Cbiz, Inc. (CBZ) — SEC Filings
Cbiz, Inc. (CBZ) — 44 SEC filings. Latest: 10-Q (Apr 30, 2026). Includes 19 8-K, 7 10-Q, 7 SC 13G/A.
Overview
Cbiz, Inc. (CBZ) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 17, 2025: CBIZ, Inc. filed an 8-K on November 17, 2025, reporting events that occurred on November 12, 2025. The filing indicates amendments to articles of incorporation or bylaws, other events, and financial statements and exhibits. The company is incorporated in Delaware and headquartered in Independence, O
Sentiment Summary
Across 44 filings, the sentiment breakdown is: 4 bullish, 40 neutral. The dominant filing sentiment for Cbiz, Inc. is neutral.
Filing Type Overview
Cbiz, Inc. (CBZ) has filed 7 10-Q, 19 8-K, 2 DEF 14A, 2 10-K, 1 SC 13G, 7 SC 13G/A, 1 8-K/A, 4 DEFA14A, 1 SC 13D/A with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (44)
Risk Profile
Risk Assessment: Of CBZ's 37 recent filings, 0 were flagged as high-risk, 8 as medium-risk, and 29 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $2,215,328,000 |
| Net Income | $194,861,000 |
| EPS | $3.06 |
| Debt-to-Equity | 1.43 |
| Cash Position | $16,969,000 |
| Operating Margin | 14.41% |
| Total Assets | $4,545,144,000 |
| Total Debt | $1,568,962,000 |
Industry Context
CBIZ operates in the highly competitive professional services sector, providing accounting, tax, and advisory services. The industry is characterized by ongoing consolidation, with larger firms acquiring smaller ones to expand service offerings and geographic reach. Trends include increasing demand for specialized advisory services, digital transformation, and a focus on talent acquisition and retention.
Top Tags
corporate-governance (8) · financial-reporting (6) · amendment (6) · sec-filing (5) · 10-Q (4) · financials (4) · proxy-statement (4) · institutional-ownership (4) · shareholder-vote (3) · quarterly-report (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Revenue | $2.22B | Increased 63.7% for the nine months ended September 30, 2025, from $1.35B in 2024. |
| Net Income | $194.86M | Increased 47.9% for the nine months ended September 30, 2025, from $131.76M in 2024. |
| Operating Income | $319.17M | Increased 76.9% for the nine months ended September 30, 2025, from $180.38M in 2024. |
| Interest Expense | $80.98M | Increased significantly for the nine months ended September 30, 2025, from $15.36M in 2024. |
| Marcum Acquisition Revenue Contribution | $840.0M | Revenue contributed by Marcum LLP for the nine months ended September 30, 2025. |
| Marcum Acquisition Operating Income Contribution | $162.3M | Operating income contributed by Marcum LLP for the nine months ended September 30, 2025. |
| Diluted EPS | $3.06 | Increased from $2.62 for the nine months ended September 30, 2024. |
| Long-term Debt | $1.50B | Increased from $1.33B as of December 31, 2024. |
| Share Repurchases | $127.75M | Amount spent on treasury stock acquisition for the nine months ended September 30, 2025. |
| Q2 2025 Revenue | $425.0M | Increased 9.0% from Q2 2024's $390.0M |
| Q2 2025 Net Income | $35.0M | Increased 16.7% from Q2 2024's $30.0M |
| H1 2025 Revenue | $900.0M | Increased 9.8% from H1 2024's $820.0M |
| H1 2025 Net Income | $70.0M | Increased 16.7% from H1 2024's $60.0M |
| Q2 Revenue Growth | 9.0% | Year-over-year increase in revenue for the second quarter of 2025 |
| Q2 Net Income Growth | 16.7% | Year-over-year increase in net income for the second quarter of 2025 |
Forward-Looking Statements
- {"claim":"CBIZ Inc. stock may experience increased investor confidence due to Vanguard's significant stake.","entity":"CBIZ Inc.","targetDate":"Q2 2024","confidence":"medium"}
- {"claim":"Vanguard will maintain or slightly increase its ownership in CBIZ Inc. in future filings.","entity":"The Vanguard Group","targetDate":"Q4 2024","confidence":"medium"}
- {"claim":"Morgan Stanley will maintain a significant, but passive, investment in CBIZ, Inc. for the foreseeable future.","entity":"Morgan Stanley","targetDate":"December 31, 2024","confidence":"medium"}
- {"claim":"Dimensional Fund Advisors LP will maintain a significant stake in CBIZ Inc. for the foreseeable future.","entity":"Dimensional Fund Advisors LP","targetDate":"December 29, 2024","confidence":"medium"}
- {"claim":"CBIZ's earnings per share will likely see a modest increase due to fewer outstanding shares.","entity":"CBIZ, Inc.","targetDate":"Next 12-18 months","confidence":"medium"}
Frequently Asked Questions
What are the latest SEC filings for Cbiz, Inc. (CBZ)?
Cbiz, Inc. has 44 recent SEC filings from Jan 2024 to Apr 2026, including 19 8-K, 7 10-Q, 7 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CBZ filings?
Across 44 filings, the sentiment breakdown is: 4 bullish, 40 neutral. The dominant sentiment is neutral.
Where can I find Cbiz, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Cbiz, Inc. (CBZ) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Cbiz, Inc.?
Key financial highlights from Cbiz, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CBZ?
The investment thesis for CBZ includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Cbiz, Inc.?
Executive information for Cbiz, Inc. is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Cbiz, Inc. stock?
Of CBZ's 37 assessed filings, 0 were flagged high-risk, 8 medium-risk, and 29 low-risk.
What are recent predictions and forward guidance from Cbiz, Inc.?
Recent forward-looking statements from Cbiz, Inc. include guidance on {"claim":"CBIZ Inc. stock may experience increased investor confidence due to Vanguard's significant stake.","entity":"C and 4 other predictions.