CBIZ (CBZ)
Market Price (8/28/2026): $54.69 | Market Cap: $3.3 BilSector: Industrials | Industry: Diversified Support Services
CBIZ (CBZ)
Market Price (8/28/2026): $54.69Market Cap: $3.3 BilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% Attractive yieldFCF Yield is 8.4% Megatrend and thematic driversMegatrends include Cybersecurity, Cloud Computing, and Digital & Alternative Assets. Themes include Cloud Security, Show more. | Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -75% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58% Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.2% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 97% Key risksCBZ key risks include [1] high revenue vulnerability from discretionary services during economic slowdowns and [2] the substantial costs and integration challenges from major acquisitions like Marcum. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Attractive yieldFCF Yield is 8.4% |
| Megatrend and thematic driversMegatrends include Cybersecurity, Cloud Computing, and Digital & Alternative Assets. Themes include Cloud Security, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -75% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.2% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 97% |
| Key risksCBZ key risks include [1] high revenue vulnerability from discretionary services during economic slowdowns and [2] the substantial costs and integration challenges from major acquisitions like Marcum. |
Qualitative Assessment
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Updated on 8/1/2026
CBIZ (CBZ) stock has gained about 80% since 4/30/2026 because of the following key factors:
1. Acquisition by Grant Thornton Advisors at a Significant Premium.
The primary driver of CBIZ's stock surge was the announcement on July 29, 2026, that Grant Thornton Advisors LLC would acquire CBIZ in an all-cash transaction with an enterprise value of $5 billion. Shareholders are set to receive $55.00 in cash per share, representing a premium of approximately 54% over CBIZ's 30-day volume-weighted average share price. This deal, which is supported by New Mountain Capital and is expected to close in the fourth fiscal quarter of 2026, will result in CBIZ becoming a wholly-owned subsidiary of Grant Thornton Advisors and ceasing to trade on the New York Stock Exchange.
2. Strong Fiscal Q2 2026 Adjusted Earnings Exceeding Analyst Expectations.
CBIZ (whose fiscal Q2 2026 ended on June 30, 2026) reported its second fiscal quarter 2026 results on July 29, 2026, alongside the acquisition announcement. The company posted adjusted diluted earnings per share (EPS) of $0.91, surpassing analyst consensus estimates of $0.72 by $0.19. Although GAAP net income and diluted EPS saw declines of 55.6% and 53.0% respectively, the adjusted figures provided a positive earnings surprise. Following the acquisition agreement, CBIZ withdrew its fiscal 2026 financial guidance and cancelled its scheduled earnings conference call.
Show more
CBIZ (CBZ) stock has gained about 80% since 4/30/2026 because of the following key factors:
1. Acquisition by Grant Thornton Advisors at a Significant Premium.
The primary driver of CBIZ's stock surge was the announcement on July 29, 2026, that Grant Thornton Advisors LLC would acquire CBIZ in an all-cash transaction with an enterprise value of $5 billion. Shareholders are set to receive $55.00 in cash per share, representing a premium of approximately 54% over CBIZ's 30-day volume-weighted average share price. This deal, which is supported by New Mountain Capital and is expected to close in the fourth fiscal quarter of 2026, will result in CBIZ becoming a wholly-owned subsidiary of Grant Thornton Advisors and ceasing to trade on the New York Stock Exchange.
2. Strong Fiscal Q2 2026 Adjusted Earnings Exceeding Analyst Expectations.
CBIZ (whose fiscal Q2 2026 ended on June 30, 2026) reported its second fiscal quarter 2026 results on July 29, 2026, alongside the acquisition announcement. The company posted adjusted diluted earnings per share (EPS) of $0.91, surpassing analyst consensus estimates of $0.72 by $0.19. Although GAAP net income and diluted EPS saw declines of 55.6% and 53.0% respectively, the adjusted figures provided a positive earnings surprise. Following the acquisition agreement, CBIZ withdrew its fiscal 2026 financial guidance and cancelled its scheduled earnings conference call.
Show more
Updated on 8/1/2026
CBIZ (CBZ) stock has gained about 80% since 4/30/2026 because of the following key factors:
1. Acquisition by Grant Thornton Advisors at a Significant Premium.
The primary driver of CBIZ's stock surge was the announcement on July 29, 2026, that Grant Thornton Advisors LLC would acquire CBIZ in an all-cash transaction with an enterprise value of $5 billion. Shareholders are set to receive $55.00 in cash per share, representing a premium of approximately 54% over CBIZ's 30-day volume-weighted average share price. This deal, which is supported by New Mountain Capital and is expected to close in the fourth fiscal quarter of 2026, will result in CBIZ becoming a wholly-owned subsidiary of Grant Thornton Advisors and ceasing to trade on the New York Stock Exchange.
2. Strong Fiscal Q2 2026 Adjusted Earnings Exceeding Analyst Expectations.
CBIZ (whose fiscal Q2 2026 ended on June 30, 2026) reported its second fiscal quarter 2026 results on July 29, 2026, alongside the acquisition announcement. The company posted adjusted diluted earnings per share (EPS) of $0.91, surpassing analyst consensus estimates of $0.72 by $0.19. Although GAAP net income and diluted EPS saw declines of 55.6% and 53.0% respectively, the adjusted figures provided a positive earnings surprise. Following the acquisition agreement, CBIZ withdrew its fiscal 2026 financial guidance and cancelled its scheduled earnings conference call.
3. Sustained Positive Momentum from Fiscal Q1 2026 Performance and Identified Undervaluation.
The stock's upward trend since April 30, 2026, was partly fueled by earlier positive indicators, including a "Fair Value" signal from InvestingPro on April 10, 2026, which identified CBIZ as significantly undervalued at $27.03 per share. The company also reported strong fiscal Q1 2026 results on April 29, 2026, with diluted EPS of $2.63 on revenue of $848.6 million, representing year-over-year increases of 37.7% and 1.3% respectively. The company's management had highlighted progress in AI initiatives and reaffirmed guidance, contributing to investor confidence leading into the period of significant gains.
Show less
CBIZ (CBZ) stock has gained about 80% since 4/30/2026 because of the following key factors:
1. Acquisition by Grant Thornton Advisors at a Significant Premium.
The primary driver of CBIZ's stock surge was the announcement on July 29, 2026, that Grant Thornton Advisors LLC would acquire CBIZ in an all-cash transaction with an enterprise value of $5 billion. Shareholders are set to receive $55.00 in cash per share, representing a premium of approximately 54% over CBIZ's 30-day volume-weighted average share price. This deal, which is supported by New Mountain Capital and is expected to close in the fourth fiscal quarter of 2026, will result in CBIZ becoming a wholly-owned subsidiary of Grant Thornton Advisors and ceasing to trade on the New York Stock Exchange.
2. Strong Fiscal Q2 2026 Adjusted Earnings Exceeding Analyst Expectations.
CBIZ (whose fiscal Q2 2026 ended on June 30, 2026) reported its second fiscal quarter 2026 results on July 29, 2026, alongside the acquisition announcement. The company posted adjusted diluted earnings per share (EPS) of $0.91, surpassing analyst consensus estimates of $0.72 by $0.19. Although GAAP net income and diluted EPS saw declines of 55.6% and 53.0% respectively, the adjusted figures provided a positive earnings surprise. Following the acquisition agreement, CBIZ withdrew its fiscal 2026 financial guidance and cancelled its scheduled earnings conference call.
3. Sustained Positive Momentum from Fiscal Q1 2026 Performance and Identified Undervaluation.
The stock's upward trend since April 30, 2026, was partly fueled by earlier positive indicators, including a "Fair Value" signal from InvestingPro on April 10, 2026, which identified CBIZ as significantly undervalued at $27.03 per share. The company also reported strong fiscal Q1 2026 results on April 29, 2026, with diluted EPS of $2.63 on revenue of $848.6 million, representing year-over-year increases of 37.7% and 1.3% respectively. The company's management had highlighted progress in AI initiatives and reaffirmed guidance, contributing to investor confidence leading into the period of significant gains.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 79.2% change in CBZ stock from 4/30/2026 to 8/27/2026 was primarily driven by a 104.6% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8272026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.50 | 54.67 | 79.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,769 | 2,767 | 0.0% |
| Net Income Margin (%) | 5.6% | 4.7% | -15.1% |
| P/E Multiple | 12.1 | 24.8 | 104.6% |
| Shares Outstanding (Mil) | 61 | 60 | 3.2% |
| Cumulative Contribution | 79.2% |
Market Drivers
4/30/2026 to 8/27/2026| Return | Correlation | |
|---|---|---|
| CBZ | 79.2% | |
| Market (SPY) | 7.3% | -30.0% |
| Sector (XLI) | 2.4% | -45.8% |
Fundamental Drivers
The 38.9% change in CBZ stock from 1/31/2026 to 8/27/2026 was primarily driven by a 21.6% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 8272026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.35 | 54.67 | 38.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,676 | 2,767 | 3.4% |
| Net Income Margin (%) | 3.9% | 4.7% | 21.6% |
| P/E Multiple | 23.6 | 24.8 | 5.4% |
| Shares Outstanding (Mil) | 62 | 60 | 4.8% |
| Cumulative Contribution | 38.9% |
Market Drivers
1/31/2026 to 8/27/2026| Return | Correlation | |
|---|---|---|
| CBZ | 38.9% | |
| Market (SPY) | 11.7% | -14.7% |
| Sector (XLI) | 8.4% | -31.7% |
Fundamental Drivers
The -10.6% change in CBZ stock from 7/31/2025 to 8/27/2026 was primarily driven by a -30.2% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 8272026 | Change |
|---|---|---|---|
| Stock Price ($) | 61.12 | 54.67 | -10.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,421 | 2,767 | 14.3% |
| Net Income Margin (%) | 4.5% | 4.7% | 5.0% |
| P/E Multiple | 35.6 | 24.8 | -30.2% |
| Shares Outstanding (Mil) | 64 | 60 | 6.8% |
| Cumulative Contribution | -10.6% |
Market Drivers
7/31/2025 to 8/27/2026| Return | Correlation | |
|---|---|---|
| CBZ | -10.6% | |
| Market (SPY) | 23.0% | -3.3% |
| Sector (XLI) | 18.8% | -12.6% |
Fundamental Drivers
The 3.4% change in CBZ stock from 7/31/2023 to 8/27/2026 was primarily driven by a 83.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312023 | 8272026 | Change |
|---|---|---|---|
| Stock Price ($) | 52.89 | 54.67 | 3.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,511 | 2,767 | 83.1% |
| Net Income Margin (%) | 7.7% | 4.7% | -38.3% |
| P/E Multiple | 22.8 | 24.8 | 9.0% |
| Shares Outstanding (Mil) | 50 | 60 | -16.0% |
| Cumulative Contribution | 3.4% |
Market Drivers
7/31/2023 to 8/27/2026| Return | Correlation | |
|---|---|---|
| CBZ | 3.4% | |
| Market (SPY) | 74.4% | 18.2% |
| Sector (XLI) | 68.7% | 14.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CBZ Return | 47% | 20% | 34% | 31% | -38% | 9% | 106% |
| Peers Return | 34% | -4% | 21% | 7% | -10% | 992% | 1538% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| CBZ Win Rate | 50% | 42% | 67% | 58% | 42% | 38% | |
| Peers Win Rate | 52% | 29% | 46% | 35% | 27% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CBZ Max Drawdown | -12% | -15% | -12% | -26% | -45% | -54% | |
| Peers Max Drawdown | -9% | -20% | -13% | -12% | -24% | -25% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TRI, UHAL, LIME, CTAS, SUNB.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/27/2026 (YTD)
How Low Can It Go
| Event | CBZ | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -39.1% | -33.7% |
| % Gain to Breakeven | 64.3% | 50.9% |
| Time to Breakeven | 334 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -20.5% | -19.2% |
| % Gain to Breakeven | 25.9% | 23.8% |
| Time to Breakeven | 271 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -14.5% | -17.9% |
| % Gain to Breakeven | 17.0% | 21.8% |
| Time to Breakeven | 667 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -13.0% | -15.4% |
| % Gain to Breakeven | 14.9% | 18.2% |
| Time to Breakeven | 192 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -35.9% | -53.4% |
| % Gain to Breakeven | 56.1% | 114.4% |
| Time to Breakeven | 2223 days | 1085 days |
In The Past
CBIZ's stock fell -8.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 8.8% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | CBZ | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -39.1% | -33.7% |
| % Gain to Breakeven | 64.3% | 50.9% |
| Time to Breakeven | 334 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -20.5% | -19.2% |
| % Gain to Breakeven | 25.9% | 23.8% |
| Time to Breakeven | 271 days | 105 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -35.9% | -53.4% |
| % Gain to Breakeven | 56.1% | 114.4% |
| Time to Breakeven | 2223 days | 1085 days |
In The Past
CBIZ's stock fell -8.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 8.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About CBIZ (CBZ)
CBIZ, Inc. (CBZ) is a professional services company operating across the United States and Canada, specializing in a broad range of financial, insurance, and advisory services. The company strategically organizes its operations into three core segments: Financial Services, Benefits and Insurance Services, and National Practices, allowing it to offer comprehensive solutions to its diverse client base.
Through its Financial Services segment, CBIZ provides essential offerings such as accounting and tax preparation, financial advisory, valuation, and risk and advisory services, alongside specialized government healthcare consulting. The Benefits and Insurance Services segment focuses on critical areas like employee benefits consulting, payroll and human capital management, property and casualty insurance, and retirement and investment planning. Lastly, the National Practices segment extends the company's reach into information technology managed networking and hardware services, as well as broader healthcare consulting.
CBIZ primarily targets small and medium-sized businesses, serving as a comprehensive partner for their varied professional needs. Beyond SMBs, the company also caters to individuals, governmental entities, and not-for-profit enterprises, providing tailored expertise across its service portfolio.
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It's like a **'mini-Deloitte'** for small and medium-sized businesses, offering comprehensive financial, HR, IT, and insurance advisory services.
Think of it as **ADP or Paychex** for human resources and payroll, significantly expanded to also provide extensive accounting, tax, and insurance brokerage for businesses.
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- Accounting & Tax Services: Provides comprehensive accounting, tax preparation, and consulting services for businesses.
- Financial Advisory Services: Offers financial advisory, business valuation, and general risk management consulting.
- Healthcare Consulting: Delivers strategic consulting services to healthcare organizations, including governmental entities.
- Employee Benefits Consulting: Assists businesses with the design, implementation, and management of employee benefits programs.
- Payroll & Human Capital Management: Manages payroll processes and provides human resources consulting solutions.
- Property & Casualty Insurance: Offers insurance coverage for business property, liability, and other operational risks.
- Retirement & Investment Services: Provides consulting and management for retirement plans and investment strategies.
- Information Technology (IT) Solutions: Delivers managed networking and hardware services to support business IT infrastructure.
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CBIZ primarily serves a diverse base of clients across various sectors. While it primarily targets small and medium-sized businesses, its customer base is broad and generally not concentrated in a few publicly named major corporations. Therefore, specific names of major customer companies are not typically disclosed for this type of service provider.
Based on the company description, CBIZ's major customer categories include:
- Small and Medium-Sized Businesses: This is CBIZ's primary customer segment, for which it provides a wide array of financial, insurance, and advisory services.
- Individuals: CBIZ also offers services to individual clients.
- Governmental Entities: The company serves various government bodies.
- Not-for-Profit Enterprises: CBIZ provides services tailored to organizations operating in the not-for-profit sector.
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Jerome P. Grisko, Jr.
President & CEO
Jerome P. Grisko, Jr. has served as President of CBIZ since February 2000 and was appointed Chief Executive Officer in March 2016, also becoming a Director in November 2015. He previously held the role of Chief Operating Officer from February 2000 until his CEO appointment. Mr. Grisko joined CBIZ in September 1998 as Vice President, Mergers & Acquisitions, and was promoted to Senior Vice President, Mergers & Acquisitions and Legal Affairs in December 1998. Prior to his tenure at CBIZ, he was a partner at the law firm of Baker & Hostetler LLP from January 1995 to September 1998, where his practice focused on mergers, acquisitions, and general corporate law.
Brad Lakhia
Senior Vice President, Chief Financial Officer
Brad Lakhia is slated to become CBIZ's Senior Vice President and Chief Financial Officer, effective March 17, 2025, succeeding the retiring Ware H. Grove. Before joining CBIZ, Mr. Lakhia served as CFO and Executive Vice President at OPENLANE, Inc., a publicly traded company specializing in digital marketplaces for wholesale used vehicles, from April 2023. Prior to that, he held the position of Vice President of Finance, Americas, at The Goodyear Tire & Rubber Company from November 2019 to April 2023. His previous experience also includes roles as Vice President, Business Planning & Analysis, and Vice President, Treasurer and Credit, at Andeavor (formerly Tesoro Corp.) between 2014 and 2018. Mr. Lakhia also held various accounting, treasury, and divisional finance roles of increasing responsibility at Goodyear from October 1996 to February 2014.
Chris Spurio
President, CBIZ Financial Services
Chris Spurio is the President of CBIZ Financial Services. He began his career at CBIZ in January 1998 and has since held numerous positions within the company.
Michael P. Kouzelos
President, CBIZ Benefits & Insurance Services, Inc.
Michael P. Kouzelos serves as the President of CBIZ Benefits & Insurance Services, Inc. He joined CBIZ in June 1998 and has held various positions during his time with the company.
John Fleischer
Senior Vice President, Chief Information Officer
John Fleischer is the Senior Vice President and Chief Information Officer for CBIZ, Inc. He joined the company in August of 2014.
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Key Risks to CBIZ (CBZ)
- Cybersecurity Risks: CBIZ is exposed to significant cybersecurity threats, with past breaches highlighting vulnerabilities within its systems and those of its third-party vendors. The company's 10-K reports explicitly state that cyberattacks or other security breaches could materially adversely affect its business, financial condition, results of operations, or cash flows.
- Acquisition and Integration Risks: A core part of CBIZ's growth strategy involves strategic acquisitions, such as the significant acquisition of Marcum LLP. This strategy introduces risks related to the effective integration of acquired companies, including challenges in realizing anticipated benefits, potential underestimation of assumed liabilities, and increased operational complexity. Furthermore, the company's increased leverage post-acquisition may impact its ability to pursue future growth opportunities and manage interest rate fluctuations.
- Highly Fragmented and Competitive Market / Talent Retention: CBIZ operates in a professional services industry that is highly fragmented and competitive, which can limit its pricing power. The ability to attract and retain executive officers and other key employees is crucial for CBIZ's operations and financial performance, and a failure to do so could have a material adverse effect on its business.
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The increasing capabilities and adoption of artificial intelligence and automation software in accounting, tax preparation, payroll, and basic financial and insurance services pose an emerging threat to CBIZ. These technology-driven platforms enable small and medium-sized businesses, a primary client base for CBIZ, to manage more of these functions in-house or through lean, technology-focused providers, potentially reducing their reliance on traditional full-service firms for routine and transactional tasks.
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CBIZ, Inc. (symbol: CBZ) operates in several addressable markets across its Financial Services, Benefits and Insurance Services, and National Practices segments. Below are the estimated market sizes for their main products and services, primarily focusing on the U.S. market where data is available.
Financial Services
- Accounting and Tax Services: The market size for Accounting Services in the U.S. was approximately $154.9 billion in 2025 and is projected to reach $157.4 billion in 2026. North America accounted for a 38.0% share of the global accounting services market in 2025, with the U.S. accounting for approximately 70% of that North American market share.
- Financial Advisory Services: The U.S. Financial Advisory Services market size was an estimated USD 28.81 billion in 2025 and is expected to grow to USD 40.08 billion by 2033. Globally, the financial advisory services market was valued at USD 103.01 billion in 2024 and is projected to reach USD 174.33 billion by 2033, with North America dominating the market.
- Business Valuation Services: The market size of Business Valuation Firms in the U.S. is estimated at $3.1 billion in 2026. The global business valuation service market was $8.03 billion in 2025, expected to grow to $8.69 billion in 2026 and $11.75 billion by 2030, with North America being the largest region in 2025.
- Risk and Advisory Services: Specific standalone market size for "risk and advisory" is often embedded within broader financial or management consulting market data. Financial advisory services, as mentioned above, include risk management guidance.
- Government Healthcare Consulting: This is a component of the broader Healthcare Consulting Services market in the U.S., which was valued at USD 9.8 billion. Other sources report the U.S. Healthcare Consulting Services market at $10.1 billion in 2024, projected to reach $18.4 billion in 2026. North America, as a whole, held a 36.3% share of the global healthcare consulting market in 2024.
Benefits and Insurance Services
- Employee Benefits Consulting: The Employee Benefits Consulting Service market in North America was approximately USD 20 billion in 2023 and is projected to grow to around USD 34 billion by 2032. The U.S. Employee Benefits Management market size was USD 14.05 billion in 2024.
- Payroll/Human Capital Management (HCM): The U.S. Payroll Services market is estimated at USD 8.44 billion in 2025, growing to USD 8.91 billion in 2026, and forecast to reach USD 11.61 billion by 2031. The U.S. HR & Payroll Software market was valued at USD 20.9 billion in 2024 and is projected to reach USD 29.2 billion by 2032. The U.S. Human Capital Management market size was USD 6.1 billion in 2024 and is expected to reach USD 9.5 billion by 2033.
- Property and Casualty Insurance: The United States property and casualty insurance market size is estimated at USD 1.10 trillion in 2025 and is projected to reach USD 1.33 trillion by 2030. Another source indicates the U.S. market is projected to reach USD 758.71 billion by 2026.
- Retirement and Investment Services: The U.S. retirement market assets were roughly $36 trillion as of 2024 and are projected to grow to $52 trillion by the end of the decade. Individual Retirement Account (IRA) assets alone reached $13.5 trillion in 2024. The United States Pension Funds Market was valued at USD 6.12 trillion in 2024 and is expected to reach USD 10.24 trillion by 2030.
National Practices
- Information Technology Managed Networking and Hardware (IT Managed Services): The U.S. Managed Services Market size was estimated at USD 79.17 billion in 2023, expected to reach USD 88.13 billion in 2024, and projected to reach USD 183.47 billion by 2030. The U.S. Managed Network Services market generated around USD 21.91 billion in revenue in 2024. The broader U.S. IT Services market size was estimated at USD 441.71 billion in 2024 and is anticipated to reach USD 1,009.99 billion by 2035.
- Healthcare Consulting Services: (See above under Financial Services for details on this market.)
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CBIZ (CBZ) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives aimed at expanding its service offerings, client base, and operational efficiency.
The key drivers include:
* Strategic Acquisitions and Integration: CBIZ has historically grown through strategic acquisitions, with the Marcum LLP non-attest business acquisition significantly contributing to revenue growth in 2025. The company plans to continue disciplined M&A activity, targeting "tuck-in acquisitions" that enhance capabilities and margins, while also focusing on the successful integration of acquired businesses to realize synergies and leverage greater scale.
* Cross-selling Integrated Services: CBIZ's business model emphasizes providing a comprehensive suite of integrated financial, insurance, and advisory services. By fostering cross-selling opportunities across its segments, the company aims to deepen existing client relationships, increase "wallet share," and improve client retention by offering holistic solutions to middle-market businesses.
* Organic Growth in Core Practices: Beyond acquisitions, CBIZ is committed to generating organic revenue growth within its core accounting, tax, and advisory practices. Management expects to resume reporting organic growth metrics in 2026, anticipating an easing of previous headwinds and a renewed focus on leveraging its enhanced scale and market positioning.
* Investment in Technology, AI, and Automation/Offshoring: CBIZ is strategically investing in technology, including artificial intelligence (AI), automation, and expanding its offshoring capabilities, to improve operational efficiencies, enhance client insights, and streamline service delivery. These investments are anticipated to drive both organic growth and margin expansion by optimizing workflows and reducing unit costs.
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Share Repurchases
- CBIZ has a long-running share repurchase program, with the Board of Directors authorizing the repurchase of up to 5 million shares through March 31, 2027, as of February 2026. This authorization replaced a similar one from February 2025.
- In 2025, CBIZ repurchased 2.5 million shares for $168 million.
- The company's annual share buybacks in 2023 amounted to $65.378 million.
Share Issuance
- The acquisition of Marcum LLP, which closed in November 2024, involved a cash-and-stock transaction valued at approximately $2.3 billion, with approximately half of the consideration paid in shares of CBIZ common stock.
- In the nine months ended September 30, 2021, approximately 66 thousand shares of common stock were issued as payment for contingent consideration related to prior acquisitions.
Outbound Investments
- CBIZ completed its largest acquisition in company history in November 2024 by acquiring the non-attest business of Marcum LLP for approximately $2.3 billion in a cash-and-stock deal. This acquisition is expected to significantly boost CBIZ's combined annual revenue to approximately $2.8 billion.
- CBIZ has a history of strategic acquisitions, with an average of two per year between 2020 and 2025, including CompuData in March 2024.
Capital Expenditures
- CBIZ's estimated capital expenditures for 2025 are projected to be between $20 million and $25 million, with $5 million incurred in the first quarter of 2025.
- Capital expenditures were $23 million in 2023, $13 million in 2024, and $17 million in 2025.
- The company has focused investments on national tax and assurance quality resources, a transformation and innovation team, increased offshore resources in India and the Philippines, and the launch of CBIZ Vertical Vector AI.
Peer Outperformance in Diversified Support Services
CBZ has outperformed 68% of its 31 Diversified Support Services peers over 5Y. Diversified Support Services ranks 10th of 23 industries in Industrials by median 5Y return.
Share of Diversified Support Services constituents that CBZ has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
33%
of 36 industry peers · -16.9% return
3Y
31%
of 32 industry peers · -1.1% return
5Y
68%
of 31 industry peers · 61.2% return
No Diversified Support Services peer with a comparable growth profile has beaten CBZ by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Diversified Support Services is CBZ's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 17.2% | 124.4% | 193.4% | CDNL 3080% · STRL 2085% · FIX 2070% |
| Marine Transportation | 4 | 55.3% | 59.7% | 147.2% | MATX 200% · KEX 151% · SFL 143% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 11.0% | 64.0% | 112.4% | CAT 318% · ALSN 269% · WAB 240% |
| Aerospace & Defense | 55 | 1.5% | 59.6% | 78.9% | ATI 1069% · DFNS 899% · FTAI 891% |
| Passenger Ground Transportation | 3 | -11.1% | 68.8% | 61.3% | UBER 89% · CAR 61% · LYFT -64% |
| Industrial Machinery & Supplies & Components | 71 | 8.4% | 50.0% | 50.8% | CRS 1429% · PSIX 881% · GHM 673% |
| Rail Transportation | 7 | 33.3% | 74.3% | 48.2% | FSTR 116% · CSX 65% · UNP 56% |
| Cargo Ground Transportation | 16 | 37.3% | 10.3% | 41.1% | XPO 256% · R 244% · CVLG 223% |
| Trading Companies & Distributors | 18 | 3.1% | 36.2% | 30.9% | DXPE 519% · AIT 286% · URI 203% |
| Diversified Support Services ← | 32 | 10.5% | 30.5% | 30.3% | LIME 4821% · TH 382% · WLFC 342% |
| Electrical Components & Equipment | 41 | 25.7% | 52.0% | 24.3% | POWL 2323% · BE 917% · ELVA 869% |
| Building Products | 33 | -10.5% | 10.8% | 20.4% | LMB 418% · GFF 393% · PPIH 289% |
| Office Services & Supplies | 10 | 15.6% | 23.4% | 3.0% | PBI 178% · TILE 164% · EBF 55% |
| Environmental & Facilities Services | 28 | -9.7% | 20.0% | 0.4% | CECO 850% · ADUR 616% · NVRI 334% |
| Research & Consulting Services | 13 | -9.4% | -18.6% | -2.5% | HURN 221% · CRAI 97% · GRNQ 37% |
| Industrial Conglomerates | 18 | 17.4% | 16.0% | -3.7% | RCMT 723% · CSW 137% · TTI 115% |
| Agricultural & Farm Machinery | 17 | -1.6% | -7.8% | -18.2% | BLBD 180% · DE 75% · GENC 64% |
| Data Processing & Outsourced Services | 6 | -29.1% | -9.7% | -23.9% | EXLS 58% · BR 17% · G -22% |
| Passenger Airlines | 11 | 6.2% | -3.0% | -27.5% | LTM 2297% · UAL 136% · SKYW 104% |
| Human Resource & Employment Services | 22 | 10.6% | -17.7% | -36.6% | BBSI 89% · ADP 52% · KFY 30% |
| Air Freight & Logistics | 12 | -10.1% | -21.3% | -37.0% | CHRW 88% · FDX 71% · EXPD 62% |
| Security & Alarm Services | 10 | -36.5% | -14.7% | -44.7% | CIX 107% · MG 93% · BCO 47% |
| Airport Services | 3 | -69.4% | -71.1% | -57.4% | JOBY -44% · ASLE -57% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| CBIZ Earnings Notes | 12/28/2026 | |
| How Low Can CBIZ Stock Really Go? | 10/17/2025 | |
| Better Bet Than CBZ Stock: Pay Less Than CBIZ To Get More From SMCI, PR | 08/12/2025 | |
| Why CBIZ Stock Moved: CBZ Stock Has Lost 36% Since 2024 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S) | 08/08/2025 | |
| CBZ Dip Buy Analysis | 07/10/2025 | |
| CBIZ (CBZ) Valuation Ratios Comparison | 05/15/2025 | |
| CBIZ Total Shareholder Return (TSR): 30.7% in 2024 and ...% 3-yr compounded annual returns (below peer average) | 03/07/2025 | |
| Time To Buy CBIZ Stock? | 02/28/2025 | |
| ARTICLES | ||
| Stocks Trading At 52-Week Low | 02/14/2026 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 71.03 |
| Mkt Cap | 22.1 |
| Rev LTM | 6,961 |
| Op Inc LTM | 1,302 |
| FCF LTM | 1,051 |
| FCF 3Y Avg | 562 |
| CFO LTM | 2,051 |
| CFO 3Y Avg | 2,170 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.0% |
| Rev Chg 3Y Avg | 5.7% |
| Rev Chg Q | 3.2% |
| QoQ Delta Rev Chg LTM | 0.9% |
| Op Inc Chg LTM | 0.4% |
| Op Inc Chg 3Y Avg | 4.8% |
| Op Mgn LTM | 14.7% |
| Op Mgn 3Y Avg | 22.5% |
| QoQ Delta Op Mgn LTM | -0.5% |
| CFO/Rev LTM | 25.1% |
| CFO/Rev 3Y Avg | 27.5% |
| FCF/Rev LTM | 13.3% |
| FCF/Rev 3Y Avg | 7.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Financial Services | 2,301 | 1,363 | 1,161 | 1,010 | 734 |
| Benefits and Insurance Services | 410 | 401 | 383 | 358 | 332 |
| National Practices | 47 | 50 | 48 | 44 | 39 |
| Corporate and Other | 0 | ||||
| Total | 2,758 | 1,813 | 1,591 | 1,412 | 1,105 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Financial Services | 186 | 160 | 126 | 105 | 101 |
| Benefits and Insurance Services | 72 | 68 | 61 | 49 | 50 |
| National Practices | 5 | 5 | 4 | 4 | 3 |
| Corporate and Other | -97 | -64 | -118 | -65 | -74 |
| Total | 165 | 168 | 73 | 92 | 81 |
Price Behavior
Price Behavior
| Market Price | $54.67 | |
| Market Cap ($ Bil) | 3.4 | |
| First Trading Date | 04/27/1995 | |
| Distance from 52W High | -16.9% | |
| 50 Days | 200 Days | |
| DMA Price | $45.14 | $39.58 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 21.1% | 38.1% |
| 3M | 1YR | |
| Volatility | 57.2% | 54.8% |
| Downside Capture | -197.92 | 6.75 |
| Upside Capture | 69.35 | -16.09 |
| Correlation (SPY) | -25.5% | -4.9% |
CBZ Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -2.90 | -1.28 | -1.50 | -0.71 | -0.09 | 0.51 |
| Up Beta | -3.27 | -1.82 | -2.27 | -1.43 | -0.79 | 0.42 |
| Down Beta | -5.71 | -1.75 | -1.27 | -0.59 | 0.02 | 0.43 |
| Up Capture | 255% | 83% | 26% | -0% | -4% | 25% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 13 | 24 | 36 | 68 | 119 | 400 |
| Down Capture | -750% | -314% | -405% | -131% | 48% | 87% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 9 | 19 | 27 | 58 | 132 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CBZ | |
|---|---|---|---|---|
| CBZ | -16.0% | 54.7% | -0.13 | - |
| Sector ETF (XLI) | 18.0% | 17.0% | 0.80 | -14.5% |
| Equity (SPY) | 20.6% | 12.8% | 1.19 | -4.9% |
| Gold (GLD) | 35.6% | 28.8% | 1.05 | -23.1% |
| Commodities (DBC) | 40.3% | 20.3% | 1.55 | -0.8% |
| Real Estate (VNQ) | 11.0% | 13.7% | 0.52 | 14.9% |
| Bitcoin (BTCUSD) | -29.7% | 43.6% | -0.69 | 3.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CBZ | |
|---|---|---|---|---|
| CBZ | 10.6% | 36.2% | 0.36 | - |
| Sector ETF (XLI) | 13.5% | 17.6% | 0.59 | 29.8% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 30.6% |
| Gold (GLD) | 20.5% | 18.7% | 0.89 | -11.3% |
| Commodities (DBC) | 11.0% | 19.6% | 0.44 | 3.6% |
| Real Estate (VNQ) | 2.2% | 18.9% | 0.01 | 35.3% |
| Bitcoin (BTCUSD) | 11.0% | 52.7% | 0.39 | 14.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CBZ | |
|---|---|---|---|---|
| CBZ | 16.9% | 32.0% | 0.56 | - |
| Sector ETF (XLI) | 13.7% | 20.0% | 0.60 | 45.8% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 44.0% |
| Gold (GLD) | 12.6% | 16.3% | 0.64 | -8.0% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | 13.2% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 44.9% |
| Bitcoin (BTCUSD) | 63.6% | 66.1% | 1.03 | 13.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/28/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | 17.6% | 17.9% | 17.2% |
| 4/29/2026 | -8.0% | -10.6% | 0.1% |
| 2/25/2026 | 16.6% | 5.1% | -1.5% |
| 10/29/2025 | 3.1% | 8.2% | -5.3% |
| 7/30/2025 | -19.7% | -18.6% | -15.3% |
| 4/24/2025 | -14.0% | -11.8% | -6.5% |
| 2/26/2025 | -5.2% | -11.5% | -12.9% |
| 10/29/2024 | 6.3% | 6.4% | 24.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 14 | 15 |
| # Negative | 13 | 10 | 9 |
| Median Positive | 2.5% | 5.5% | 4.8% |
| Median Negative | -3.6% | -9.7% | -5.3% |
| Max Positive | 17.6% | 17.9% | 24.1% |
| Max Negative | -19.7% | -18.6% | -17.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | 17.6% | 17.9% | 17.2% |
| 4/29/2026 | -8.0% | -10.6% | 0.1% |
| 2/25/2026 | 16.6% | 5.1% | -1.5% |
| 10/29/2025 | 3.1% | 8.2% | -5.3% |
| 7/30/2025 | -19.7% | -18.6% | -15.3% |
| 4/24/2025 | -14.0% | -11.8% | -6.5% |
| 2/26/2025 | -5.2% | -11.5% | -12.9% |
| 10/29/2024 | 6.3% | 6.4% | 24.1% |
| 7/31/2024 | -19.3% | -18.4% | -17.7% |
| 4/25/2024 | -3.6% | -8.9% | 0.2% |
| 2/15/2024 | 1.7% | 7.3% | 8.0% |
| 10/26/2023 | -1.4% | 5.9% | 14.3% |
| 7/27/2023 | -3.8% | 1.3% | 0.1% |
| 4/28/2023 | -0.1% | -6.0% | -4.9% |
| 2/17/2023 | 6.0% | 7.9% | 1.1% |
| 10/28/2022 | 2.5% | -4.2% | 0.7% |
| 7/29/2022 | 1.3% | -1.6% | -0.6% |
| 4/29/2022 | -1.6% | -4.7% | -3.1% |
| 2/18/2022 | -1.4% | 0.5% | 4.8% |
| 10/29/2021 | -0.3% | 8.0% | 1.5% |
| 7/30/2021 | 2.5% | 3.2% | 7.5% |
| 2/19/2021 | -1.5% | 2.8% | 8.4% |
| 11/2/2020 | 2.2% | 3.4% | 7.9% |
| 8/3/2020 | 2.3% | 3.1% | 0.6% |
| SUMMARY STATS | |||
| # Positive | 11 | 14 | 15 |
| # Negative | 13 | 10 | 9 |
| Median Positive | 2.5% | 5.5% | 4.8% |
| Median Negative | -3.6% | -9.7% | -5.3% |
| Max Positive | 17.6% | 17.9% | 24.1% |
| Max Negative | -19.7% | -18.6% | -17.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 04/30/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 04/25/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/25/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 04/30/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 04/25/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/25/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 05/02/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 10/29/2021 | 10-Q |
| 06/30/2021 | 07/30/2021 | 10-Q |
| 03/31/2021 | 04/30/2021 | 10-Q |
| 12/31/2020 | 02/26/2021 | 10-K |
| 09/30/2020 | 11/02/2020 | 10-Q |
| 06/30/2020 | 08/03/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 02/26/2020 | 10-K |
| 09/30/2019 | 11/01/2019 | 10-Q |
Insider Activity
Updated 5/19/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lakhia, Brad S | Senior Vice President & CFO | Direct | Buy | 3172026 | 25.97 | 12,775 | 331,719 | 3,855,475 | Form |
| 2 | Young, Rodney A | Direct | Buy | 3172026 | 26.05 | 1,000 | 26,055 | 242,572 | Form | |
| 3 | Wiley, Benaree Pratt | trust | Sell | 3112026 | 26.39 | 17,956 | 473,913 | 475,074 | Form | |
| 4 | Wiley, Benaree Pratt | trust | Sell | 12042025 | 49.54 | 8,288 | 410,612 | 1,781,368 | Form | |
| 5 | Lakhia, Brad S | Senior Vice President & CFO | Direct | Buy | 12012025 | 48.51 | 2,060 | 99,931 | 1,968,730 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lakhia, Brad S | Senior Vice President & CFO | Direct | Buy | 3172026 | 25.97 | 12,775 | 331,719 | 3,855,475 | Form |
| 2 | Young, Rodney A | Direct | Buy | 3172026 | 26.05 | 1,000 | 26,055 | 242,572 | Form | |
| 3 | Wiley, Benaree Pratt | trust | Sell | 3112026 | 26.39 | 17,956 | 473,913 | 475,074 | Form | |
| 4 | Wiley, Benaree Pratt | trust | Sell | 12042025 | 49.54 | 8,288 | 410,612 | 1,781,368 | Form | |
| 5 | Lakhia, Brad S | Senior Vice President & CFO | Direct | Buy | 12012025 | 48.51 | 2,060 | 99,931 | 1,968,730 | Form |
| 6 | Young, Rodney A | Direct | Buy | 8122025 | 62.43 | 2,000 | 124,860 | 518,793 | Form | |
| 7 | Lakhia, Brad S | Senior Vice President & CFO | Direct | Buy | 8052025 | 62.78 | 1,593 | 100,014 | 2,418,668 | Form |
Investor Activity (13F)
Updated Aug 28, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Diversified Support Services Resources |
| Facilities Management Journal (FMJ) |
| Supply Chain Brain |
| Corporate Services News |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 8/27/2026