CBIZ (NYSE:CBZ) Stock Acquired Rep. Josh Gottheimer

Posted by Chris Copeland on May 21st, 2026

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of CBIZ, Inc. (NYSE:CBZ). In a filing disclosed on May 19th, the Representative disclosed that they had bought between $1,001 and $15,000 in CBIZ stock on April 6th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 4/28/2026.
Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/27/2026.
Sold $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 4/24/2026.
Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 4/24/2026.
Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/23/2026.
Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/16/2026.
Purchased $1,001 – $15,000 in shares of Freeport-McMoRan (NYSE:FCX) on 4/15/2026.
Sold $1,001 – $15,000 in shares of HDFC Bank (NYSE:HDB) on 4/13/2026.
Purchased $1,001 – $15,000 in shares of Intapp (NASDAQ:INTA) on 4/13/2026.
Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 4/9/2026.

CBIZ Stock Performance

NYSE:CBZ opened at $31.66 on Thursday. The company has a market cap of $1.70 billion, a P/E ratio of 12.71, a P/E/G ratio of 0.57 and a beta of 0.97. CBIZ, Inc. has a twelve month low of $24.29 and a twelve month high of $77.91. The company’s 50-day moving average price is $28.64 and its 200-day moving average price is $39.24. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.77.

CBIZ (NYSE:CBZ – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The business services provider reported $2.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.28 by $0.22. The company had revenue of $848.58 million during the quarter, compared to analysts’ expectations of $853.46 million. CBIZ had a net margin of 5.57% and a return on equity of 12.62%. CBIZ’s revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.33 EPS. CBIZ has set its FY 2026 guidance at 4.000-4.100 EPS. On average, sell-side analysts forecast that CBIZ, Inc. will post 4.07 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $42.00 price objective on shares of CBIZ in a research report on Thursday, April 30th. BMO Capital Markets began coverage on CBIZ in a research note on Monday, March 30th. They issued an “outperform” rating and a $33.00 target price for the company. Stephens set a $37.00 price target on CBIZ in a report on Friday, May 1st. Zacks Research raised shares of CBIZ from a “strong sell” rating to a “hold” rating in a report on Friday, March 27th. Finally, Weiss Ratings upgraded shares of CBIZ from a “sell (d)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, CBIZ presently has a consensus rating of “Hold” and a consensus target price of $37.33.

Check Out Our Latest Analysis on CBZ

Hedge Funds Weigh In On CBIZ

A number of hedge funds have recently modified their holdings of CBZ. Edgestream Partners L.P. acquired a new stake in shares of CBIZ during the 1st quarter worth about $3,611,000. EverSource Wealth Advisors LLC increased its position in shares of CBIZ by 667.5% during the first quarter. EverSource Wealth Advisors LLC now owns 1,512 shares of the business services provider’s stock valued at $41,000 after acquiring an additional 1,315 shares during the last quarter. California State Teachers Retirement System lifted its holdings in shares of CBIZ by 36.2% in the 1st quarter. California State Teachers Retirement System now owns 63,110 shares of the business services provider’s stock worth $1,695,000 after acquiring an additional 16,785 shares during the last quarter. Quantinno Capital Management LP increased its holdings in CBIZ by 543.8% in the 1st quarter. Quantinno Capital Management LP now owns 175,005 shares of the business services provider’s stock valued at $4,699,000 after purchasing an additional 147,820 shares during the last quarter. Finally, Caxton Associates LLP purchased a new position in shares of CBIZ during the first quarter worth $276,000. 87.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Brad S. Lakhia bought 12,775 shares of the company’s stock in a transaction on Friday, March 13th. The stock was bought at an average cost of $25.97 per share, with a total value of $331,766.75. Following the transaction, the chief financial officer directly owned 148,480 shares in the company, valued at $3,856,025.60. The trade was a 9.41% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 4.10% of the stock is owned by company insiders.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About CBIZ

(Get Free Report)

CBIZ, Inc (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.

Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services.