XNYS • Financial Services

CBIZ, Inc. (CBZ)

SERVICES-BUSINESS SERVICES, NEC · 5959 ROCKSIDE WOODS BLVD N., SUITE 600, INDEPENDENCE, OH, 44131

XNYSstockActive listing
54.78
+0.00 (+0.00%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close54.78
Open54.81
Day range54.78 – 54.88
52-week range24.29 – 56.41
Volume1,264,000
Market cap3.01B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$58$49$40$32$23Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

CBIZ, Inc. (CBZ): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for CBIZ, Inc. (CBZ) is 54.78, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

CBIZ Inc through its subsidiaries provides professional services advisors to middle-market businesses and organizations nationwide. Its business units have been aggregated into three practice groups: Financial Services, Benefits and Insurance Services, and National Practices. The company provides its services to various industries such as Banking & Financial Services, Commercial Real Estate, Construction, Health Care Manufacturing & Distribution NFP & Education, Private Client Services, Professional Services, Public Sector, and Technology & Life Sciences. It derives the maximum of its revenues from the Financial Services segment and geographically from the United States. Stored fundamentals include 11 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (54.73, 54.68, and 40.05). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H54.78+0.00%neutral80
7D54.78+0.01%neutral80
30D54.79+0.02%neutral80
90D54.80+0.04%neutral80

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202755.4955.3955.591.35%67long-term-neutral
203059.6858.3261.072.18%66long-term-positive
203571.6065.5178.193.03%65long-term-positive
204088.3774.65104.403.48%62long-term-positive
2050135.5897.31188.063.85%58long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Cash & equivalents20.9MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets4.57BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities2.71BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity1.87BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets1BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities683.85MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow147.74MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure8.74MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow139MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Market cap3.01BMarket value of outstanding shares, not the same as enterprise value.
52-week high56.41Highest stored price over the rolling year; not a fair-value estimate.
52-week low24.29Lowest stored price over the rolling year; not a support guarantee.
Average volume1,264,000Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)70.04Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2054.73Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5054.68Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10046.83Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20040.05Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2054.70Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5052.92Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20047.20Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.21Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal0.29Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.08Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper54.84Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle54.73Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower54.63Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic85.42Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal57.638825310600964Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-14.58Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI153.6Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI41.48Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+0.27%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV8.38MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum0.25Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+0.83%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.1Average true range estimates recent price movement size, not direction.
ADX31.99Measures trend strength, not whether the trend is bullish or bearish.
Support level54.63Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level54.89Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendbullishInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————20.9M4.57B2.71B01.87B———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————122.56M11.74M110.83M3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————147.74M8.74M139M3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————28.72M4.63B2.74B01.89B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————-25.52M3M-28.52M3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————18.29M4.41B2.65B01.76B———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————192.49M16.96M175.53M3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————143.64M1.92M141.72M3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————16.97M4.55B2.67B01.87B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————48.85M15.04M33.81M3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————39.82M4.54B2.65B01.89B———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————113.15M7.95M105.2M3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————24.88M13.13M11.76M3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————8.85M4.59B2.67B01.91B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————-88.27M5.18M-93.44M3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————13.83M4.47B2.69B01.78B———3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————55.52M3.26M52.26M3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————123.69M12.91M110.78M3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————1.08M2.13B1.21B0927.92M———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————68.17M9.65M58.52M3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————1.13M2.16B1.27B0891.43M———3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————88.16M1.85M86.31M3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————24.44M6.97M17.47M3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————1.4M2.2B1.33B0867.09M———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————-63.72M5.12M-68.84M3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————8.09M2.05B1.25B0791.62M———3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————96.25M4.02M92.24M3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————153.51M23.05M130.46M3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————1.42M2.08B1.27B0810.59M———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————27.53M7.31M20.22M3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————3.69M2.09B1.31B0776.04M———3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————74.24M8.13M66.11M3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————29.73M11.73M18M3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————2.27M2.04B1.27B0771.93M———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————-44.51M3.6M-48.11M3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————4.7M1.88B1.17B0713.45M———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————126.13M8.64M117.49M3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————66.07M2.61M63.46M3spread
Sep 30, 2022balance sheetFY-2022-Q3quarterly———————2.04M1.9B1.13B0774.13M———3spread
Sep 30, 2022cash flowFY-2022-Q3quarterly————————————31.55M2.39M29.16M3spread
Jun 30, 2022balance sheetFY-2022-Q2quarterly———————3.88M1.97B1.21B0764.52M———3spread
Jun 30, 2022cash flowFY-2022-Q2quarterly————————————79.4M2.81M76.59M3spread
Jun 30, 2022cash flowFY-2022-Q2annual————————————28.51M3.64M24.87M3spread
Mar 31, 2022balance sheetFY-2022-Q1quarterly———————558K1.94B1.18B0759.85M———3spread
Mar 31, 2022cash flowFY-2022-Q1quarterly————————————-50.89M833K-51.72M3spread
Dec 31, 2021balance sheetFY-2021-Q4quarterly———————2M1.63B923.84M0704.55M———3spread
Dec 31, 2021cash flowFY-2021-Q4quarterly————————————50.21M2.53M47.68M3spread
Dec 31, 2021cash flowFY-2021-Q4annual————————————131.15M8.98M122.17M3spread
Sep 30, 2021balance sheetFY-2021-Q3quarterly———————2.75M1.71B992.66M0720.65M———3spread
Sep 30, 2021cash flowFY-2021-Q3quarterly————————————80.95M6.45M74.5M3spread
Jun 30, 2021balance sheetFY-2021-Q2quarterly———————4.68M1.66B944.92M0712.33M———3spread
Jun 30, 2021cash flowFY-2021-Q2quarterly————————————81.12M2.11M79.01M3spread
Jun 30, 2021cash flowFY-2021-Q2annual————————————66.29M3.26M63.04M3spread
Mar 31, 2021balance sheetFY-2021-Q1quarterly———————6.78M1.55B824.78M0727.78M———3spread
Mar 31, 2021cash flowFY-2021-Q1quarterly————————————-14.83M1.15M-15.97M3spread
Dec 31, 2020balance sheetFY-2020-Q4quarterly———————4.65M1.51B811.94M0702.62M———3spread
Dec 31, 2020cash flowFY-2020-Q4quarterly————————————65.05M2.09M62.96M3spread
Dec 31, 2020cash flowFY-2020-Q4annual————————————146.85M11.58M135.27M3spread
Sep 30, 2020cash flowFY-2020-Q3quarterly————————————81.8M9.49M72.31M3spread
Jun 30, 2020cash flowFY-2020-Q2annual————————————55.52M5.31M50.22M3spread

Financial metric history

No verified records available for this section yet.

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 4, 2026Q20.31—682.21M—
Feb 26, 2026FY1.83—2.76B—
Oct 30, 2025Q30.48—693.82M—
Jul 31, 2025Q20.66—683.5M—
Apr 25, 2025Q11.91—838.01M—
Feb 28, 2025FY0.78—1.81B—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

Enterprise value2.99B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

Zacks Investment ResearchOct 19, 2026

CBIZ (CBZ) Lags Q3 Earnings and Revenue Estimates

CBIZ reported quarterly earnings of $1.21 per share, missing the consensus estimate of $1.28, representing a -5.47% earnings surprise. Revenue also fell short at $702.24 million versus the estimated amount. Despite the miss, the company maintains a Zacks Rank #2 (Buy) rating due…

neutral
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+0.99%
Beta-0.29
ATR0.08
Maximum drawdown-55.74%
Sharpe ratio0.19
Sortino ratio0.2
Debt / equity0
Current ratio1.47
1-day return+0.04%
5-day return+0.11%
1-month return-0.18%
3-month return+54.84%
6-month return+93.60%
YTD return+8.52%
1-year return-2.37%
All-time return-14.35%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026AQR CAPITAL MANAGEMENT LLC1167557701,89422.52M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026US BANCORP \DE\361042,04665.64K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Forum Private Client Group LLC19106368,219263.68K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Schneider Downs Wealth Management Advisors, LP166535923,315747.95K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026True Wealth Design, LLC19660331143.66K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026PRELUDE CAPITAL MANAGEMENT, LLC1387508157,8945.07M———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026Roundview Capital LLC147680434,5771.11M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Summit Creek Advisors LLC1333709123,5513.96M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Lighthouse Investment Partners, LLC16003448,059258.53K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026FIFTH THIRD BANCORP355276,332203.13K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Zurcher Kantonalbank (Zurich Cantonalbank)136816311,276361.73K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026JPMORGAN CHASE & CO1961722,983814.65K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Fenimore Asset Management Inc884566681,62821.87M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026DekaBank Deutsche Girozentrale14562283,040Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD FIDUCIARY TRUST CO933478322,05910.33M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Caitong International Asset Management Co., Ltd196335511353———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026HHM Wealth Advisors, LLC17500867,000224.56K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JPL Wealth Management, LLC2010710541.73K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026ProShare Advisors LLC13579556,444206.72K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Callan Family Office, LLC193897018,553595.18K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026BANK OF MONTREAL /CAN/9279713,451,084110.71M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC884546665,87021.36M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Clearline Capital LP1600136174,3455.59M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026TRUST CO OF VERMONT11340081,65052.93K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Jump Financial, LLC183157713,400429.87K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026 NEUBERGER BERMAN GROUP LLC14651096,412205.7K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026FMR LLC3150665,316,500170.55M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026FEDERATED HERMES, INC.1056288100,0993.21M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Allworth Financial LP15551702,56882.38K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Creative Planning1540235187,6856.02M———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026EVERGREEN CAPITAL MANAGEMENT LLC126082410,012321.19K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026CITIGROUP INC83100124,163775.15K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026CANADA LIFE ASSURANCE Co10461925,820Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Bridge City Capital, LLC171352163,7922.05M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Chicago Wealth Management, Inc.159217814,000449.12K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SEI INVESTMENTS CO35089419,248617.48K———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026Police & Firemen's Retirement System of New Jersey204068614,529466.09K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Vanguard Global Advisers, LLC181124226,286843.26K———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/1093806,225199.7K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TEACHER RETIREMENT SYSTEM OF TEXAS7968488,613276.31K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SUSQUEHANNA INTERNATIONAL GROUP, LLP144619483,2002.67M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026P2 Capital Partners, LLC14063131,136,97436.47M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Helium Advisors LLC205665314,300458.74K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026HighTower Advisors, LLC146224530,581981.03K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Smartleaf Asset Management LLC201039372623.47K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1164833350,50011.24M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Bank of New York Mellon Corp139077727,683888.07K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Integrated Wealth Concepts LLC17371092,15169.01K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HSBC HOLDINGS PLC87363041,4601.34M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Montgomery Financial Services LLC21498441,49247.86K———SEC_13F_DATASET
No verified records available for this section yet.
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Sep 17, 2026Sep 21, 2026Lakhia Brad S.Senior Vice President & CFOTax WithholdingF5,81354.60317.39K141,020Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 19, 2026—8-K8-KOct 19, 20260001193125-26-424639View filing
Sep 21, 2026—4PRIMARY DOCUMENTSep 17, 20260000944148-26-000101View filing
Aug 5, 2026—4PRIMARY DOCUMENTAug 4, 20260000944148-26-000099View filing
Aug 4, 2026—DEFA14ADEFA14A—0001193125-26-333130View filing
Aug 4, 2026—10-Q10-QJun 30, 20260000944148-26-000096View filing
Jul 31, 2026—DEFA14ADEFA14A—0001193125-26-326675View filing
Jul 30, 2026—DEFA14ADEFA14A—0001193125-26-324451View filing
Jul 29, 2026—DEFA14ADEFA14A—0001193125-26-324268View filing
Jul 29, 2026—8-K8-KJul 29, 20260001193125-26-322246View filing
Jul 29, 2026—8-K8-KJul 28, 20260001193125-26-322239View filing
Jul 29, 2026—8-K8-KJul 28, 20260001193125-26-322225View filing
Jul 29, 2026—DEFA14ADEFA14A—0001193125-26-322277View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000086View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000084View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000082View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000080View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000078View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000076View filing
May 19, 2026—4PRIMARY DOCUMENTMay 15, 20260000944148-26-000074View filing
May 15, 2026—8-K8-KMay 14, 20260000944148-26-000072View filing
Apr 30, 2026—10-Q10-QMar 31, 20260000944148-26-000069View filing
Apr 29, 2026—8-K8-KApr 29, 20260000944148-26-000067View filing
Apr 2, 2026—DEF 14ADEF 14AMay 14, 20260001193125-26-140188View filing
Apr 2, 2026—DEFA14ADEFA14A—0001193125-26-140222View filing
Mar 19, 2026—4PRIMARY DOCUMENTMar 17, 20260000944148-26-000063View filing
Mar 17, 2026—4PRIMARY DOCUMENTMar 13, 20260000944148-26-000059View filing
Mar 17, 2026—4PRIMARY DOCUMENTMar 13, 20260000944148-26-000057View filing
Mar 17, 2026—4PRIMARY DOCUMENTMar 13, 20260000944148-26-000061View filing
Mar 11, 2026—4PRIMARY DOCUMENTMar 10, 20260000944148-26-000055View filing
Mar 10, 2026—4PRIMARY DOCUMENTMar 6, 20260000944148-26-000047View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Free cash flow: $139003000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262instantcommon_stock1,467,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcustomer_deposits_and_advances135,308,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantshort_term_borrowings83,975,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttreasury_stock-1,148,632,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydivestitures0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfair_value_adjustments-1,773,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_financing_activities-29,553,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_investing_activities517,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_operating_activities176,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprovision_for_credit_losses1,707,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyrepurchases_of_stock-38,509,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable115,513,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable_and_accrued_expenses155,525,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net711,919,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccumulated_other_comprehensive_income699,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyacquisitions_net_of_cash-10,494,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantadditional_paid_in_capital1,831,241,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyamortization_of_debt_costs1,337,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-8,739,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcash_and_equivalents20,901,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period177,078,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period160,542,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accounts_payable28,771,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accrued_compensation35,286,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_income_taxes-30,445,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_assets-11,241,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_liabilities21,755,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables55,815,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_assets1,004,199,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_liabilities683,845,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_compensation_obligations201,964,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_compensation_plan_assets202,044,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydeferred_income_taxes5,086,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_tax_liabilities44,566,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization23,384,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantgoodwill2,846,962,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantincome_taxes_payable32,771,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantlease_liability_current59,135,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantlease_liability_noncurrent387,417,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantlong_term_debt1,375,734,000USDUSDYes3Spread
No verified records available for this section yet.
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik944148stocks.cik
tickerCBZstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is CBZ stock's current price?

The latest stored quote for CBZ is 54.78. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the CBZ stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the CBZ stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the CBZ stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on CBZ?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the CBZ stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is CBZ stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is CBZ's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is CBZ's 52-week high and low?

The stored 52-week range is 24.29 to 56.41. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does CBZ pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is CBZ's next earnings report?

The latest SEC filing/observation date in this database is Aug 4, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has CBZ stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is CBZ stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “bullish”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in CBZ?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find CBZ's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed CBZ price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer