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CBIZ, Inc.

NYSE:CBZ Voorraadrapport

Marktkapitalisatie: US$2.9b

  • Bedrijfsoverzicht
    • Waardering
    • Toekomstige groei
    • Prestaties in het verleden
    • Financiële gezondheid
    • Dividend
  • Beheer
  • Eigendom
  • Andere informatie
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CBIZ Beheer

Beheer criteriumcontroles 3/4

De CEO CBIZ is Jerry Grisko, benoemd in Feb2000, heeft een ambtstermijn van 26.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.06M, bestaande uit 14.1% salaris en 85.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.96% van de aandelen van het bedrijf, ter waarde $ 56.24M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.4 jaar en 8.5 jaar.

Belangrijke informatie

Jerry Grisko

Algemeen directeur

US$7.1m

Totale compensatie

Percentage CEO-salaris14.07%
Dienstverband CEO26.6yrs
Eigendom CEO2.0%
Management gemiddelde ambtstermijn4.4yrs
Gemiddelde ambtstermijn bestuur8.5yrs

Recente managementupdates

Recent updates

User avatar
Narratiefupdate • Sep 08

CBZ: Middle Market Recurring Revenue And Merger Terms Will Shape Future Upside

Analysts have raised their CBIZ price target from $45 to $55, citing the company's broader middle market reach, expanded service offering, and high levels of recurring revenue as key factors supporting the revised view. What’s in the News for CBIZ Grant Thornton Advisors LLC agreed on July 28, 2026, to acquire CBIZ in an all cash transaction valued at approximately US$3.1b for equity and an enterprise value of US$5b.
User avatar
Narratiefupdate • Aug 25

CBZ: Middle Market Scale And Recurring Services Will Face Premium Deal Risk

Analysts have raised their fair value estimate for CBIZ to $45 from $42, citing updated assumptions for revenue growth, profit margins and P/E, along with recent Street research highlighting the company’s broader service offering, larger scale and high levels of recurring revenue. What’s in the News for CBIZ Grant Thornton Advisors LLC agreed on July 28, 2026 to acquire CBIZ, Inc.
User avatar
Narratiefupdate • Aug 11

CBZ: Buyout Premium And Recurring Revenue Will Shape Balanced Return Outlook

Analysts raised their price expectations for CBIZ, with the fair value estimate increasing from about $41 to roughly $51.67, citing its broad middle market footprint, expanded service offering, and scale advantages that support deeper client penetration and recurring revenue. What’s in the News for CBIZ Grant Thornton Advisors agreed to acquire CBIZ in an all cash deal that values the company at an enterprise value of about $5b, with shareholders offered US$55 per share, which is described as a 54% premium to the 30 day volume weighted average share price.
Seeking Alpha • Aug 04

Sell CBIZ Before Its Takeover To Avoid Opportunity Costs

Summary CBIZ, Inc. (CBZ) is set to be acquired by Grant Thornton Advisers for $55.00 per share, an 18% premium to the pre-offer price. The firm's Q2-2026 report showed declining profitability due to acquisition costs and higher debt, reinforcing limited upside as a standalone entity. With the deal expected to close in Q4 and strong market confidence, I rate CBZ a Sell, recommending shareholders exit early to capture the premium. A consolidation wave is emerging in the professional services sector, driven by mid-market client demands for scale and breadth of services. Read the full article on Seeking Alpha
User avatar
Narratiefupdate • Jul 28

CBZ: Middle Market Scale And Recurring Services Will Test Fair Value

Analysts have raised their CBIZ fair value estimate from $37 to $42, citing new coverage with an Outperform rating, higher price targets from several firms, and confidence in the company’s middle market focus, broad service offering, scale advantages, and recurring revenue base. Analyst Commentary on CBIZ Recent commentary on CBIZ centers on its position in the professional services middle market and how that supports the latest fair value estimates.
User avatar
Narratiefupdate • Jul 14

CBZ: Future Scale And Recurring Revenue Will Test Fair Value Reset

The analyst price target for CBIZ has shifted to $37 from $60, with analysts citing the company’s scale, broad professional services offering, and recurring revenue profile as key pillars of their updated view. Analyst Commentary Recent Street research on CBIZ reflects a mix of optimism about the company’s business model and services, alongside a more cautious tone that is now showing up in lower price targets and more conservative assumptions.
User avatar
Narratiefupdate • Jun 30

CBZ: Middle Market Recurring Revenue Engine Will Support Future Value Repricing

CBIZ's updated analyst price target has shifted from $60 to $45, reflecting a recalibration that aligns with recent research. This research emphasizes the company's broad middle market footprint, diversified professional services offering, and high levels of recurring revenue as key supports for the valuation.
User avatar
Narratiefupdate • Jun 16

CBZ: Buybacks And Mixed Coverage Will Support Future Stock Upside

CBIZ's analyst price target has been revised to $41.00, reflecting updated views from analysts who cite recent coverage initiations and incremental target increases from firms such as Stephens, Deutsche Bank, and BMO Capital Capital as support for this valuation. Analyst Commentary Recent research updates on CBIZ reflect a mix of optimism and caution as analysts adjust their views and set price targets that align with their expectations around execution and valuation.
User avatar
Narratiefupdate • Jun 02

CBZ: Lower P/E Assumptions Will Support Upside From Repurchases And Mixed Coverage

CBIZ's updated analyst price target shifts from $43.25 to $41.00. This change reflects analysts' use of a slightly higher discount rate, a lower assumed future P/E multiple of about 12.2x instead of 15.3x, and a modestly higher profit margin assumption.
User avatar
Narratiefupdate • May 01

CBZ: Higher Future P/E Assumptions Will Support Upside From Mixed Coverage

Analysts have lifted the CBIZ price target from $41 to $43.25, citing updated assumptions on discount rates, profit margins and a higher future P/E multiple, supported by recent mixed but generally constructive research coverage including a $2 price target increase and fresh initiations from multiple firms. Analyst Commentary Recent research on CBIZ reflects a mix of cautious and constructive views, with changes to price targets and new coverage shaping how analysts think about the balance between valuation and execution risk.
User avatar
Narratiefupdate • Apr 16

CBZ: Future Execution And Buybacks Will Support Upside From Mixed Coverage

Analysts have trimmed their average price target on CBIZ to about $41, down from roughly $44, reflecting updated P/E assumptions, a mix of neutral and bullish new coverage, and a lower $40 target introduced earlier by one firm. Analyst Commentary Recent research on CBIZ points to a mix of optimism around the business model and caution around valuation assumptions, which is reflected in the reset of price targets toward the low US$40 range.
User avatar
Narratiefupdate • Apr 01

CBZ: Future Execution And Share Repurchases Will Support Upside From Cautious Expectations

Analysts have reduced the CBIZ fair value estimate from $50.00 to approximately $44.33, citing changes to the discount rate, revenue growth, profit margin, and future P/E assumptions that incorporate a mix of recent cautious and bullish research views on the stock. Analyst Commentary Recent research on CBIZ reflects a split view, with some bullish analysts focusing on longer term opportunity and others more cautious after a reset in expectations and price targets.
User avatar
Narratiefupdate • Mar 18

CBZ: Forward Execution And Buybacks Will Support Upside From Fairly Priced Levels

Analysts have trimmed their 12 month price target on CBIZ to $40 from $60. They say this reflects what they describe as fair valuation following prior stock underperformance linked to execution challenges, macro hiccups and elevated expectations after the Marcum deal.
User avatar
Narratiefupdate • Mar 03

CBZ: Forward Execution And Buybacks Will Support A Cleaner Post Marcum Outlook

Analysts have cut their CBIZ fair value estimate from $67.50 to $50.00 and lowered the assumed future P/E from 22.21x to 12.07x, reflecting recent price target reductions to $40 from $60 and a view that the current valuation is now closer to fair given execution issues and macro-related hiccups. Analyst Commentary Recent research points to a more cautious stance on CBIZ, with price targets adjusted to reflect what is viewed as a fairer valuation given execution challenges and macro-related hiccups.
User avatar
Nieuw narratief • Feb 28

Middle Market Outsourcing And AI Adoption Will Strengthen Margins And Earnings Quality

Catalysts About CBIZ CBIZ is a middle market focused professional services firm providing accounting, tax, advisory, benefits and insurance solutions to business clients. What are the underlying business or industry changes driving this perspective?
User avatar
Narratiefupdate • Feb 17

CBZ: Fairly Priced Outlook Will Rely On Cleaner Post Marcum Execution

Analysts have updated their price target narrative for CBIZ to $67.50, keeping it above Deutsche Bank's new $60 Hold target. They cite recent execution issues, macro hiccups and what they see as a fair current valuation, while still modeling unchanged long term assumptions on revenue growth, profit margin and future P/E, offset by a slightly higher discount rate.
User avatar
Narratiefupdate • Feb 03

CBZ: Fairly Priced Shares Will Depend On Cleaner Post Marcum Execution

The analyst price target for CBIZ has been reduced from US$81.00 to US$67.50, reflecting analysts' view that the recent valuation appears fair in light of updated assumptions for the discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research coverage frames CBIZ as fairly valued, with a Hold rating and a US$60 price target, suggesting that current pricing is broadly aligned with updated expectations on growth, margins, and the appropriate P/E multiple.
User avatar
Narratiefupdate • Jan 20

CBZ: Fairly Priced Shares Will Rely On Cleaner Post Marcum Execution

Narrative Update on CBIZ Analysts have trimmed their fair value estimate for CBIZ from US$91.50 to US$81.00. This reflects updated assumptions for revenue growth, profit margins and future P/E forecasts, following recent research that characterizes the current valuation as fair, with a Hold stance and a US$60 price target.
Analyse-artikel • Jan 08

Investors Interested In CBIZ, Inc.'s (NYSE:CBZ) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
User avatar
Narratiefupdate • Jan 06

CBZ: Share Repurchases And New Audit Mandates Will Support Future Upside

Analysts have kept their price target on CBIZ steady at US$91.50, citing only marginal tweaks to their discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially change their overall view. What's in the News At its annual meeting on November 5, 2025, Applied Digital Corporation ratified the appointment of CBIZ CPAs P.C. as its independent registered public accounting firm for the fiscal year ending May 31, 2026 (company filing).
User avatar
Narratiefupdate • Dec 15

CBZ: Share Repurchases Will Drive Future Upside Despite Modest Assumption Changes

Analysts have modestly raised their price target on CBIZ by fine tuning assumptions around a slightly lower discount rate and marginally improved long term valuation multiples, resulting in a revised fair value estimate of 91.50 dollars per share. What's in the News CBIZ launched Vertical Vector AI, a middle market focused AI platform that integrates with clients’ existing Microsoft Azure based infrastructure to optimize workflows and accelerate decision making while keeping data under organizational control (company announcement).
User avatar
Narratiefupdate • Nov 28

CBZ: Share Repurchases And Modernized Bylaws Will Support Future Upside

Analysts have lowered their price target for CBIZ, adjusting it from $91.50 to $91.50. This change is attributed to slightly higher discount rates and a more conservative outlook on future earnings multiples.
User avatar
Narratiefupdate • Nov 14

CBZ: Improving Revenue Outlook Will Drive Stronger Performance Ahead

Analysts have raised their price target for CBIZ to $91.50, reflecting improved revenue growth expectations, which outweigh a modest decrease in future profit margin projections. What's in the News CBIZ CPAs P.C. has been appointed as Applied Digital Corporation’s independent registered public accounting firm for the fiscal year ending May 31, 2026 (Client Announcements).
User avatar
Narratiefupdate • Oct 30

CBZ: Artificial Intelligence Rollout And Profit Margins Will Drive Market Expansion

Analysts have adjusted their price target for CBIZ from $95 to $91.50, reflecting updated views on revenue growth and profitability projections. What's in the News CBIZ launched Vertical Vector AI, a new artificial intelligence product for middle-market businesses.
Analyse-artikel • Jun 25

CBIZ, Inc. (NYSE:CBZ) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 44x CBIZ, Inc. ( NYSE:CBZ ) may be sending very bearish signals at the...
Analyse-artikel • May 09

This Is Why CBIZ, Inc.'s (NYSE:CBZ) CEO Compensation Looks Appropriate

Key Insights CBIZ will host its Annual General Meeting on 15th of May CEO Jerry Grisko's total compensation includes...
Analyse-artikel • Mar 07

There May Be Some Bright Spots In CBIZ's (NYSE:CBZ) Earnings

The most recent earnings report from CBIZ, Inc. ( NYSE:CBZ ) was disappointing for shareholders. Despite the soft...
Analyse-artikel • Feb 21

Is Now An Opportune Moment To Examine CBIZ, Inc. (NYSE:CBZ)?

CBIZ, Inc. ( NYSE:CBZ ), is not the largest company out there, but it saw a decent share price growth of 12% on the...
Analyse-artikel • Jan 31

Some Shareholders Feeling Restless Over CBIZ, Inc.'s (NYSE:CBZ) P/E Ratio

CBIZ, Inc.'s ( NYSE:CBZ ) price-to-earnings (or "P/E") ratio of 36.4x might make it look like a strong sell right now...

Analyse CEO-vergoeding

Hoe is Jerry Grisko's beloning veranderd ten opzichte van CBIZ's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Jun 30 2026n/an/a

US$122m

Mar 31 2026n/an/a

US$145m

Dec 31 2025US$7mUS$994k

US$115m

Sep 30 2025n/an/a

US$104m

Jun 30 2025n/an/a

US$109m

Mar 31 2025n/an/a

US$87m

Dec 31 2024US$5mUS$950k

US$41m

Sep 30 2024n/an/a

US$119m

Jun 30 2024n/an/a

US$118m

Mar 31 2024n/an/a

US$125m

Dec 31 2023US$5mUS$950k

US$121m

Sep 30 2023n/an/a

US$122m

Jun 30 2023n/an/a

US$116m

Mar 31 2023n/an/a

US$120m

Dec 31 2022US$5mUS$944k

US$105m

Sep 30 2022n/an/a

US$107m

Jun 30 2022n/an/a

US$101m

Mar 31 2022n/an/a

US$79m

Dec 31 2021US$5mUS$905k

US$71m

Sep 30 2021n/an/a

US$80m

Jun 30 2021n/an/a

US$79m

Mar 31 2021n/an/a

US$92m

Dec 31 2020US$4mUS$884k

US$78m

Sep 30 2020n/an/a

US$77m

Jun 30 2020n/an/a

US$75m

Mar 31 2020n/an/a

US$70m

Dec 31 2019US$4mUS$866k

US$71m

Compensatie versus markt: De totale vergoeding ($USD 7.06M ) Jerry } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.99M ).

Compensatie versus inkomsten: De vergoeding van Jerry is het afgelopen jaar met meer dan 20% gestegen.


CEO

Jerry Grisko (64 yo)

26.6yrs
Tenure
US$7,063,347
Compensatie

Mr. Jerome P. Grisko, Jr., also known as Jerry, serves as Independent Director at The Davey Tree Expert Company since May 19, 2026. He has been the President and Chief Executive Officer of CBIZ, Inc. (form...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Jerome Grisko
President26.6yrsUS$7.06m1.96%
$ 56.2m
Brad Lakhia
Senior VP & CFO1.5yrsUS$4.42m0.27%
$ 7.9m
Michael Kouzelos
President of Benefits & Insurance Services11.3yrsUS$2.11m0%
$ 0
Michael Mangan
Chief Accounting Officer1.5yrsgeen gegevens0.014%
$ 404.6k
Christopher Sikora
Vice President of Investor Relations & Corporate Financeno datageen gegevensgeen gegevens
Peter Scavuzzo
Senior VPless than a yeargeen gegevensgeen gegevens
Jaileah Huddleston
Senior VP2.8yrsgeen gegevensgeen gegevens
Amy McGahan
Director of Corporate & Strategic Communicationsno datageen gegevensgeen gegevens
Matthew Morelli
Senior Vice President of Corporate Development8.7yrsgeen gegevensgeen gegevens
Donna Mirandola
Senior VP & Chief Marketing Officer2.1yrsgeen gegevensgeen gegevens
Richard Mills
Chief Operating Officer of Financial Services12.7yrsUS$889.52kgeen gegevens
John Cook
President of Employee Benefits Service Line - Benefits & Insurance Division6yrsgeen gegevensgeen gegevens
4.4yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van CBZ wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Jerome Grisko
President10.8yrsUS$7.06m1.96%
$ 56.2m
Rick Burdick
Independent Chairman28.9yrsUS$399.27k0.35%
$ 10.0m
Rodney Young
Independent Director3.6yrsUS$260.52k0.028%
$ 814.2k
Richard Marabito
Independent Director5.1yrsUS$285.52k0.035%
$ 1.0m
Gina France
Independent Director11.6yrsUS$260.52k0.14%
$ 4.0m
Todd Slotkin
Independent Director23yrsUS$260.52k0.11%
$ 3.0m
Arthur Sherman
Independent Director6.1yrsUS$260.52k0.088%
$ 2.5m
Kathy Raffa
Independent Director1.7yrsUS$239.84k0.015%
$ 445.8k
8.5yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CBZ wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.5 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/14 20:01
Aandelenkoers aan het einde van de dag2026/09/11 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
  • SEC-formulier 10-K
  • SEC-formulier 10-Q
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
  • Onderzoeksrapporten van analisten
  • Blue Matrix
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
  • ICE Marktgegevens
  • SEC-formulier S-1
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
  • SEC-formulier 4
  • SEC-formulier 13D
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
  • SEC-formulier 10-K
  • SEC-formulier DEF 14A
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen
  • SEC-formulier 8-K

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

CBIZ, Inc. wordt gevolgd door 7 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Vincent ColicchioBarrington Research Associates, Inc.
Jeffrey SilberBMO Capital Markets Equity Research
Christopher MooreCJS Securities, Inc.

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