CBIZ (NYSE:CBZ) Shares Gap Up – Still a Buy?

Shares of CBIZ, Inc. (NYSE:CBZ) gapped up prior to trading on Thursday . The stock had previously closed at $27.28, but opened at $29.81. CBIZ shares last traded at $31.6590, with a volume of 591,712 shares changing hands.

Key Headlines Impacting CBIZ

Here are the key news stories impacting CBIZ this week:

• Positive Sentiment: Management set FY‑2026 EPS guidance of $3.75–$3.85, which, if achieved, would imply meaningful earnings recovery and could support valuation expansion. CBIZ, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: Company is targeting 2%–5% revenue growth for 2026 and is prioritizing integration of acquisitions and AI investments — a strategic shift that could drive margin improvement and incremental revenue over time. CBIZ targets 2%–5% revenue growth in 2026 as integration and AI drive strategic priorities
• Neutral Sentiment: Q4 revenue was up ~17.9% year‑over‑year, showing topline expansion despite the quarter missing street sales estimates — the growth helps the multi‑year story but didn’t offset the misses this quarter. CBIZ Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Q4 EPS missed estimates (reported $(0.70) vs. consensus $(0.66)) and revenue came in below analyst expectations ($542.7M reported vs. ~$578M expected), which is the primary near‑term catalyst for the selloff. CBIZ (NYSE:CBZ) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
• Negative Sentiment: Technically the stock is far below its 50‑ and 200‑day moving averages and trading near its 52‑week low with above‑average volume, indicating bearish momentum that can amplify downside even if longer‑term fundamentals look constructive.

Analyst Upgrades and Downgrades

CBZ has been the subject of a number of recent research reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of CBIZ in a report on Wednesday, January 21st. CJS Securities raised CBIZ to a “strong-buy” rating in a research report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of CBIZ in a research note on Monday, January 12th. They set a “hold” rating and a $60.00 target price on the stock. Finally, Zacks Research downgraded shares of CBIZ from a “hold” rating to a “strong sell” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $60.00.

CBIZ Price Performance

The company has a quick ratio of 1.57, a current ratio of 1.57 and a debt-to-equity ratio of 0.80. The firm has a market capitalization of $1.55 billion, a price-to-earnings ratio of 16.13 and a beta of 0.92. The company has a fifty day moving average price of $42.05 and a two-hundred day moving average price of $50.62.

CBIZ (NYSE:CBZ) last released its quarterly earnings results on Wednesday, February 25th. The business services provider reported ($0.70) EPS for the quarter, missing the consensus estimate of ($0.66) by ($0.04). The business had revenue of $542.66 million during the quarter, compared to analysts’ expectations of $578.02 million. CBIZ had a net margin of 4.19% and a return on equity of 12.02%. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the company earned ($0.20) EPS. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. On average, equities research analysts expect that CBIZ, Inc. will post 2.65 EPS for the current fiscal year.

Insider Activity

In related news, Director Benaree Pratt Wiley sold 8,288 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $49.54, for a total value of $410,587.52. Following the transaction, the director owned 35,956 shares in the company, valued at $1,781,260.24. The trade was a 18.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. 4.95% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. AQR Capital Management LLC boosted its position in shares of CBIZ by 6.2% during the 1st quarter. AQR Capital Management LLC now owns 11,725 shares of the business services provider’s stock worth $889,000 after purchasing an additional 682 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of CBIZ by 4.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 29,294 shares of the business services provider’s stock valued at $2,222,000 after purchasing an additional 1,318 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of CBIZ by 5.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 143,270 shares of the business services provider’s stock valued at $10,868,000 after purchasing an additional 7,676 shares during the period. Jane Street Group LLC boosted its holdings in CBIZ by 96.1% during the first quarter. Jane Street Group LLC now owns 41,240 shares of the business services provider’s stock worth $3,128,000 after buying an additional 20,214 shares in the last quarter. Finally, Ethic Inc. grew its position in CBIZ by 21.6% during the second quarter. Ethic Inc. now owns 3,767 shares of the business services provider’s stock worth $268,000 after buying an additional 668 shares during the period. Hedge funds and other institutional investors own 87.44% of the company’s stock.

About CBIZ

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.