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CBIZ, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 17 Mar 2026.
CBIZ, Inc.: what insiders have been doing
This page follows insider dealings at CBIZ, Inc. as filed with SEC (Form 4), a company from the Business Services sector. In the past year (18 October 2025 to 18 October 2026), 26 filings came from 7 insiders.
Open-market activity splits into 3 purchases totalling €397k and 2 sales totalling €762k; 2 insiders sit on the buying side and 1 insider on the selling side. The net balance comes to €365k on the selling side. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. On the buying side, the filings list 1 finance chief and 1 senior executive among the declarants. The largest single trade was a sale of €408k by Wiley Benaree Pratt, published on 11 March 2026.
In all, 2 purchases were made within 30 days of a purchase by another insider of the company. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The clock since the last published purchase (17 March 2026) now reads 215 days. Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4.
Across the 5,813 companies tracked on its exchange, the median is 19 filings; at 26 filings, this issuer sits above that mark. Over the whole record (from 2016), the tally stands at 10 purchases and 22 sales. The 10-K/A for the year ended 31 December 2025 shows 2.76 bn USD of revenue and 115.4 m USD of net income.
Other companies in the same sector with recent insider buying flagged by our signals: Coursera, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
190
Thresholds
n/a
Buy Volume
€824,351
10 ops. · all time
Sell Volume
€6M
22 ops. · all time
Who traded when
BuySaleRodney A. Young4 buys
Benaree Pratt Wiley3 sales
Brad S. Lakhia3 buys
Ware H. Grove2 sales
Since the insiders bought
- +29.2%Entry US$26.38 · Close at T+90 US$34.08
- +29.2%Entry US$26.38 · Close at T+90 US$34.08
- +22.6%Entry US$39.65 · Close at T+365 US$48.63
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,979 of 24,148 companies
44.1
score / 100
Value56
Quality32
FCF yld5.8%
Earn yld3.8%
EV/EBITDA13.2x
ROE6.5%
Gross mgn13%
Net mgn4.2%
Debt/EBITDA5.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$54.73
Analyst consensus
2 analysts3.00/5
US$55.00Target US$55.00(+0%)US$55.00
Income statement
RevenueUS$2.8B
Gross profitUS$355.4M13% margin
EBITDAUS$366.3M13% margin
Net incomeUS$115.4M4.4% margin
Valuation
PER (trailing)26.3x
PER (forward)12.9x
P/Book1.6x
Beta0.92
Balance sheet & cash
Market capUS$3B
Total debtUS$1.8B
Free Cash FlowUS$175.5M
Debt / Equity102%
Profitability & ownership
ROE6.5%
ROA3.9%
% insiders4.9%
% institutions93.8%
Last declaration on 21 September 2026
Declarations190 total
5,813 shares@ US$54.600.010% mcap35.7% of flowCommon StockSEC:0000944148-26-000101:0
50,000 shares@ US$24.620.040% mcap50.0% of flowCommon StockSEC:0000944148-26-000099:0
22,354 shares@ US$55.070.040% mcap50.0% of flowCommon StockSEC:0000944148-26-000099:1
1,647 shares@ US$26.494.9% of flowCommon StockSEC:0000944148-26-000063:0
12,775 shares@ US$25.966337.1% of flowCommon StockSEC:0000944148-26-000061:0
Canonical exit: 11 Jun 2026 (T+90)
1,000 shares@ US$26.0558.2% of flowCommon StockSEC:0000944148-26-000057:0
Canonical exit: 11 Jun 2026 (T+90)
33,166 shares0Common StockSEC:0000944148-26-000059:0
17,956 shares@ US$26.39321.3% of flowCommon StockSEC:0000944148-26-000055:0
21,760 shares0Common StockSEC:0000944148-26-000051:0
65,941 shares0Common StockSEC:0000944148-26-000049:0
85,709 shares0Common StockSEC:0000944148-26-000047:0
3,462 shares0Common StockSEC:0000944148-26-000053:0
183 shares@ US$27.8422.8% of flowCommon StockSEC:0000944148-26-000027:0
1,059 shares@ US$27.841.4% of flowCommon StockSEC:0000944148-26-000026:0
4,510 shares@ US$27.843.0% of flowCommon StockSEC:0000944148-26-000025:0
10,623 shares0Common StockSEC:0000944148-26-000018:0
2,065 shares0Common StockSEC:0000944148-26-000016:0
32,899 shares0Common StockSEC:0000944148-26-000015:0
1,116 shares@ US$34.291.8% of flowCommon StockSEC:0000944148-26-000010:0
204 shares@ US$34.2931.4% of flowCommon StockSEC:0000944148-26-000012:0
3,469 shares@ US$34.292.8% of flowCommon StockSEC:0000944148-26-000008:0
266 shares@ US$38.2745.8% of flowCommon StockSEC:0000944148-26-000006:0
3,053 sharesCommon StockSEC:0000944148-26-000004:0
9,454 sharesCommon StockSEC:0000944148-26-000002:0
8,288 shares@ US$49.54318.4% of flowCommon StockSEC:0000944148-25-000033:0
25 of 190 declarations
About CBIZ, Inc.
CBIZ, Inc. is a U.S.-listed professional services group traded on the NYSE under the ticker CBZ in the United States, with a business model focused primarily on serving middle-market companies nationwide. Founded in 1996 and headquartered in Cleveland, Ohio, CBIZ has developed into a diversified services platform rather than a single-line advisory firm. Its strategy combines recurring client relationships, cross-selling across multiple service lines, and selective acquisitions to expand scale and deepen its market reach.
CBIZ’s core business is organized into three main operating areas. Financial Services covers accounting, tax, advisory, valuation, consulting, and certain IT-related services. Benefits and Insurance Services includes employee benefits support, insurance brokerage, and related advisory offerings. National Practices adds more specialized capabilities, including managed networking and hardware services, alongside technology-oriented consulting. This mix gives CBIZ a broad service profile and helps diversify revenue streams across advisory, compliance, insurance, and technology-enabled solutions.
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From a market-positioning perspective, CBIZ competes as a national platform with local execution. That combination is important in a highly fragmented U.S. professional services market, where clients often want both depth of expertise and proximity. CBIZ emphasizes integrated solutions, industry specialization, and a one-stop relationship model for middle-market customers. The company also highlights its ability to provide insights across accounting, tax, benefits, insurance, and technology, which can support retention and cross-selling.
A major recent milestone was the completion of the Marcum transaction on November 1, 2024, described by CBIZ as the largest acquisition in its history. Marcum’s non-attest business was folded into CBIZ, materially expanding the firm’s scale and capabilities. In 2025, management said integration was nearly complete and that the company had standardized tools, processes, workflows, and office platforms. CBIZ also pointed to new industry groups and a stronger national brand campaign as part of its next phase of growth.
Operationally, CBIZ said it had more than 9,500 team members across 23 major markets coast to coast, underscoring the breadth of its U.S. footprint. For investors, the company’s appeal lies in its national reach, diversified fee-based revenue, and ability to benefit from consolidation in professional services. Recent company updates also referenced growth priorities such as talent attraction and retention, sector specialization, offshoring, and AI-driven efficiency initiatives.
In its most recent results release, CBIZ reported strong 2025 annual revenue growth, largely driven by the Marcum acquisition, and management guided to continued growth in 2026. For French, Belgian, and Swiss investors, CBIZ is best viewed as a U.S. services company with a scalable platform, recurring client relationships, and an acquisition-led growth profile on the NYSE in the United States.
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