CBZ Cbiz Dashboard

CBIZ, Inc. engages in the provision of financial, insurance, and advisory services. It operates through the following segments: Financial Services, Benefits and Insurance Services, National Practices, and Corporate and Other. The Financial Services segment offers accounting, tax, government health care consulting, financial advisory, valuation, and risk advisory services. The Benefits and Insurance Services segment includes group health benefits consulting, property and casualty brokerage, retirement plan services, and payroll. The National Practices segment deals with managed networking and hardware, and healthcare consulting. The company was founded by Michael G. DeGroote Sr. on October 17, 1996 and is headquartered in Cleveland, OH.

Company profile

Ticker

CBZ

Exchange

NYSE

Website

www.cbiz.com/

CEO

Jerome Grisko

Incorporated

Delaware

Location

Ohio

Fiscal year end

Dec 31

Sector

Professional, Scientific, and Technical Services > Payroll Services

Industry (SIC)

Services - Business Services, NEC

Alibaba Group Holding • Visa • Uber • EBay • PayPal • Nielsen • Accenture • Conduent • Mastercard • MultiPlan ...

Former names

CENTURY BUSINESS SERVICES INC, INTERNATIONAL ALLIANCE SERVICES INC, REPUBLIC ENVIRONMENTAL SYSTEMS INC

SEC CIK

0000944148

Corporate docs

Articles of Incorporation & Bylaws

IRS number

222769024

CBZ stock data

S&P 500

1M 1Y 2Y 5Y

News

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Stocks That Hit 52-Week Highs On Friday

12 Mar 21

Before 10 a.m. ET on Friday, 571 companies hit new 52-week highs.

Stocks That Hit 52-Week Highs On Monday

8 Mar 21

Before 10 a.m. ET on Monday, 492 companies set new 52-week highs.

Stocks That Hit 52-Week Highs On Friday

5 Mar 21

During Friday's morning session, 251 stocks hit new 52-week highs.

Stocks That Hit 52-Week Highs On Thursday

4 Mar 21

Stocks That Hit 52-Week Highs On Tuesday

23 Feb 21

Press releases

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CBIZ to Announce First-Quarter 2021 Results on April 29, 2021

14 Apr 21

CLEVELAND, April 14, 2021 /PRNewswire/ -- CBIZ, Inc., (NYSE:CBZ) ("the Company") a leading provider of financial, insurance and advisory services, will announce its financial results for the first

CBIZ Names Gretchen A. Farrell as Chief Human Resources Officer

5 Apr 21

CLEVELAND, April 5, 2021 /PRNewswire/ -- CBIZ, Inc. (NYSE:CBZ) ("the Company"), a leading provider of financial, insurance, advisory and other professional services, has named Gretchen A. Farrell as Chief

Small Business Hiring Growth Continues in March

2 Apr 21

The CBIZ Small Business Employment Index sees positive hiring trends for the second consecutive month, building on February's bounce from early-year declines The CBIZ Small Business Employment Index ("SBEI") reported a

Main Street Businesses Stay Resilient Amid Pandemic's Impact

25 Mar 21

CBIZ Names Finalists for 2021 Women Transforming Business Award

8 Mar 21

Investment data

Data from SEC filings

Securities sold

Number of investors

Calendar

26 Feb 21

17 Apr 21

31 Dec 21

Financial summary

Financial statements Chart CBZ financial data

Quarter (USD)	Dec 20	Sep 20	Jun 20	Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Cbiz earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	170.34M	170.34M	170.34M	170.34M	170.34M	170.34M
Cash burn (monthly)	(positive/no burn)	(positive/no burn)	4.57M	(positive/no burn)	(positive/no burn)	(positive/no burn)
Cash used (since last report)	n/a	n/a	16.3M	n/a	n/a	n/a
Cash remaining	n/a	n/a	154.04M	n/a	n/a	n/a
Runway (months of cash)	n/a	n/a	33.7	n/a	n/a	n/a

Beta Read what these cash burn values mean

Recent insider trades

CBZ insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Apr 21	Benaree Pratt Wiley	Common Stock	Sell	Dispose S	No	Yes	33.4922	4,200	140.67K	3,361
16 Mar 21	Chris Spurio	Common Stock	Sell	Dispose S	No	No	33.1945	20,929	694.73K	148,538.73
16 Mar 21	Chris Spurio	Common Stock	Option exercise	Aquire M	No	No	10.35	20,929	216.62K	169,467.73
16 Mar 21	Chris Spurio	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	10.35	20,929	216.62K	0
15 Mar 21	Jerome P Grisko	Common Stock	Gift	Aquire G	Yes	No	0	34,288	0	591,264
15 Mar 21	Jerome P Grisko	Common Stock	Gift	Dispose G	No	No	0	34,288	0	83,436.815
15 Mar 21	Chris Spurio	Common Stock	Sell	Dispose S	No	No	33.4956	37,784	1.27M	148,538.73
15 Mar 21	Chris Spurio	Common Stock	Option exercise	Aquire M	No	No	10.35	37,784	391.06K	186,322.73
15 Mar 21	Chris Spurio	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	10.35	37,784	391.06K	20,929
12 Mar 21	Chris Spurio	Common Stock	Sell	Dispose S	No	No	33.996	16,287	553.69K	148,531.736

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

CBZ institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

89.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	167	162	+3.1%
Opened positions	26	15	+73.3%
Closed positions	21	8	+162.5%
Increased positions	53	41	+29.3%
Reduced positions	59	67	-11.9%

13F shares	Current	Prev Q	Change
Total value	1.28B	1.11B	+15.5%
Total shares	48.02M	48.35M	-0.7%
Total puts	100K	0	NEW
Total calls	0	0
Total put/call ratio	Infinity	–	–

Largest owners	Shares	Value	Change
Dimensional Fund Advisors	4.04M	$107.5M	-3.8%
BLK Blackrock	3.8M	$101.2M	+6.9%
P2 Capital Partners	3.49M	$92.76M	0.0%
Vanguard	2.57M	$68.3M	+3.3%
Mawer Investment Management	2.37M	$63.02M	-0.5%
WFC Wells Fargo & Co.	2.24M	$59.49M	+20.4%
Cardinal Capital Management	2.14M	$56.98M	-4.3%
Burgundy Asset Management	1.91M	$50.94M	+4.9%
FIL	1.87M	$49.63M	+12.0%
Wellington Management	1.75M	$46.64M	+22.3%

Largest transactions	Shares	Bought/sold	Change
FMR	173K	-1.35M	-88.6%
Nuveen Asset Management	260.56K	-1.01M	-79.4%
Norges Bank	803.14K	+803.14K	NEW
WFC Wells Fargo & Co.	2.24M	+378.63K	+20.4%
Wellington Management	1.75M	+319.37K	+22.3%
BLK Blackrock	3.8M	+244.56K	+6.9%
FIL	1.87M	+200K	+12.0%
MS Morgan Stanley	289.91K	+199.71K	+221.4%
Renaissance Technologies	41.43K	-198.93K	-82.8%
Dimensional Fund Advisors	4.04M	-157.55K	-3.8%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Management Discussion

We provide professional business services that help clients manage their finances and employees. We deliver our integrated services through the following three practice groups: Financial Services, Benefits and Insurance Services and National Practices. A description of these groups’ operating results and factors affecting their businesses is provided below.
Same-unit revenue represents total revenue adjusted to reflect comparable periods of activity for acquisitions and divestitures. For example, for a business acquired on July 1, 2019, revenue for the period January 1, 2020 through June 30, 2020 would be reported as revenue from acquired businesses; same-unit revenue would include revenue for the periods July 1 through December 31 of both years. Divested operations represent operations that did not meet the criteria for treatment as discontinued operations. Those businesses that have met the requirements to be treated as a discontinued operation are eliminated from continuing operations for all periods presented below.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

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From filing 10-K 2020 FY