CBZ
CBIZ, Inc.
NYSEUSDEQUITY
Industrials
DELAYED
Last price
54.66
▼ 0.35 (0.64%)
MARKET · —
Price
Open
55.01
Prev close
55.01
Day high
55.12
Day low
54.58
Volume
714.80K
Market cap
$2.97B
P/E (TTM)
26.28
52W range
24.29 – 66.52
Trailing performance
Returnvs SPY
1W
+0.37%
+1.7%
1M
+35.80%
+32.1%
3M
+70.49%
+67.4%
6M
+87.51%
+76.4%
YTD
+8.34%
-3.9%
1Y
-14.59%
-34.6%
3Y
-1.03%
-75.2%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$2.97B
Enterprise value$4.85B
Revenue (TTM)$2.77B
Gross profit$420.74M
EBITDA$382.93M
Net income$122.12M
EPS (TTM)$2.08
Free cash flow$240.52M
Total cash$21.26M
Total debt$1.91B
Book value / share$34.61
Shares outstanding54.26M
Float48.62M
Short % of float7.50%
Dividend yield—
Beta (5Y)0.93
Valuation & profitability ratios
Trailing P/E26.28
Forward P/E12.87
PEG ratio1.34
Price / sales—
Price / book1.58
EV / revenue1.75
EV / EBITDA12.67
Gross margin15.20%
Operating margin4.98%
Profit margin4.41%
Return on equity6.50%
Return on assets3.94%
Debt / equity102.08
Current ratio1.47
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Total revenue | $2.76B | $1.81B | $1.59B | $1.41B |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | $115.44M | $41.04M | $120.97M | $105.35M |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | $115.44M | $41.04M | $120.97M | $105.35M |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.72 | 0.91 | +26.1% |
| Mar 2026 | 2.27 | 2.50 | +10.1% |
| Dec 2025 | -0.66 | -0.70 | -6.2% |
| Sep 2025 | 0.90 | 1.01 | +12.6% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 1.23 | 3 | $721.99M | +4.1% |
| Next quarter | -0.52 | 3 | $564.73M | +4.1% |
| Current year | 3.97 | 4 | $2.83B | +2.5% |
| Next year | 4.25 | 4 | $2.95B | +4.4% |
Analyst targets & ownership
Mean target$51.67
High target$55.00
Low target$45.00
Implied upside-5.48%
Analyst count3
ConsensusNONE
Strong buy / Buy1 / 1
Hold1
Sell / Strong sell0 / 0
Held by insiders4.99%
Held by institutions97.46%
Institutions holding360
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+370.26K
Net buying
Buy transactions
15
388.22K shares
Sell transactions
1
17.96K shares
Net transactions
+16
Buys less sells
Sell : buy shares
0.0 : 1
Mixed
Insider-held shares
2.71M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 4, 26 | SHERMAN A HAAG Director |
CONVERSION | 50.00K | $1.23M | Direct |
| May 15, 26 | YOUNG RODNEY A Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | SLOTKIN TODD J Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | SHERMAN A HAAG Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | FRANCE GINA D Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | RAFFA KATHY A. Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | MARABITO RICHARD T Director |
STOCK | 6.05K | $0 | Direct |
| May 15, 26 | BURDICK RICHARD L Director |
STOCK | 6.05K | $0 | Direct |
| Mar 13, 26 | GRISKO JEROME P JR Chief Executive Officer |
STOCK | 77.19K | $0 | |
| Mar 13, 26 | YOUNG RODNEY A Director |
BUY | 1.00K | $26.05K | Direct |
| Mar 13, 26 | LAKHIA BRAD S Chief Financial Officer |
BUY | 12.78K | $331.72K | Direct |
| Mar 10, 26 | WILEY BENAREE PRATT Director |
SELL | 17.96K | $473.91K | Indirect |
| Mar 6, 26 | LAKHIA BRAD S Chief Financial Officer |
STOCK | 93.97K | $0 | Direct |
| Mar 6, 26 | KOUZELOS MICHAEL P Officer |
STOCK | 21.76K | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BURDICK RICHARD L |
Director | 187.87K | Stock Award(Grant) |
FRANCE GINA D |
Director | 76.09K | Stock Award(Grant) |
GRISKO JEROME P JR |
Chief Executive Officer | — | Stock Gift |
GROVE WARE H |
Chief Financial Officer | 301.52K | Sale |
KOUZELOS MICHAEL P |
Officer | 389.72K | Stock Award(Grant) |
LAKHIA BRAD S |
Chief Financial Officer | 148.48K | Purchase |
SHERMAN A HAAG |
Director | 47.77K | Conversion of Exercise of derivative security |
SLOTKIN TODD J |
Director | 57.23K | Stock Award(Grant) |
SPURIO CHRIS |
Officer | 239.34K | Stock Award(Grant) |
WILEY BENAREE PRATT |
Director | — | Sale |
Moving averages & technicals
SMA 10
54.66
-0.00% from price
SMA 20
53.85
+1.51% from price
SMA 50
43.22
+26.47% from price
SMA 100
36.98
+47.79% from price
SMA 200
39.47
+38.50% from price
EMA 12
54.09
+1.06% from price
EMA 26
50.79
+7.62% from price
EMA 50
45.84
+19.23% from price
RSI (14)
77.5
Overbought
MACD (12,26,9)
3.30
Hist -0.61
ATR (14)
0.35
0.64% of price
Realised vol 30D
57.6%
Annualised
Bollinger upper
59.42
20, 2σ
Bollinger lower
48.27
20, 2σ
50 / 200 cross
Golden
43.22 vs 39.47
Trend bias
Above 200
+38.50%
Risk profile
Beta vs SPY
-0.17
Less volatile than market
Correlation to SPY
-0.04
Largely independent
Realised vol 30D
57.6%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-62.2%
Peak to trough
Max drawdown 5Y
-71.6%
Peak to trough
ATR 14
0.35
0.64% of price
Beta (reported)
0.93
5Y monthly, from filing
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Put / call volume
0.80
Call-heavy session
Put / call open interest
0.23
Positioning, not flow
Max pain
50.00
-8.5% from spot
ATM implied vol
13.3%
Nearest strike to spot
Skew (10% OTM)
-0.1%
Calls bid over puts
Call volume
64
Contracts, this expiry
Put volume
51
Contracts, this expiry
Heaviest call OI
55.00
499 contracts
Heaviest put OI
50.00
113 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
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PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.