CBIZ (NYSE:CBZ) Shares Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of CBIZ, Inc. (NYSE:CBZ). In a filing disclosed on May 19th, the Representative disclosed that they had bought between $1,001 and $15,000 in CBIZ stock on April 6th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 4/28/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/27/2026.
• Sold $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 4/24/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/23/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/16/2026.
• Purchased $1,001 – $15,000 in shares of Freeport-McMoRan (NYSE:FCX) on 4/15/2026.
• Sold $1,001 – $15,000 in shares of HDFC Bank (NYSE:HDB) on 4/13/2026.
• Purchased $1,001 – $15,000 in shares of Intapp (NASDAQ:INTA) on 4/13/2026.
• Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 4/9/2026.

CBIZ Trading Up 2.4%

Shares of CBIZ stock opened at $31.66 on Thursday. CBIZ, Inc. has a fifty-two week low of $24.29 and a fifty-two week high of $77.91. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.63 and a current ratio of 1.63. The company has a market capitalization of $1.70 billion, a P/E ratio of 12.71, a P/E/G ratio of 0.57 and a beta of 0.97. The company has a fifty day moving average of $28.64 and a 200 day moving average of $39.24.

CBIZ (NYSE:CBZ) last posted its quarterly earnings results on Wednesday, April 29th. The business services provider reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.28 by $0.22. The business had revenue of $848.58 million for the quarter, compared to analysts’ expectations of $853.46 million. CBIZ had a return on equity of 12.62% and a net margin of 5.57%.The business’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period last year, the firm earned $2.33 earnings per share. CBIZ has set its FY 2026 guidance at 4.000-4.100 EPS. On average, sell-side analysts anticipate that CBIZ, Inc. will post 4.07 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

CBZ has been the topic of several recent analyst reports. Zacks Research raised CBIZ from a “strong sell” rating to a “hold” rating in a research note on Friday, March 27th. Weiss Ratings raised shares of CBIZ from a “sell (d)” rating to a “sell (d+)” rating in a report on Monday, May 4th. BMO Capital Markets initiated coverage on shares of CBIZ in a research report on Monday, March 30th. They set an “outperform” rating and a $33.00 price objective on the stock. Stephens set a $37.00 target price on shares of CBIZ in a report on Friday, May 1st. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $42.00 target price on shares of CBIZ in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, CBIZ has an average rating of “Hold” and an average price target of $37.33.

Institutional Investors Weigh In On CBIZ

Institutional investors have recently made changes to their positions in the company. Strategic Wealth Investment Group LLC bought a new stake in CBIZ in the second quarter worth about $37,000. Caitong International Asset Management Co. Ltd grew its stake in shares of CBIZ by 377.8% during the third quarter. Caitong International Asset Management Co. Ltd now owns 559 shares of the business services provider’s stock valued at $30,000 after buying an additional 442 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of CBIZ by 165.4% in the second quarter. EverSource Wealth Advisors LLC now owns 722 shares of the business services provider’s stock worth $52,000 after buying an additional 450 shares during the period. Danske Bank A S bought a new stake in shares of CBIZ during the 3rd quarter worth approximately $42,000. Finally, Torren Management LLC bought a new stake in shares of CBIZ during the 4th quarter worth approximately $48,000. Institutional investors own 87.44% of the company’s stock.

Insider Transactions at CBIZ

In other CBIZ news, CFO Brad S. Lakhia acquired 12,775 shares of the business’s stock in a transaction on Friday, March 13th. The shares were bought at an average price of $25.97 per share, with a total value of $331,766.75. Following the transaction, the chief financial officer directly owned 148,480 shares of the company’s stock, valued at $3,856,025.60. The trade was a 9.41% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. 4.10% of the stock is currently owned by insiders.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About CBIZ

CBIZ, Inc (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.

Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services.