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. filings document the regulatory record for a NYSE-listed professional services advisor serving middle-market businesses. Recent Form 8-K reports furnish quarterly and annual operating results, financial condition updates, earnings outlook commentary, share repurchase authorizations, officer changes, and amendments to the company's bylaws.
CBIZ proxy materials describe corporate governance matters, director election standards, stockholder meeting procedures, advance notice provisions, universal proxy rules, and shareholder voting items. The filing record also identifies the company's common stock and related capital-structure disclosures, including repurchase mechanics and financing sources tied to operating cash flow and credit facilities.
CBIZ, Inc. Schedule 13G/A shows Morgan Stanley reports beneficial ownership of 3.0% of CBIZ common stock as of 03/31/2026. The cover responses list shared voting power 1,397,902 and shared dispositive power 1,568,842. The filing states Morgan Stanley "has ceased to be the beneficial owner of more than five percent of the class of securities."
CBIZ Inc. Schedule 13G/A reports that FMR LLC beneficially owns 7,511,042.95 shares of CBIZ common stock, representing 15.0% of the class as of 03/31/2026. The filing shows sole voting and dispositive power figures and notes holdings on behalf of others.
CBIZ, Inc. reported first-quarter 2026 revenue of $848.6 million, up 1.3% from a year earlier, as modest growth in Financial Services offset lower Benefits and Insurance revenue. Same-unit revenue rose 1.0%, with advisory and core accounting services driving most of the increase.
Net income climbed to $161.6 million, or $2.63 per diluted share, compared with $122.8 million and $1.91 per share in 2025. Results were boosted by a $57.955 million gain from acquisition-related adjustments tied to the Marcum transaction, while underlying operating margins softened as integration, technology, and facility costs increased.
CBIZ ended the quarter with $4.63 billion in total assets and $1.55 billion of debt outstanding under its 2024 Credit Facilities. Operating activities used $25.5 million of cash, reflecting normal first-quarter seasonality. The company repurchased roughly 1.1 million shares for about $31.6 million and highlighted that two reporting units now have relatively limited goodwill headroom after a quantitative impairment review.
CBIZ, Inc. reported solid first-quarter 2026 results, with revenue of $848.6 million, up 1.3% year over year. Net income rose to $161.6 million and GAAP diluted EPS increased to $2.63, driven in part by a $58 million gain from acquisition-related adjustments.
Adjusted EBITDA was $244.3 million and adjusted diluted EPS grew to $2.50. Operating and free cash flow both improved sharply, and CBIZ repurchased about 2 million shares for roughly $63 million through the end of April while reducing net leverage by 0.5x year over year.
For 2026, CBIZ reaffirmed its revenue outlook of approximately $2.8 billion to $2.9 billion, but raised its adjusted EBITDA target to $465–$475 million and its adjusted diluted EPS outlook to $4.00–$4.10, while maintaining expected free cash flow of $270–$290 million.
CBIZ, Inc. is calling shareholders to its Annual Meeting on May 14, 2026, at its Independence, Ohio headquarters. Investors will vote on electing two directors for terms expiring in 2029, ratifying KPMG LLP as independent auditor for 2026, and approving a non-binding advisory resolution on named executive officer compensation.
The proxy describes a classified nine-member board, director independence, committee structures, and an enterprise risk management program. It details a pay-for-performance philosophy, with executives’ 2025 incentives tied mainly to pre-tax income and total growth in revenue, plus long-term equity awards using restricted stock units and performance share units.
The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting 0 shares of CBIZ Inc. common stock, equal to 0% ownership. The filing states Vanguard disaggregated certain subsidiaries "in accordance with SEC Release No. 34-39538 (January 12, 1998)," which resulted in separate reporting and no beneficial ownership remaining under The Vanguard Group for these shares. The form is signed by Ashley Grim, Head of Global Fund Administration on 03/26/2026.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia reported a routine tax-related share disposition. On the reported date, 1,647 shares of common stock were withheld at $26.49 per share to cover taxes on vesting restricted stock units granted on March 17, 2025. After this withholding, Lakhia directly holds 146,832.9545 shares of CBIZ common stock, indicating this was a compensation-driven event rather than an open-market sale.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia bought 12,775 shares of common stock in an open-market purchase at an average price of $25.9663 per share. After this transaction, he directly holds 148,479.9545 shares. This total includes 1,154.9545 shares acquired through the company’s 2007 Employee Stock Purchase Plan.
CBIZ, Inc. CEO & President Jerome P. Grisko reported several bona fide gifts of Common Stock for estate planning purposes. On 2026-03-13, he transferred a total of 154,380 shares, all at a stated price of $0.00 per share, which reflects non-cash gifts rather than market sales.
The gifts include transfers from both direct holdings and indirect holdings through trusts and SLATs. After these transfers, he continues to own CBIZ shares directly and indirectly, including 127,652.3372 shares held directly and additional positions held by various trust and SLAT entities.