

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $54.94
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Sep 23, 26 |
Daily · Wilder smoothing
| William Blair |
| downgrade |
| Outperform |
| Market Perform |
| Sep 16, 26 | Barrington Research | downgrade | Outperform | Market Perform |
| Jul 30, 26 | CJS Securities | downgrade | Market Outperform | Market Perform |
| Aug 12, 24 | Sidoti & Co. | upgrade | Neutral | Buy |
| Jan 2, 24 | Sidoti & Co. | downgrade | Buy | Neutral |
| Oct 30, 23 | Sidoti & Co. | upgrade | Neutral | Buy |
| Sep 5, 23 | Sidoti & Co. | downgrade | Buy | Neutral |
| Mar 15, 16 | First Analysis | upgrade | Underweight | Equal Weight |
| Oct 29, 15 | First Analysis | downgrade | Equal Weight | Underperform |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 71.43 | Oscillator | Sell |
| Stochastic %K (14, 3, 3) | 84.54 | Oscillator | Sell |
| Williams %R (14) | -7.14 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.19 (Hist -0.05) | Oscillator | Sell |
| Average Directional Index (14) | 42.89 (+DI 24.0 / -DI 9.5) | Trend | Strong Buy |
| EMA 20 | 54.76 | MA | Buy |
| SMA 20 | 54.77 | MA | Buy |
| EMA 50 | 53.21 | MA | Strong Buy |
| SMA 50 | 54.70 | MA | Buy |
| SMA 200 | 40.09 | MA | Strong Buy |
TTM vs. 5-year historical average (annual ratios)
| Metric | CBZ | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 22.0x | 42.0x · sector 18.4x | Elevated |
| Forward P/E (FY26E) | 13.2x | EPS est. 4.17 | Discount |
| Price / Book | 1.7x | 2.9x | Discount |
| Price / Sales | 1.1x | 1.8x | Discount |
| EV / EBITDA | 12.8x | 21.7x | Discount |
| Return on equity | 8.0% | — | Weak |
| Gross margin | 13.0% | 13.4% | In line |
| Debt / Equity | 0.76 | 0.78 | Moderate |
| Piotroski / Altman Z | 8/9 | Z 1.57 | Distress |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 17, 26 | Lakhia Brad S. | officer: Senior Vice President & CFO | F-InKind | 5,813 @ $54.60 | $317.4K |
| Aug 4, 26 | Sherman A Haag | director | M-Exempt | 50,000 @ $24.62 | $1.23M |
| Aug 4, 26 | Sherman A Haag | director | F-InKind | 22,354 @ $55.07 | $1.23M |
| Aug 4, 26 | Sherman A Haag | director | M-Exempt | 50,000 @ $24.62 | $1.23M |
| May 15, 26 | Raffa Kathy A | director | A-Award | 6,051 | — |
| May 15, 26 | Young Rodney A | director | A-Award | 6,051 | — |
| May 15, 26 | Slotkin Todd J | director | A-Award | 6,051 | — |
| May 15, 26 | Sherman A Haag | director | A-Award | 6,051 | — |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 22, 2026 | 2026-10-22 13:02:48 | View |
| 8-K | Oct 19, 2026 | 2026-10-19 07:00:21 | View |
| 424B3 | Sep 24, 2026 | 2026-09-24 17:07:39 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:43:16 | View |
| DEFM14A | Sep 21, 2026 | 2026-09-18 19:42:09 | View |
| PREM14A | Aug 27, 2026 | 2026-08-27 17:16:12 | View |
| SC 13G/A | Aug 7, 2026 | 2026-08-07 11:04:35 | View |
| S-3ASR | Aug 6, 2026 | 2026-08-06 09:11:30 | View |
| 4 | Aug 5, 2026 | 2026-08-05 16:50:03 | View |
| DEFA14A | Aug 4, 2026 | 2026-08-04 17:21:33 | View |
Proxy statement (DEF 14A) disclosures
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
Investors with an interest in Consulting Services stocks have likely encountered both CBIZ (CBZ) and Equifax (EFX). But which of these two stocks presents investors with the better value opportunity right now?
CBIZ (CBZ) came out with quarterly earnings of $1.21 per share, missing the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.01 per share a year ago.
CBIZ (NYSE: CBZ - Get Free Report) announced its earnings results on Monday. The business services provider reported $1.21 earnings per share for the quarter, FiscalAI reports. CBIZ had a net margin of 4.73% and a return on equity of 12.33%. The company had revenue of $702.24 million during the quarter. CBIZ Stock Performance CBIZ stock
Third-Quarter Financial Highlights: Total revenue of $702M, up 1.2%; Financial Services revenue up 1.2% Net income of $47M, up 56.7%; GAAP EPS of $0.79, up 64.6% Adjusted EBITDA of $132M, up 6.3%; Adjusted diluted EPS of $1.21, up 14.2% Nine Months Ended September 30, 2026 Financial Highlights: Total revenue of $2,233M, up 0.8%; Financial Services revenue up 1.1% Net income of $219M, up 12.2%; GAAP EPS of $3.62, up 18.3% Adjusted EBITDA of $479M, down 1.2%; Adjusted diluted EPS of $4.64, up 5.9% Operating cash flow up $98M; Free cash flow up $91M CLEVELAND, Oct. 19, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc., (NYSE: CBZ) (“CBIZ” or the “Company”), a leading national professional services advisor, today announced results for the third quarter and nine months ended September 30, 2026. Proposed Transaction with Grant Thornton and New Mountain As previously disclosed, CBIZ and an affiliate of Grant Thornton in the U.S. (“Grant Thornton”), backed by New Mountain Capital, announced on July 29, 2026 that they entered into a definitive merger agreement pursuant to which Grant Thornton will acquire CBIZ in an all-cash transaction with an enterprise value of $5.0 billion, or $55.00 per share (the “proposed transaction”).
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
CBIZ (CBZ) possesses solid growth attributes, which could help it handily outperform the market.
Here is how CBIZ (CBZ) and GigaCloud Technology Inc. (GCT) have performed compared to their sector so far this year.
Bank of America Corp DE bought a new position in CBIZ, Inc. (NYSE: CBZ) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 224,255 shares of the business services provider's stock, valued at approximately $7,194,000. Bank of America Corp DE owned about
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 19, 2026 | 1.28 | 1.21 | Miss -5.5% | $702.2M |
| Jul 29, 2026 | 0.72 | 0.91 | Beat 26.0% | $682.2M |
| Apr 29, 2026 | 2.28 | 2.50 | Beat 9.6% | $848.6M |
| Feb 25, 2026 | -0.66 | -0.70 | Miss -6.1% | $542.7M |
| Oct 29, 2025 | 0.94 | 1.01 | Beat 7.4% | $693.8M |
| Jul 30, 2025 | 0.84 | 0.95 | Beat 13.1% | $683.5M |