What is the 13F Pro Quality Score for CBZ?

13F Pro ranks CBIZ, Inc. (CBZ) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CBZ's current score at https://13fpro.ai/company/CBZ (free sign-up required for the full ranking).

Which hedge funds own the most CBZ stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CBZ include FMR, BlackRock,, BANK OF MONTREAL /CAN/. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CBZ as soon as new 13F filings post.

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.

What sector is CBZ in?

CBIZ, Inc. (CBZ) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives CBZ's revenue?

Per CBIZ, Inc.'s latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Financial Services ($580.3M, -0.2% YoY); Benefits and Insurance Services ($101.9M, 0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CBZ.

What are CBZ's largest expenses?

CBIZ, Inc.'s latest 10-Q reports these as the largest expense items: Operating expenses ($609.8M, +2.4% YoY); Corporate G&A expenses ($38.4M, +38.8% YoY); Interest expense ($24.3M, -12.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is CBZ research updated on 13F Pro?

CBZ's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CBIZ, Inc.(CBZ)Stock Analysis

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13F Pro Quality Score

57.7/100

Rank #1,078 of 2,960 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

5.0/100

Revenue Scale

67.3/100

Dilution Risk

58.5/100

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Why CBZ Scores 58/100

exact factor attribution · 2026-09-12

CBZ's composite is driven by revenue growth and earnings quality, held back by institutional flow and earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+4.1 pts

71th pct

Earnings quality

+2.8 pts

78th pct

Scale

+2.6 pts

67th pct

Free cash flow

+1.0 pts

57th pct

Capital efficiency

+0.8 pts

58th pct

Shareholder dilution

+0.4 pts

59th pct

Profitability

-0.4 pts

47th pct

Earnings growth

-1.3 pts

23th pct

Institutional flow

-2.3 pts

5th pct

▼22

Latest change (2026-08-04): 67 → 47 · ↓ Profit margin 63→36; ↓ Capital efficiency 71→38

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in CBZ

Events flagged as statistical outliers against CBZ's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-04
CBZ quality score dropped 20 points (67→47) on a new filing
View source filing →

CBZ Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for CBIZ, Inc. (CBZ), a Industrials sector company. 13F Pro's AI-powered ranking engine scores CBZ at 57.7/100 on a 32-signal composite quality model, placing it at rank #1,078 of 2,960 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 (5.0), 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. Top institutional holders of CBZ by reported 13-F value include FMR, BlackRock, BANK OF MONTREAL, based on the most recent SEC filings. 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. CBIZ, Inc.'s 13F Pro composite quality score has ranged between 47 and 68 since 2021, currently 57.7 — a stable long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about CBIZ, Inc.

Quirks, history, and lore behind CBZ — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. professional services company · listed on NYSE · headquartered in Ohio · serves mid-market businesses across the country.
2
The Numbers
Annual revenue in the range of $1.5 billion, with a workforce of roughly 6,000+ employees spread across hundreds of offices nationwide.
3
The History
Built largely through acquisitions over several decades, it assembled a national footprint by rolling up smaller accounting, tax, and consulting firms across the U.S.
4
The Secret
It sits in an unusual lane: too big to be a local firm, too focused on middle-market clients to chase the Fortune 500 — and that's entirely by design.
5
The Lore
It competes with the Big Four accounting giants for talent but deliberately targets the clients those giants often ignore — privately held companies and owner-operated businesses.
6
The Giveaway
Its ticker is three letters that sound like initials, its full name ends with "Inc.", and it is one of the largest providers of accounting, tax, insurance, and benefits services to mid-sized American businesses.

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

✓ 25/25 datapoints verified

AI-extracted from CBIZ, Inc.'s 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 →Share on X

Revenue

Q2 2026

$682.2M

Net Income

Q2 2026

$18.6M

ROIC

Q2 2026

4.1%

D/E Ratio

Q2 2026

0.78

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+52.1% YoY

$2.76BFY 2025

FY22 $1.41BFY23 $1.59BFY24 $1.81BFY25 $2.76B

Net Income

+181.3% YoY

$115.4MFY 2025

FY22 $105.4MFY23 $121.0MFY24 $41.0MFY25 $115.4M

Operating Income

+217.4% YoY

$234.0MFY 2025

FY22 $168.3MFY23 $165.2MFY24 $73.7MFY25 $234.0M

EPS (Diluted)

+134.6% YoY

$1.83FY 2025

FY22 $2.01FY23 $2.39FY24 $0.78FY25 $1.83

Total Assets

-1.4% YoY

$4.41BFY 2025

FY22 $1.88BFY23 $2.04BFY24 $4.47BFY25 $4.41B

Total Debt

+4.0% YoY

$1.46BFY 2025

FY22 $263.7MFY23 $310.8MFY24 $1.40BFY25 $1.46B

Op. Cash Flow

+55.6% YoY

$192.5MFY 2025

FY22 $126.1MFY23 $153.5MFY24 $123.7MFY25 $192.5M

Free Cash Flow

+58.4% YoY

$175.5MFY 2025

FY22 $117.5MFY23 $130.5MFY24 $110.8MFY25 $175.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.76B +52.1%	$1.81B +14.0%	$1.59B +12.7%	$1.41B +27.8%	$1.10B +14.6%	$963.9M
Net Income	$115.4M +181.3%	$41.0M -66.1%	$121.0M +14.8%	$105.4M +48.6%	$70.9M -9.5%	$78.3M
Operating Income	$234.0M +217.4%	$73.7M -55.4%	$165.2M -1.8%	$168.3M +131.6%	$72.7M -21.4%	$92.5M
EPS (Diluted)	$1.83 +134.6%	$0.78 -67.4%	$2.39 +18.9%	$2.01 +52.3%	$1.32 -6.4%	$1.41
Total Assets	$4.41B -1.4%	$4.47B +118.8%	$2.04B +8.8%	$1.88B +15.4%	$1.63B +7.5%	$1.51B
Total Debt	$1.46B +4.0%	$1.40B +350.4%	$310.8M +17.9%	$263.7M +70.3%	$154.9M +44.5%	$107.2M
Operating Cash Flow	$192.5M +55.6%	$123.7M -19.4%	$153.5M +21.7%	$126.1M -3.8%	$131.2M -10.7%	$146.8M
Free Cash Flow	$175.5M +58.4%	$110.8M -15.1%	$130.5M +11.0%	$117.5M -3.8%	$122.2M -9.7%	$135.3M

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Available Research

13F Pro tracks comprehensive data for CBIZ, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CBZ

FMR LLC
$258.2M8,047,282 sh
BlackRock, Inc.
$159.5M4,971,786 sh
BANK OF MONTREAL /CAN/
$110.8M3,453,723 sh
22C Capital LLC
$102.7M3,202,267 sh
VANGUARD CAPITAL MANAGEMENT LLC
$72.5M2,259,967 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$72.3M2,253,744 sh
MORGAN STANLEY
$47.9M1,492,737 sh
GEODE CAPITAL MANAGEMENT, LLC
$40.3M1,257,357 sh
STATE STREET CORP
$39.9M1,244,553 sh
P2 Capital Partners, LLC
$36.5M1,136,974 sh

Fund	Value	Shares
FMR LLC	$258.2M	8,047,282
BlackRock, Inc.	$159.5M	4,971,786
BANK OF MONTREAL /CAN/	$110.8M	3,453,723
22C Capital LLC	$102.7M	3,202,267
VANGUARD CAPITAL MANAGEMENT LLC	$72.5M	2,259,967
VANGUARD PORTFOLIO MANAGEMENT LLC	$72.3M	2,253,744
MORGAN STANLEY	$47.9M	1,492,737
GEODE CAPITAL MANAGEMENT, LLC	$40.3M	1,257,357
STATE STREET CORP	$39.9M	1,244,553
P2 Capital Partners, LLC	$36.5M	1,136,974

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Is CBZ a good stock to buy?

13F Pro's AI-powered analysis of CBIZ, Inc. (CBZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CBZ are available on the CBZ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CBZ is classified as a mid company.

Which hedge funds own CBZ?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CBZ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CBIZ, Inc.'s investment landscape.