CBZ is the ticker symbol for CBIZ, Inc., a publicly traded Industrials sector company listed on NYSE. 13F Pro tracks CBZ with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is CBZ a good stock to buy?

13F Pro's AI ranking engine scores CBZ at 58.8/100, ranked #978 of 2,961 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for CBZ is available at https://13fpro.ai/company/CBZ. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source CBZ data?

All CBIZ, Inc. fundamentals and ownership data come directly from SEC EDGAR. CBIZ, Inc. files with the SEC under CIK 944148. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

CBIZ, Inc.(CBZ)— Stock Profile, AI Score & Financials

Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

CBIZ, Inc. (CBZ) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores CBZ at 58.8/100 on a 32-signal composite quality model, placing it at rank #978 of 2,961 stocks — the top half of the AI-ranked universe. CBZ scores in the top quartile across earnings quality (77.8). Areas of concern include institutional flow (27.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CBIZ, Inc. reports quarterly revenue of $682.2M, net income of $18.6M. CBZ trades on the NYSE exchange and files with the SEC under CIK 944148. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CBZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CBIZ, Inc. directly from SEC EDGAR.

AI Quality Score

58.8/100

AI Rank

#978

Revenue

$682.2M

Net Income

$18.6M

SEC EDGAR: CIK 944148 →

CBIZ, Inc.

CBZ

NYSEMid CapIndustrials

13F Pro Quality Score

58.8/100

Rank #978 of 2,961 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

70.7/100

Profitability

47.4/100

Balance Sheet

57.5/100

Earnings Quality

77.8/100

Free Cash Flow

56.9/100

Institutional Flow

27.3/100

Revenue Scale

67.3/100

Dilution Risk

58.5/100

Price Chart

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What's Driving CBZ's Business? Latest 10-Q Breakdown

25/25 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

CBIZ revenue was roughly flat at $682.2M (-0.2% YoY) as net income fell to $18.6M from $41.9M on higher integration/G&A costs, and the company agreed to be acquired by Viking ParentCo for $55.00/share cash.

Biggest Revenue Drivers

Financial Services$580.3M-0.2% YoY

Same-unit revenue declined as traditional accounting/tax services fell $8.0M and advisory services fell $1.4M, partly offset by government healthcare compliance (+$3.5M) and technology services (+$2.4M)

Benefits and Insurance Services$101.9M0% YoY

Revenue growth was relatively flat versus the prior-year quarter

Biggest Revenue Drivers

Total revenue: $682.2M-0.2% YoY

Financial Services$580.3M-0.2% YoY

Benefits and Insurance Services$101.9M0% YoY

Revenue growth was relatively flat versus the prior-year quarter

Largest Expense Items

Operating expenses$609.8M+2.4% YoY

Driven by $11.5M higher personnel costs and $2.3M higher direct costs, partly offset by lower D&A, facility, and professional service costs; included $14.8M of Marcum integration costs

Corporate G&A expenses$38.4M+38.8% YoY

Higher personnel costs (+$4.8M), professional services (+$4.8M), marketing (+$1.4M), and technology costs (+$1.4M)

Interest expense$24.3M-12.7% YoY

Lower average debt balance and lower weighted average interest rate versus the prior-year quarter

Margins: Adjusted gross margin (excluding deferred compensation plan effects) fell to 13.1% of revenue from 14.6% a year earlier; operating expenses rose to 89.4% of revenue from 87.1%, driven by higher personnel costs and Marcum integration charges.

Watch Items from the Filing

On July 28, 2026 CBIZ signed a merger agreement to be acquired by Viking ParentCo for $55.00/share in cash, subject to shareholder and regulatory approval, with a termination fee payable in certain circumstances.
Management disclosed two material weaknesses in internal controls: over-issuance of ~481,049 shares under the ESPP beyond registered limits, and improper goodwill reassignment among reporting units; disclosure controls were deemed not effective.
G&A expenses included a $10.9 million cumulative impact from the ESPP correction, and the company plans a voluntary rescission offer to affected ESPP participants in Q3 2026.
Effective tax rate dropped to 21.5% from 27.4% YoY due to a one-time tax benefit from purchased transferable tax credits, which is not a recurring driver of earnings.
$973.5 million of the $1,473.5 million outstanding debt is floating-rate; a 100 basis point rate move would change annual interest expense by approximately $9.7 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →