Cbiz, INC

Market Movers (8-K)

NYSE
CBIZ, Inc. reported mixed second-quarter results with revenue slightly down but first-half revenue up, alongside a significant announcement of its acquisition by Grant Thornton for $5.0 billion.
Worse than expected
NYSE
CBIZ Inc. announced a voluntary rescission offer for shares purchased under its Employee Stock Purchase Plan due to an inadvertent over-purchase and registration issue, alongside the identification of material weaknesses in internal controls.
Worse than expected
NYSE
Grant Thornton Advisors LLC has entered into a definitive agreement to acquire CBIZ, Inc. in an all-cash transaction valued at $5 billion, creating the fifth-largest U.S. professional services, tax, and advisory provider.
Capital raise
NYSE
CBIZ, Inc. stockholders elected directors, ratified auditors, and approved executive compensation at the 2026 annual meeting.
NYSE
CBIZ, Inc. announced robust fourth-quarter and full-year 2025 financial results, driven by a significant acquisition, and provided a positive outlook for 2026.
Better than expected
NYSE
CBIZ, Inc. announced that Chris Spurio will step down as President of Financial Services effective January 31, 2026, transitioning to a consulting role.

Quarterly Earnings (10-Q)

NYSE
CBIZ, Inc. announced its first-quarter 2026 financial results, showcasing a 1.3% increase in revenue and a significant rise in net income driven by acquisition-related adjustments.
NYSE
CBIZ, Inc. announced significant revenue growth for the nine months ended September 30, 2025, driven by the Marcum LLP acquisition, despite a quarterly dip in net income and a cautious demand outlook.
Capital raise
NYSE
CBIZ, Inc. announced significant revenue and net income increases for the second quarter and first half of 2025, primarily fueled by the Marcum LLP acquisition, while managing increased interest expenses and economic uncertainties.
Better than expected
NYSE
CBIZ Inc. reports a significant increase in revenue and net income for the first quarter of 2025, primarily driven by the acquisition of Marcum LLP.
Better than expected
NYSE
CBIZ Inc. announced a 6.9% increase in revenue for the third quarter of 2024, alongside the completion of its acquisition of Marcum LLP.
Worse than expected
Capital raise
NYSE
CBIZ Inc. announced its second quarter 2024 results, showing revenue growth but a decrease in net income, while also revealing a significant merger agreement with Marcum LLP.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
CBIZ, Inc. files Amendment No. 2 to its 2025 Form 10-K, addressing material weaknesses in internal controls and restating segment reporting.
NYSE
CBIZ, Inc. announced a significant revenue and net income increase in 2025, primarily fueled by the successful integration of the Marcum LLP acquisition.
Better than expected
NYSE
CBIZ, Inc. reports a 14% increase in revenue for 2024, driven by acquisitions and organic growth, but net income significantly decreased due to acquisition-related expenses.
Worse than expected
NYSE
CBIZ Inc.'s 10-K filing details the structure of its capital stock, including common stock rights, dividend entitlements, and anti-takeover measures.

Insider Trading (Form 4)

NYSE
Director Kathy A. Raffa of CBIZ, Inc. acquired 6,051 shares of common stock through a non-employee director compensation grant.
NYSE
Director Rodney A. Young of CBIZ, Inc. reported the acquisition of 6,051 shares of common stock on May 15, 2026, as part of his annual non-employee director compensation.
NYSE
Director Todd J. Slotkin of CBIZ, Inc. acquired 6,051 shares of common stock on May 15, 2026, as part of his annual non-employee director compensation.
NYSE
CBIZ Inc. Director A. Haag Sherman acquired 6,051 shares of common stock on May 15, 2026, as part of annual non-employee director compensation.
NYSE
Richard T. Marabito, a Director at CBIZ, Inc., reported a transaction involving the acquisition of 6,051 shares of common stock on May 15, 2026, as part of his director compensation.
NYSE
CBIZ, Inc. Director Gina D. France reported the acquisition of 6,051 shares of common stock on May 15, 2026, as part of her annual non-employee director compensation.

Proxy Statements (Def-14A)

NYSE
CBIZ, Inc. has issued its 2026 Proxy Statement, outlining the agenda for the upcoming Annual Meeting of Shareholders scheduled for May 14, 2026.
Worse than expected
NYSE
CBIZ, Inc. announces its annual shareholder meeting to be held on May 15, 2025, with proxy materials accessible online.
NYSE
CBIZ, Inc. has released its proxy statement detailing the agenda for its upcoming Annual Meeting of Shareholders on May 15, 2025, including director elections, auditor ratification, and executive compensation approval.
NYSE
CBIZ supplements its proxy statement to address shareholder lawsuits alleging disclosure deficiencies related to the proposed merger with Marcum LLP.
NYSE
CBIZ refiled its definitive proxy statement to ensure public access to information regarding the proposed merger with Marcum due to ongoing technical issues with the SEC's EDGAR system.
Delay expected
Capital raise
NYSE
CBIZ, Inc. is set to acquire Marcum LLP for approximately $2.3 billion, requiring shareholder approval for the issuance of stock consideration at a special meeting on October 23, 2024.
Capital raise

Schedule 13G - Passive Investments

NYSE
Capital Research Global Investors has filed a Schedule 13G amendment indicating no beneficial ownership of CBIZ, Inc. common stock as of March 31, 2026.
NYSE
Bank of Montreal and its affiliates report beneficial ownership of 3,508,094 shares of CBIZ, Inc. common stock, representing 6.37% of the class.
NYSE
Morgan Stanley has filed a Schedule 13G, indicating its beneficial ownership of CBIZ, Inc. common stock, with a reported stake of 3.0%.
NYSE
FMR LLC and Abigail P. Johnson have reported beneficial ownership of 15.0% of CBIZ Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in CBIZ Inc following an internal realignment that disaggregated reporting responsibilities.
NYSE
FMR LLC and its Chairman and CEO, Abigail P. Johnson, have reported a combined beneficial ownership of 13.1% of CBIZ Inc.'s common stock as of December 31, 2025.