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. (CBZ) received an amended Schedule 13G from Durable Capital Partners LP, reporting beneficial ownership of 3,925,067 shares of common stock, representing 7.3% of the class. The filing lists sole voting and dispositive power over the same number of shares. The ownership percentage is calculated against 53,975,243 shares outstanding as of July 25, 2025, as disclosed in CBIZ’s Form 10-Q.
The date of event triggering the filing is September 30, 2025. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
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.