CBIZ, Inc. (CBZ) Stock Analysis
Recovery setup
Industrials · Specialty Business Services
Sell if holding. Analyst target reached at $35.26 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5.
CBIZ provides professional services — accounting, tax, advisory, benefits, and insurance — to middle-market businesses across more than 140 locations in 23 major U.S. markets. In 2025, total revenue was $2.76 billion, with the Financial Services segment contributing 83.4%... Read more
Sell if holding. Analyst target reached at $35.26 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5. Chart setup: Death cross but MACD improving, RSI 64. Score 5.5/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About CBIZ, Inc.
About CBIZ, Inc.
CBIZ generated $2.76 billion in total revenue in 2025, with the Financial Services segment — accounting, tax, advisory, and technology — contributing $2.30 billion or 83.4% of total, up from 75.1% in 2024 following the Marcum non-attest acquisition. Benefits and Insurance Services contributed $409.6 million (14.9%) and National Practices $46.9 million (1.7%). The company employs more than 9,500 people across more than 140 locations in 23 major markets, with no unionized workforce disclosed.
CBIZ earns revenue through direct professional services fees and through Administrative Service Agreements (ASAs) with four independent CPA firms — principally CBIZ CPAs, P.C. (formerly Mayer Hoffman McCann, P.C., with 421 stockholders) — under which CBIZ provides staffing, office management, and administrative support in exchange for fees. ASA fees totaled approximately $651.2 million in 2025, up from $306.5 million in 2024, with the majority of revenues related to privately-held clients and governmental agencies. The Financial Services segment also includes government health care consulting through Myers and Stauffer LC, an independent national CPA firm with 43 equity members. The National Practices segment derives all revenue from a single client under a cost-plus contract expiring December 31, 2028. Core accounting and tax revenue is front-loaded — most annual EPS is earned in the first half of the year during tax season — while Benefits and Insurance Services revenue is more stable across quarters.
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CBIZ faces a distinctive regulatory constraint: the SEC classifies the company as an associated entity of its ASA-linked CPA firms, prohibiting it from providing services to or holding interests in those firms' SEC-reporting attest clients. The Marcum integration significantly increased the number of CBIZ CPAs' SEC-reporting attest clients, and CBIZ CPAs is now subject to annual PCAOB inspection following prior PCAOB and SEC sanctions against Marcum for quality control failures. If independence conflicts cannot be managed, ASA fee revenue — approximately $651.2 million in 2025 — could be curtailed, making the continuation of ASA relationships a material operational dependency the 10-K explicitly identifies as a risk.
See also: Industrials · Specialty Business Services
From CBIZ, Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-06-14Recent Developments — CBIZ, Inc.
Latest news
- NEWS 12 Industrials Stocks Moving In Thursday's Intraday Session — benzinga Apr 30, 2026 neutral
- NEWS 12 Industrials Stocks Moving In Wednesday's After-Market Session — benzinga Apr 29, 2026 neutral
- NEWS CBIZ Raises FY2026 Adj EPS Guidance from $3.75-$3.85 to $4.00-$4.10 vs $3.44 Est; Affirms FY2026 Sales Guidance of $2.80 — benzinga Apr 29, 2026 positive
- NEWS CBIZ Q1 Adj. EPS $2.50 Beats $2.20 Estimate, Sales $849.000M Miss $852.150M Estimate — benzinga Apr 29, 2026 neutral
- NEWS Earnings Scheduled For April 29, 2026 — benzinga Apr 29, 2026 neutral
Generated 2026-06-15T18:11:46Z.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $35.26 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5. Chart setup: Death cross but MACD improving, RSI 64. Prior stop was $32.79. Score 5.5/10, moderate confidence.
Take-profit target: $34.96 (-0.9% upside). Prior stop was $32.79. Stop-loss: $32.79.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5; Below 200-MA, MA slope -11.2%/30d (confirmed downtrend).
CBIZ, Inc. trades at a P/E of 13.8 (forward 7.8). TrendMatrix value score: 8.0/10. Verdict: Sell.
9 analysts cover CBZ with a consensus score of 3.9/5. Average price target: $41.
What does CBIZ, Inc. do?CBIZ provides professional services — accounting, tax, advisory, benefits, and insurance — to middle-market businesses...
CBIZ provides professional services — accounting, tax, advisory, benefits, and insurance — to middle-market businesses across more than 140 locations in 23 major U.S. markets. In 2025, total revenue was $2.76 billion, with the Financial Services segment contributing 83.4% following the Marcum non-attest business acquisition that closed in 2024. Benefits and Insurance Services contributed 14.9% and National Practices 1.7%, the latter serving a single client under a cost-plus contract.