Welcome to our dedicated page for Cbiz SEC filings (Ticker: CBZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CBIZ, Inc. (NYSE: CBZ) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information about its operations as a national professional services advisor to middle-market businesses. These SEC filings include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with any proxy statements and other disclosures required for a New York Stock Exchange–listed company.
Current reports on Form 8-K for CBIZ document material events such as quarterly financial results, amendments to bylaws, and changes in senior leadership roles. For example, recent 8-K filings have covered second- and third-quarter financial results, updates to the company’s Amended and Restated Bylaws, and leadership transitions within the Financial Services practice. These filings often reference non-GAAP measures such as Adjusted Net Income, Adjusted Diluted Earnings Per Share, and Adjusted EBITDA, with reconciliations to GAAP measures provided in the accompanying materials.
On this SEC filings page for CBZ, users can review these documents in one place and see how CBIZ reports on its financial condition, governance structure, and significant corporate actions. Investors interested in topics such as revenue trends, segment performance, capital structure, bylaw changes, and executive roles can use the filings as primary source material.
Stock Titan enhances access to CBIZ filings by pairing real-time updates from the SEC’s EDGAR system with AI-powered summaries. These summaries are designed to highlight key points from lengthy forms, helping readers quickly identify items such as quarterly earnings details in 10-Qs, annual disclosures in 10-Ks, and material developments reported on 8-Ks. Users can also monitor filings that may relate to insider activity and compensation through the appropriate SEC forms, using the platform’s tools to better understand the regulatory record behind the CBZ stock.
CBIZ Inc. Schedule 13G/A reports that FMR LLC beneficially owns 7,511,042.95 shares of CBIZ common stock, representing 15.0% of the class as of 03/31/2026. The filing shows sole voting and dispositive power figures and notes holdings on behalf of others.
CBIZ, Inc. reported first-quarter 2026 revenue of $848.6 million, up 1.3% from a year earlier, as modest growth in Financial Services offset lower Benefits and Insurance revenue. Same-unit revenue rose 1.0%, with advisory and core accounting services driving most of the increase.
Net income climbed to $161.6 million, or $2.63 per diluted share, compared with $122.8 million and $1.91 per share in 2025. Results were boosted by a $57.955 million gain from acquisition-related adjustments tied to the Marcum transaction, while underlying operating margins softened as integration, technology, and facility costs increased.
CBIZ ended the quarter with $4.63 billion in total assets and $1.55 billion of debt outstanding under its 2024 Credit Facilities. Operating activities used $25.5 million of cash, reflecting normal first-quarter seasonality. The company repurchased roughly 1.1 million shares for about $31.6 million and highlighted that two reporting units now have relatively limited goodwill headroom after a quantitative impairment review.
CBIZ, Inc. reported solid first-quarter 2026 results, with revenue of $848.6 million, up 1.3% year over year. Net income rose to $161.6 million and GAAP diluted EPS increased to $2.63, driven in part by a $58 million gain from acquisition-related adjustments.
Adjusted EBITDA was $244.3 million and adjusted diluted EPS grew to $2.50. Operating and free cash flow both improved sharply, and CBIZ repurchased about 2 million shares for roughly $63 million through the end of April while reducing net leverage by 0.5x year over year.
For 2026, CBIZ reaffirmed its revenue outlook of approximately $2.8 billion to $2.9 billion, but raised its adjusted EBITDA target to $465–$475 million and its adjusted diluted EPS outlook to $4.00–$4.10, while maintaining expected free cash flow of $270–$290 million.
CBIZ, Inc. is calling shareholders to its Annual Meeting on May 14, 2026, at its Independence, Ohio headquarters. Investors will vote on electing two directors for terms expiring in 2029, ratifying KPMG LLP as independent auditor for 2026, and approving a non-binding advisory resolution on named executive officer compensation.
The proxy describes a classified nine-member board, director independence, committee structures, and an enterprise risk management program. It details a pay-for-performance philosophy, with executives’ 2025 incentives tied mainly to pre-tax income and total growth in revenue, plus long-term equity awards using restricted stock units and performance share units.
The Vanguard Group filed Amendment No. 4 to a Schedule 13G/A reporting 0 shares of CBIZ Inc. common stock, equal to 0% ownership. The filing states Vanguard disaggregated certain subsidiaries "in accordance with SEC Release No. 34-39538 (January 12, 1998)," which resulted in separate reporting and no beneficial ownership remaining under The Vanguard Group for these shares. The form is signed by Ashley Grim, Head of Global Fund Administration on 03/26/2026.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia reported a routine tax-related share disposition. On the reported date, 1,647 shares of common stock were withheld at $26.49 per share to cover taxes on vesting restricted stock units granted on March 17, 2025. After this withholding, Lakhia directly holds 146,832.9545 shares of CBIZ common stock, indicating this was a compensation-driven event rather than an open-market sale.
CBIZ, Inc. Senior Vice President & CFO Brad S. Lakhia bought 12,775 shares of common stock in an open-market purchase at an average price of $25.9663 per share. After this transaction, he directly holds 148,479.9545 shares. This total includes 1,154.9545 shares acquired through the company’s 2007 Employee Stock Purchase Plan.
CBIZ, Inc. CEO & President Jerome P. Grisko reported several bona fide gifts of Common Stock for estate planning purposes. On 2026-03-13, he transferred a total of 154,380 shares, all at a stated price of $0.00 per share, which reflects non-cash gifts rather than market sales.
The gifts include transfers from both direct holdings and indirect holdings through trusts and SLATs. After these transfers, he continues to own CBIZ shares directly and indirectly, including 127,652.3372 shares held directly and additional positions held by various trust and SLAT entities.
CBIZ, Inc. director Rodney A. Young bought 1,000 shares of Common Stock in an open-market purchase. He paid $26.055 per share on the transaction date. After this purchase, he directly owns a total of 9,310 CBIZ shares.