CBZ CBIZ, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Multi-disciplinary professional services advisor offering accounting, tax, advisory, benefits, insurance, and technology solutions to middle-market businesses
• • Increased Financial Services revenue to $2.30B (83.4% of total), up from $1.36B in 2024, driven by strategic acquisitions and expanded CPA firm partnerships
• • Human capital focus with 9,500+ employees across 140+ locations, 2025 award recognition includes 120 workplace awards highlighting culture and talent retention
• • Maintains ASAs with four CPA firms including CBIZ CPAs (421 stockholders) and MSLC (43 equity members), consolidating variable interest entities for accounting purposes
• • Completed one immaterial acquisition in Q4 2025 continuing growth by acquisition strategy targeting geographic expansion and service expertise

Risk Factors

• • Regulatory risk: Independence and attestation service restrictions under Sarbanes-Oxley, SEC, and PCAOB rules limiting services to SEC-reporting attest clients, with CBIZ CPAs now subject to PCAOB inspection
• • Macroeconomic threat: Economic downturn causing slower accounts receivable payments, risking liquidity, with professional services historically having high receivable days outstanding
• • Operational vulnerability: Integration risks from Marcum acquisition including potential underestimated liabilities and challenges in integrating attest and non-attest business assets
• • Competitive disruption: Increased SEC-reporting attest clients raises regulatory scrutiny and independence challenges, potentially reducing revenues due to required service terminations
• • Financial risk: Goodwill and intangible assets of $2.87 billion as of December 31, 2025, subject to impairment risk leading to significant non-cash charges impacting earnings

Management Discussion & Analysis

• • Revenue $2,758.0M in 2025, up 52.1% ($944.5M) YoY; Financial Services best growth, up 68.9% to $2,301.5M; National Practices down 6.0% to $46.9M
• • Operating margin improved to 9.3% in 2025 from 5.2% in 2024; Financial Services margin 14.6% vs 10.9%; Benefits and Insurance margin stable at ~18.3%
• • Net income $115.4M in 2025, up 181.3% from $41.0M in 2024; EPS $1.83 vs $0.78 in 2024
• • Cash flow from operations $192.5M up from $123.7M; Share repurchases $168.8M total in 2025; Capex $17.0M; Debt $1,472.4M outstanding as of Dec 31, 2025
• • Management authorized share repurchase program for up to 5.0M shares, with focus on debt reduction to net leverage 2.0x–2.5x and strategic acquisitions

What are the latest CBZ SEC filings in 2026?

CBIZ, Inc. (CBZ) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CBZ file its most recent 10-K annual report?

CBIZ, Inc. (CBZ) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CBZ 10-Q quarterly reports?

CBIZ, Inc. (CBZ)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every CBZ 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CBZ filed recently?

CBIZ, Inc. (CBZ)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CBZ insider trading activity (Form 4)?

SignalX aggregates every CBZ Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CBZ file with the SEC?

CBIZ, Inc. (CBZ) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CBZ filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for CBIZ, Inc. (CBZ).

What is CBZ's SEC CIK number?

CBIZ, Inc. (CBZ)'s SEC CIK (Central Index Key) number is 944148. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 944148 to look up all CBZ filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CBZ return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from CBIZ, Inc. (CBZ) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.