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CBIZ, Inc. reports developments tied to its national professional services advisory business for middle-market organizations. Company news centers on financial results, revenue trends in Financial Services, earnings outlooks, free cash flow, share repurchases, and capital allocation.
Updates also cover CBIZ's accounting, tax, advisory, benefits, insurance, and technology capabilities, including post-acquisition integration activity, leadership changes, technology and AI initiatives, and research on middle-market business conditions. Recurring releases frame CBIZ around client service expansion, industry specialization, cost productivity, talent, and technology priorities across its U.S. advisory platform.
CBIZ (NYSE:CBZ) released its Q1 2026 Mid-Market Pulse Report on Feb 19, 2026, based on feedback from more than 1,300 clients and client service professionals. The report finds 84% prioritize cost optimization, 43% invest in talent, and 41% cite tech/AI modernization concerns.
CBIZ also launched Insights. Applied. to help middle-market firms convert report priorities into operational programs focused on efficiency, talent, and technology.
CBIZ (NYSE: CBZ) will announce fourth-quarter and full-year 2025 financial results after markets close on Feb 25, 2026. A conference call and live webcast will be held at 5:00 p.m. ET the same day, hosted by President & CEO Jerry Grisko and CFO Brad Lakhia.
Investors can register for dial-in details and access the live webcast and archived replay via the company's investor relations site.
CBIZ (NYSE: CBZ) on December 18, 2025 announced three senior leadership appointments to advance its growth strategy: Bruce Ditman as National Leader, Industries; David Fisher as Vice President, Artificial Intelligence; and Marina Margarucci as National Leader, Private Client Services.
The hires emphasize industry specialization, accelerated enterprise AI capability, and expanded private client wealth services, and are presented as steps to scale services, deepen expertise, and support client outcomes.
CBIZ (NYSE:CBZ) released its 2026 Benefits & Insurance Market Outlook on December 10, 2025, offering guidance for employers facing rising costs, regulatory change, and shifting workforce priorities.
Key findings: projected 10% healthcare cost increase per employee in 2026; an 81% surge in GLP-1 medication costs since 2023; 70% of employees say customizable benefits boost loyalty; major regulatory changes including SECURE 2.0 Roth catch-up and new tax credits under OBBBA; and accelerating use of AI and automation in HR with rising need for AI governance.
CBIZ (NYSE: CBZ) named Christopher Sikora Vice President, Investor Relations and Corporate Finance, effective Dec. 8, 2025. Sikora brings more than 18 years of finance, investor relations, and corporate development experience, including 11 years at Diebold Nixdorf in senior investor relations and finance roles and earlier work at KeyCorp.
He will lead CBIZ’s investor relations strategy, oversee the quarterly earnings process, and help articulate the company’s strategy, performance, and long-term value creation to the investment community. Sikora holds an MBA from Cleveland State University and a bachelor’s degree from John Carroll University.
CBIZ (NYSE:CBZ) released its 2026 Tax Planning Guide on November 12, 2025, outlining how the One Big Beautiful Bill Act (OBBBA) reshapes planning for 2026.
Key provisions highlighted include immediate deductibility of domestic research and experimental expenses, restoration of 100% bonus depreciation, permanent expansion of Section 179, and a new 100% deduction for qualified production property where construction begins after Jan 19, 2025 and before 2029. The guide also covers expanded QSBS rules, updated Qualified Opportunity Zone windows, higher SALT caps, tariff-driven international tax impacts, and entity-selection implications. A webinar is scheduled for Nov 13, 2025, 1-3 p.m. EST.
CBIZ (NYSE:CBZ) released the Q4 2025 Mid‑Market Pulse, a national quarterly survey of more than 1,200 clients and client service professionals on business sentiment heading into 2026. The report finds cost pressures and policy uncertainty are top concerns: 62% cite rising healthcare and employee benefit costs as harmful, 59% report negative effects from tariffs and trade policy, and 36% flag cost of capital and access to financing as a major challenge. Despite headwinds, leaders prioritize disciplined investment in compliance, technology, and workforce development. The survey also notes 44% saw benefits from AI and digital transformation while 7% reported harm. Sector stress is highest in construction, healthcare, and consumer products.
CBIZ (NYSE:CBZ) reported third quarter 2025 revenue of $693.8M, up 58.1% year-over-year, and nine-month revenue of $2.215B, up 63.7%. Third-quarter GAAP net income was $30.1M (GAAP EPS $0.48), down versus prior year, while Adjusted net income was $63.5M and Adjusted EPS was $1.01, up 8.5% year-over-year. Adjusted EBITDA was $120.0M in Q3 (+57.4%) and $475.6M for nine months (+92.9%).
Management cited favorable Marcum acquisition synergies and issued 2025 guidance: total revenue $2.8B–$2.95B, effective tax rate ~29%, diluted shares 64.5–65.0M, GAAP EPS $1.97–$2.02, Adjusted EPS $3.60–$3.65, and Adjusted EBITDA $450M–$456M. A conference call was scheduled for Oct 29, 2025 at 5:00 p.m. ET with a webcast replay available on the company investor site.
CBIZ (NYSE: CBZ) will announce third-quarter and year-to-date 2025 financial results for the periods ended September 30, 2025, after market close on Wednesday, October 29, 2025.
A conference call featuring CEO Jerry Grisko and CFO Brad Lakhia will be held at 5:00 p.m. ET on October 29, 2025. The call will be webcast live on CBIZ’s investor relations site and an archived replay will be available after the call. Investors can register to receive dial-in details and a unique PIN via the provided registration link; registration is open before, during, or after the call start time.
CBIZ (NYSE:CBZ) has appointed Jennifer Hutchins as the new Chief Investment Officer of CBIZ Investment Advisory Services, LLC, effective August 18, 2025. Hutchins brings over 20 years of experience in financial planning, investment analysis, and portfolio strategy.
Previously serving as Co-Chief Investment Officer at Avantax Wealth Management, Hutchins will now lead CBIZ IAS's investment strategy, research, and governance functions. In her role, she will oversee discretionary portfolios, research development, and advisor enablement while driving the organization's investment philosophy and model management approach.