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

Representative Josh Gottheimer (Democratic-New Jersey) recently sold shares of CBIZ, Inc. (NYSE:CBZ). In a filing disclosed on April 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in CBIZ stock on March 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

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

• Purchased $1,001 – $15,000 in shares of Fabrinet (NYSE:FN) on 3/24/2026.
• Sold $1,001 – $15,000 in shares of Crown Castle (NYSE:CCI) on 3/24/2026.
• Sold $1,001 – $15,000 in shares of ENN Energy (OTCMKTS:XNGSY) on 3/24/2026.
• Sold $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 3/12/2026.
• Sold $1,001 – $15,000 in shares of HDFC Bank (NYSE:HDB) on 3/12/2026.
• Sold $1,001 – $15,000 in shares of La-Z-Boy (NYSE:LZB) on 3/12/2026.
• Sold $1,001 – $15,000 in shares of Alcon (NYSE:ALC) on 3/12/2026.
• Sold $1,001 – $15,000 in shares of Intapp (NASDAQ:INTA) on 3/12/2026.
• Purchased $1,001 – $15,000 in shares of SEA (NYSE:SE) on 3/10/2026.
• Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 3/6/2026.

CBIZ Trading Up 7.3%

NYSE CBZ traded up $1.97 during trading hours on Monday, hitting $29.00. 356,936 shares of the company’s stock were exchanged, compared to its average volume of 1,236,469. The stock has a 50-day simple moving average of $28.95 and a 200 day simple moving average of $43.49. CBIZ, Inc. has a 1-year low of $24.29 and a 1-year high of $80.65. The firm has a market cap of $1.59 billion, a price-to-earnings ratio of 16.35, a PEG ratio of 0.51 and a beta of 0.93. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.79.

CBIZ (NYSE:CBZ) last posted its quarterly earnings results on Wednesday, February 25th. The business services provider reported ($0.70) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.66) by ($0.04). CBIZ had a return on equity of 12.23% and a net margin of 4.19%.The firm had revenue of $542.66 million for the quarter, compared to analyst estimates of $578.02 million. During the same period last year, the company posted ($0.20) earnings per share. The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. On average, equities analysts forecast that CBIZ, Inc. will post 2.65 EPS for the current fiscal year.

Institutional Trading of CBIZ

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CBZ. Durable Capital Partners LP bought a new stake in CBIZ during the 3rd quarter worth approximately $207,872,000. 22C Capital LLC bought a new stake in CBIZ during the 4th quarter worth approximately $161,554,000. Bank of Montreal Can bought a new stake in CBIZ during the 4th quarter worth approximately $113,596,000. SG Americas Securities LLC bought a new stake in CBIZ during the 4th quarter worth approximately $35,653,000. Finally, Sunriver Management LLC bought a new stake in CBIZ during the 3rd quarter worth approximately $31,605,000. 87.44% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CBZ has been the topic of a number of research reports. Stephens initiated coverage on CBIZ in a research note on Friday. They set an “equal weight” rating and a $31.00 price target on the stock. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CBIZ in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft initiated coverage on CBIZ in a research note on Monday, January 12th. They set a “hold” rating and a $60.00 price target on the stock. Zacks Research raised CBIZ from a “strong sell” rating to a “hold” rating in a research note on Friday, March 27th. Finally, BMO Capital Markets initiated coverage on CBIZ in a research note on Monday, March 30th. They set an “outperform” rating and a $33.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $41.33.

Insiders Place Their Bets

In other news, CFO Brad S. Lakhia purchased 12,775 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The shares were acquired at an average cost of $25.97 per share, for a total transaction of $331,766.75. Following the completion of the acquisition, the chief financial officer owned 148,480 shares in the company, valued at $3,856,025.60. This trade represents a 9.41% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 4.10% of the company’s stock.

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.

CBIZ Company Profile

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.