Welcome to our dedicated page for Cbiz SEC filings (Ticker: CBZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CBIZ Inc.’s filings rarely read like a typical manufacturer’s 10-K. Each report blends audit fees, employee-benefit brokerage margins, and dozens of small acquisitions—making the disclosures a dense mix of service-sector data and insurance metrics. If you have asked, “How do I find CBIZ’s segment earnings in the 10-K?” or “Where are CBIZ insider trading Form 4 transactions posted?”, you are in the right place.
Stock Titan’s AI engine breaks those multi-layered documents into clear takeaways. Need the footnote that details last quarter’s client-list acquisition? Our platform flags it within seconds. Curious about executive compensation? We highlight the exact pages of the proxy so you can compare cash bonuses to equity awards. Whether you are tracking a CBIZ quarterly earnings report 10-Q filing, monitoring CBIZ Form 4 insider transactions in real time, or seeking CBIZ 8-K material events explained, every filing lands here the moment EDGAR publishes it—already summarized and linked to key metrics.
Here’s what investors typically mine from specific forms:
- 10-K & 10-Q: AI-tagged tables show revenue by Financial Services versus Benefits & Insurance, plus goodwill arising from roll-up deals—ideal for understanding CBIZ SEC documents with AI.
- 8-K: Immediate alerts when CBIZ announces a new acquisition or leadership change, with our AI explaining material terms in plain language.
- Form 4: CBIZ executive stock transactions Form 4 give insight into partner equity movements; we chart buys and sells for pattern analysis.
- DEF 14A: The CBIZ proxy statement executive compensation section is parsed so you can benchmark talent costs.
No more hunting through 300 pages—our AI-powered summaries, expert commentary, and real-time updates transform CBIZ annual report 10-K simplified and CBIZ earnings report filing analysis into actionable intelligence you can read in minutes.
CBIZ (CBZ): FMR LLC and Abigail P. Johnson filed a Schedule 13G reporting passive beneficial ownership of CBIZ common stock. They report 3,022,280.22 shares, representing 5.6% of the class as of the event date 09/30/2025. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
FMR LLC reports sole voting power over 3,017,773 shares and sole dispositive power over 3,022,280.22 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 3,022,280.22 shares and no voting power. The filing notes that one or more other persons may have rights to dividends or sale proceeds, with no single such person exceeding five percent of the class.
CBIZ (CBZ) reported strong top-line growth in Q3 2025 as the Marcum acquisition flowed through results. Revenue rose to $693.8 million, up 58.1% from a year ago, while operating income increased to $58.9 million. Higher interest expense tied to new credit facilities weighed on the bottom line, with net income at $30.1 million and diluted EPS of $0.48 versus $0.70 last year.
For the first nine months of 2025, revenue reached $2.215 billion (up 63.7%). The company recorded $194.9 million in net income and diluted EPS of $3.06. Marcum contributed $840.0 million of revenue and $162.3 million of operating income year-to-date. Integration costs were $23.2 million in Q3 and $43.3 million year-to-date. Interest expense rose to $28.0 million in Q3 and $81.0 million year-to-date, reflecting higher debt.
CBIZ ended the quarter with $1.503 billion of long-term debt and had approximately $316.0 million of availability under its 2024 Credit Facilities. The company repurchased 1.4 million shares for $102.8 million under its ROFR and 0.4 million shares for $25.0 million in the open market year-to-date. Shares outstanding were 54,401,424 as of October 24, 2025.
CBIZ, Inc. furnished an update on its latest results. The company issued a press release announcing financial results for the three and nine months ended September 30, 2025, furnished as Exhibit 99.1.
The release includes forward-looking statements alongside cautionary factors that could cause actual outcomes to differ materially.
Durable Capital Partners LP reported a 5.5% ownership stake in CBIZ, Inc. (ticker CBZ), holding 2,939,563 shares of common stock. The filing states the percentage is based on 53,975,243 outstanding shares as of July 25, 2025. Durable Capital Master Fund LP directly holds the shares and Durable Capital Partners LP, as its investment adviser, has sole voting and dispositive power. The reporting entity is a Delaware limited partnership and is identified as an investment adviser and private investor. The filing asserts the shares were acquired in the ordinary course of business and not to influence control.
Rodney A. Young, a director of CBIZ, Inc. (CBZ), reported a purchase of 2,000 shares of common stock on 08/08/2025 at a price of $62.43 per share, raising his direct beneficial ownership to 8,310 shares. The Form 4 was filed as an individual filing and signed on 08/12/2025 by Jaileah X. Huddleston as Attorney-in-Fact.
FAQ
What is the current stock price of Cbiz (CBZ)?
What is the market cap of Cbiz (CBZ)?
