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Companies / Industrials / CBIZ, Inc.
CBZ

CBIZ, Inc.

IndustrialsBusiness Services
Ticker CBZINDEPENDENCE, OHFiscal year ends DecemberBook value per share $31.53Diluted shares 60.3M

CBIZ, Inc. (NYSE: CBZ) provides professional services to small, middle-market and larger businesses and organizations across the United States. Its offerings include accounting and tax, financial advisory, employee benefits consulting, payroll and human capital management, property and casualty insurance, retirement… From the company’s description.

Over the twelve months to Sep 30, 2026, CBIZ, Inc. reported revenue of $2.78B, up 3.7% from a year earlier, and net income of $128.75M. Its operating margin was 7.5%, and operations generated $290.69M in cash. In fiscal 2025, it reported revenue of $2.76B, up 52.1% from fiscal 2024, and net income of $115.44M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$2.76BFY2025
+52.1% year over year
Last 12 mo $2.78B
8.48%FY2025
+4.4 percentage points
Last 12 mo 7.53%
$115.44MFY2025
+181.3% year over year
Last 12 mo $128.75M
6.55%FY2025
+4.2 percentage points
Last 12 mo 6.77%
Cash & financing
$192.49MFY2025
+55.6% year over year
Last 12 mo $290.69M
$175.53MFY2025
+58.4% year over year
Last 12 mo $266.95M
0.83FY2025
Was 0.79× a year earlier
Last 12 mo 0.76
63.2MFY2025
+20.1% year over year
Last 12 mo 60.3M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What CBIZ, Inc. does

In the company’s own words

CBIZ, Inc. (NYSE: CBZ) provides professional services to small, middle-market and larger businesses and organizations across the United States. Its offerings include accounting and tax, financial advisory, employee benefits consulting, payroll and human capital management, property and casualty insurance, retirement and investment services, government healthcare consulting, and technology services such as cybersecurity, cloud and infrastructure solutions, and managed networking. CBIZ organizes its operations into three practice groups: Financial Services, Benefits and Insurance Services, and National Practices. In fiscal 2025, these groups generated 83.4%, 14.9% and 1.7% of revenue, respectively, out of total revenue of approximately $2.76 billion. Its National Practices group provides managed networking and hardware services to one client under a cost-plus contract. CBIZ had more than 9,500 team members across more than 140 locations in 23 major markets at year-end 2025. Founded in 1996, the company has pursued growth through acquisitions, including its 2025 transaction involving non-attest business assets acquired from Marcum. Its website is https://www.cbiz.com.

Company details
Sector
Industrials
Industry (SIC)
Business Services
Headquarters
INDEPENDENCE, OH
Fiscal year end
December
CIK
944148
SIC
7389

Financial performance, year by year

Fiscal 2011–2025 · USD
$-277.57M$555.14M$1.39B$2.22B$3.05B201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns CBIZ, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

191
funds hold it
0 of 35
superinvestors hold it
$615.78M
held by funds, at market
35.3%
of shares held by funds

Largest fund holders · CBIZ, Inc.’s weight in each

Fidelity Low-Priced Stock Fund
FLPSX · Fidelity Puritan Trust
—of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX · Fidelity Rutland Square Trust II
—of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.05%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.02%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do CBIZ, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of CBIZ, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in CBIZ, Inc.'s last four quarterly filings that the numbers alone won't show?”
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