Every 10-K that CBIZ, Inc. (CBZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow CBZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CBZ filings page.
CBIZ, Inc. filed an amended annual report to address material weaknesses in internal control over financial reporting related to administration of its Employee Stock Purchase Plan and reassignment of goodwill among reporting units. Management states these weaknesses did not change previously issued consolidated financial statements.
The amendment updates risk factors, market and equity disclosures, financial statements and controls sections, and includes an updated audit report from KPMG LLP expressing an adverse opinion on internal control over financial reporting as of December 31, 2025. It also recasts prior-period segment information following an organizational change from three to two reportable segments: Financial Services and Benefits and Insurance Services.
For 2025, CBIZ reported total revenue of $2,757,991 thousand, with Financial Services contributing $2,348,358 thousand and Benefits and Insurance Services $409,633 thousand. Goodwill and other intangible assets totaled $2,329.8 million and $540.0 million, respectively, and the aggregate market value of non‑affiliate common stock was approximately $3,830.6 million as of June 30, 2025.
CBIZ, Inc. filed Amendment No. 1 to its annual report to correct the number of common shares outstanding on the cover page for the period ended December 31, 2025.
The amended cover now reports 55,073,267 outstanding shares as of February 20, 2026, and notes that the aggregate market value of voting and non-voting common stock held by non-affiliates was approximately $3,830.6 million as of June 30, 2025.
The company states that no other changes were made to the original annual report. The amendment adds new Section 302 certifications from the principal executive and financial officers as exhibits and does not include financial statements or related Section 906 certifications.
CBIZ, Inc. reports in its annual filing that it has become a larger, more acquisition-driven professional services firm focused on middle‑market clients across accounting, tax, advisory, benefits, insurance, and technology. Total CBIZ revenue reached $2,757.991 million for the year ended December 31, 2025, with Financial Services contributing 83.4%, Benefits and Insurance Services 14.9%, and National Practices 1.7%.
The company emphasizes a growth strategy built on recurring revenue, cross‑selling, and strategic acquisitions, highlighted by its transaction involving the non‑attest business assets of Marcum and the related attest asset purchase by CBIZ CPAs. This has materially increased revenue, goodwill, intangible assets, and the number of SEC‑reporting attest clients served through its administrative service agreements.
CBIZ outlines extensive risk factors, including integration and liability risks from acquisitions, heavy use of goodwill and intangibles, regulatory and auditor‑independence constraints tied to its affiliated CPA firms, cyber and data‑security exposure, competitive pressure, seasonality in tax and accounting services, and higher leverage, with $1,472.4 million of debt outstanding under its 2024 Credit Facilities.