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. (NYSE: CBZ) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations as a national professional services advisor to middle-market businesses. These SEC filings include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with any proxy statements and other disclosures required for a New York Stock Exchange–listed company.
Current reports on Form 8-K for CBIZ document material events such as quarterly financial results, amendments to bylaws, and changes in senior leadership roles. For example, recent 8-K filings have covered second- and third-quarter financial results, updates to the company’s Amended and Restated Bylaws, and leadership transitions within the Financial Services practice. These filings often reference non-GAAP measures such as Adjusted Net Income, Adjusted Diluted Earnings Per Share, and Adjusted EBITDA, with reconciliations to GAAP measures provided in the accompanying materials.
On this SEC filings page for CBZ, users can review these documents in one place and see how CBIZ reports on its financial condition, governance structure, and significant corporate actions. Investors interested in topics such as revenue trends, segment performance, capital structure, bylaw changes, and executive roles can use the filings as primary source material.
Stock Titan enhances access to CBIZ filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight key points from lengthy forms, helping readers quickly identify items such as quarterly earnings details in 10-Qs, annual disclosures in 10-Ks, and material developments reported on 8-Ks. Users can also monitor filings that may relate to insider activity and compensation through the appropriate SEC forms, using the platform’s tools to better understand the regulatory record behind the CBZ stock.
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.