp | 711,168 | -57,835 |
| Aqr Capital Management LLC | 709,617 | +463,814 |
| Fenimore Asset Management Inc | 681,628 | -594 |
| Charles Schwab Investment Management Inc | 665,870 | +43,603 |
| DG Capital Management, LLC | 660,000 | new |
| Ameriprise Financial Inc | 591,470 | -9,485 |
Insiders
2 insiders reported holding 26,412 shares in total, about $1.5M at the last price.
| Holder | Shares |
|---|---|
| Wiley Benaree PrattDirector | 18,00018,000 held indirectly |
| Burdick Rick LDirector | 8,412 |
Questions about CBZ
What does CBIZ, Inc. do?
CBIZ, Inc. is a company in the Consumer discretionary sector, listed on NYSE as CBZ. Its shares trade on NYSE under the ticker CBZ.
What is CBIZ, Inc.'s net worth?
CBIZ, Inc. has a market value (market cap) of $3B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is CBIZ, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $128.7M.
When did CBIZ, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake changed from November 5, 2026.
When is CBIZ, Inc.'s next earnings report?
CBIZ, Inc.'s next report is expected around January 14, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values CBIZ, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.