Business description: CBIZ, Inc.

CBIZ, Inc. is a professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. It also maintains a cyber risk management program.

Number of employees: 9,500

Sales by Activity: CBIZ, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Financial Services

73Cr 101.01Cr 116.07Cr 136.25Cr 230.15Cr

Benefits and Insurance Services

33Cr 36Cr 38Cr 40Cr 41Cr

National Practices

3.86Cr 4.39Cr 4.79Cr 4.99Cr 4.69Cr

Geographical breakdown of sales: CBIZ, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

110.32Cr 141.03Cr 158.95Cr 181.11Cr 275.62Cr

Canada

17.42L 17.24L 17.16L 23.59L 18.15L

Executive Committee: CBIZ, Inc.

Manager TitleAgeSince
Chief Executive Officer 64 09/03/2016
Director of Finance/CFO 52 17/03/2025
Chief Tech/Sci/R&D Officer 49 01/05/2026
Investor Relations Contact - 08/12/2025
Corporate Officer/Principal 59 -

Composition of the Board of Directors: CBIZ, Inc.

Director TitleAgeSince
Chairman 73 11/08/2022
Director/Board Member 73 01/09/2003
Director/Board Member 64 11/11/2015
Director/Board Member 67 11/02/2015
Director/Board Member 60 06/08/2020
Director/Board Member 62 12/08/2021
Director/Board Member 70 06/02/2023
Director/Board Member 67 15/01/2025

Shareholders: CBIZ, Inc.

NameStocks%Valuation
Fidelity Management & Research Co. LLC
14 %
75,11,043 14 % 249 M $
BlackRock Advisors LLC
6.632 %
35,57,974 6.632 % 118 M $
Burgundy Asset Management Ltd.
6.538 %
35,07,604 6.538 % 116 M $
22C Capital LLC
5.969 %
32,02,267 5.969 % 106 M $
Vanguard Capital Management LLC
4.001 %
21,46,587 4.001 % 71 M $

Company details: CBIZ, Inc.

CBIZ, Inc.

5959 Rockside Woods Boulevard North

44131, Independence

+216 447 9000

http://www.cbiz.com
address CBIZ, Inc.(CBZ)

Group companies: CBIZ, Inc.

NameCategory and Sector
Miscellaneous Commercial Services

Other Business Support Services

Change 5-day change 1-year change 3-year change Capi.($)
+2.61%+7.60%-48.37%-29.89% 196.98Cr
+1.10%-0.95%-17.05%+46.80% 7.19TCr
-2.95%-4.15%+0.41%+80.82% 2.01TCr
-0.01%-1.61%-7.62%+2.93% 1.49TCr
+0.89%0.00%-3.48%+16.44% 1.38TCr
0.00%-0.17%+17.66%+44.85% 1.2TCr
+1.35%-3.76%+29.91%+112.64% 795.72Cr
-1.06%-2.84%+50.48%+106.11% 673.15Cr
-8.17%-11.94%+15.13%+106.19% 509.39Cr
+1.70%+2.02%+1.70%+1.54% 529.99Cr
Average -0.45%-1.66%+3.88%+48.84% 1.6TCr
Weighted average by Cap. +0.05%-1.61%-3.75%+49.46%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
37.79USD
Average target price
42.60USD
Spread / Average Target
+12.73%

Quarterly revenue - Rate of surprise