CBZ Smart Money
CBIZ, Inc.
1W: +0.1%
1M: +0.3%
3M: +17.5%
YTD: +8.0%
1Y: +3.1%
3Y: +4.0%
5Y: +55.9%
$54.83
-0.02 (-0.04%)
Weekly Expected Move ±0.1%
$55
$55
$55
$55
$55
Credit Risk of going bust: higher than 67% of companies Debt: 32.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.60 (down 95%), CBIZ, Inc. would be worth roughly what it owes.
Total debt $1.45B against a stock market value of $3.01B.
Distance to default 3.67 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $775.1M (short-term plus half of long-term), stock volatility 52.1%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.60 (down 95%), CBIZ, Inc. would be worth roughly what it owes.
Total debt $1.45B against a stock market value of $3.01B.
Distance to default 3.67 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $775.1M (short-term plus half of long-term), stock volatility 52.1%; Altman Z'' 1.67. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026309
Institutions Holding
-13 vs prior
55.1%
Ownership
+7.93%
49
New
104
Increased
111
Reduced
45
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Lakhia Brad S. | officer: senior vice president & cfo | F-Tax Withholding | 5,813 | $54.60 | $317K | Filing |
| 2026-08-04 | SHERMAN A HAAG | director | F-Tax Withholding | 22,354 | $55.07 | $1.2M | Filing |
| 2026-05-15 | Raffa Kathy A | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | YOUNG RODNEY A | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | MARABITO RICHARD T | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | France Gina D | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | BURDICK RICK L | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | SHERMAN A HAAG | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-05-15 | SLOTKIN TODD J | director | A-Grant/Award | 6,051 | $— | $0 | Filing |
| 2026-03-17 | Lakhia Brad S. | officer: senior vice president & cfo | F-Tax Withholding | 1,647 | $26.49 | $44K | Filing |
| 2026-03-13 | GRISKO JEROME P | officer: ceo & president | G-Gift | 5,429 | $— | $0 | Filing |
| 2026-03-13 | GRISKO JEROME P | officer: ceo & president | G-Gift | 33,166 | $— | $0 | Filing |
| 2026-03-13 | GRISKO JEROME P | officer: ceo & president | G-Gift | 38,595 | $— | $0 | Filing |
| 2026-03-13 | Lakhia Brad S. | officer: senior vice president & cfo | P-Purchase | 12,775 | $25.97 | $332K | Filing |
| 2026-02-14 | Mangan Michael T. | officer: chief accounting officer | F-Tax Withholding | 183 | $27.84 | $5K | Filing |
| 2026-02-14 | Kouzelos Michael P | officer: president, employee services | F-Tax Withholding | 1,059 | $27.84 | $29K | Filing |
| 2026-02-14 | GRISKO JEROME P | officer: ceo & president | F-Tax Withholding | 4,510 | $27.84 | $126K | Filing |
| 2026-02-11 | GRISKO JEROME P | officer: ceo & president | A-Grant/Award | 32,899 | $— | $0 | Filing |
| 2026-02-11 | Kouzelos Michael P | officer: president, employee services | F-Tax Withholding | 4,766 | $30.47 | $145K | Filing |
| 2026-02-11 | Kouzelos Michael P | officer: president, employee services | A-Grant/Award | 10,623 | $— | $0 | Filing |
| 2026-02-11 | Mangan Michael T. | officer: chief accounting officer | F-Tax Withholding | 928 | $30.47 | $28K | Filing |
| 2026-02-11 | Mangan Michael T. | officer: chief accounting officer | A-Grant/Award | 2,065 | $— | $0 | Filing |
| 2026-02-11 | GRISKO JEROME P | officer: ceo & president | F-Tax Withholding | 14,756 | $30.47 | $450K | Filing |
| 2026-02-09 | Kouzelos Michael P | officer: president, employee services | F-Tax Withholding | 1,116 | $34.29 | $38K | Filing |
| 2026-02-09 | GRISKO JEROME P | officer: ceo & president | F-Tax Withholding | 3,469 | $34.29 | $119K | Filing |
🏛️ Congressional Trades
15 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-30 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-06-30 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-06-29 | Gilbert Ray Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-06 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-06 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-05 | Josh S. Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-05 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-05 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-04 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-09 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-08 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-24 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-03-23 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2024-03-07 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2023-02-23 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| FMR LLC | 8,047,282 | $258M | +536,239 | 2026-06-30 | Filing |
| BlackRock, Inc. | 4,971,786 | $159M | +1,159,861 | 2026-06-30 | Filing |
| BANK OF MONTREAL /CAN | 3,453,723 | $111M | -54,182 | 2026-06-30 | Filing |
| 22C Capital LLC | 3,202,267 | $103M | — | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,259,967 | $72M | +113,380 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,253,744 | $72M | +180,920 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,492,737 | $48M | -515,888 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,257,357 | $40M | +97,978 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,244,553 | $40M | +92,844 | 2026-06-30 | Filing |
| P2 Capital Partners, LLC | 1,136,974 | $36M | -3,700 | 2026-06-30 | Filing |
| BloombergSen Inc. | 1,068,306 | $34M | +74,277 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 992,770 | $32M | +166,908 | 2026-06-30 | Filing |
| Boston Partners | 778,451 | $26M | +217,051 | 2026-06-30 | Filing |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 736,320 | $24M | +156,723 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 711,168 | $23M | -57,835 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 709,617 | $23M | +463,814 | 2026-06-30 | Filing |
| Fenimore Asset Management Inc | 681,628 | $22M | -594 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 665,870 | $21M | +665,870 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 665,870 | $21M | +43,603 | 2026-06-30 | Filing |
| DG Capital Management, LLC | 660,000 | $21M | +660,000 | 2026-06-30 | Filing |