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The company

CBIZ, Inc.

CBZ · NYSE

IndustrialsBusiness ServicesLeading

CBZ stood above a rising 150-day average in 9 of the last 52 weekly readings, including each of the last 9 weeks. It is 33.6% above that average now. Business Services: 32% of its 115 stocks in an uptrend (−6 points in four weeks); Industrials: 26% (−5 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
9 in a row
Industry in uptrend
32% -6 in 4 wk
Insider buys, 12 months
$816K
Insider sales, 12 months
$1.4M
Officials’ trades on record
7
Institutions holding
243 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

20 Apr – 19 Oct
18%31%44%Apr 26Jun 26Jul 26Sep 26Oct 26

Business Services: A minority of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$888K$0$656KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

7 disclosed lines: House 7, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k30 Jun 2026filed 2 Jul 2026
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k6 Apr 2026filed 19 May 2026
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k5 Mar 2026filed 8 Apr 2026
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k9 Apr 2025filed 14 May 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k24 Mar 2025filed 7 Apr 2025
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k7 Mar 2024filed 7 Apr 2024
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k23 Feb 2023filed 17 Mar 2023

Insiders

Buy orders, 12 months3
Sale orders, 12 months2
Buyers · sellers2 · 1
WhoDidSharesTraded
Rodney A. YoungDirectorbought1,000at $26.0613 Mar 2026filed 17 Mar 2026
Brad S. LakhiaSenior Vice President & CFObought12,775at $25.9713 Mar 2026filed 17 Mar 2026
Benaree Pratt WileyDirectorsold17,956at $26.3910 Mar 2026filed 11 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders243+0 on the quarter
New · exited47 · 48
Reported value$1.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FMR LLCadded · filed 13 Aug 20268,047,282$258.2M+536,239+7.1%
BlackRock, Inc.added · filed 7 Aug 20264,971,786$159.5M+1,159,861+30.4%
BANK OF MONTREALreduced · filed 12 Aug 20263,453,723$110.8M-54,182−1.5%
22C Capital LLCunchanged · filed 14 Aug 20263,202,267$102.7M00.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,259,967$72.5M+113,380+5.3%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20262,253,744$72.3M+180,920+8.7%
MORGAN STANLEYreduced · filed 13 Aug 20261,492,737$47.9M-515,888−25.7%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,257,357$40.3M+97,978+8.5%
STATE STREET CORPadded · filed 7 Aug 20261,244,553$39.9M+92,844+8.1%
P2 Capital Partners, LLCreduced · filed 14 Aug 20261,136,974$36.5M-3,700−0.3%
31 Mar 2023 – 30 Jun 2026
193226258Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Brad S. Lakhia Company insiderSenior Vice President & CFO · last 17 Sep 20263 · 0
A. Haag Sherman Company insiderDirector · last 4 Aug 20260 · 0
Gilbert Ray Cisneros, Jr. HouseCA31 · last 30 Jun 20261 · 1
Gina D. France Company insiderDirector · last 15 May 20261 · 3
Kathy A. Raffa Company insiderDirector · last 15 May 20260 · 0
Richard T. Marabito Company insiderDirector · last 15 May 20261 · 0
Rick L. Burdick Company insiderDirector · last 15 May 20260 · 0
Rodney A. Young Company insiderDirector · last 15 May 20264 · 0
Todd J. Slotkin Company insiderDirector · last 15 May 20260 · 16
Josh Gottheimer HouseNJ05 · last 6 Apr 20262 · 3
Jerome P. Grisko Company insiderCEO & President · last 13 Mar 2026147 · 21
Benaree Pratt Wiley Company insiderDirector · last 10 Mar 20260 · 24

Same industry

DHX DHI GroupLeading+26%
TISI TeamLeading+19%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202512.9%
Operating profit marginFY 2025 · to 31 Dec 20258.5%
Free cash flow marginFY 2025 · to 31 Dec 20256.4%
Return on capital employedFY 2025 · to 31 Dec 20256.4%
Cash conversionFY 2025 · to 31 Dec 2025167%
Debt to equityFY 2025 · to 31 Dec 20250.83×
Interest coverFY 2025 · to 31 Dec 20252.18×
Share count trendFY 2025 · to 20 Feb 2026-7.9%
Cash and equivalentsFY 2025 · to 31 Dec 2025$18.3M
Free cash flowFY 2025 · to 31 Dec 2025$175.5M

Analyst forecasts

No analyst forecasts yet.