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

Representative Josh Gottheimer (D-New Jersey) recently sold shares of CBIZ, Inc. NYSE: CBZ. In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in CBIZ stock on April 9th. 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 RTX NYSE: RTX on 4/23/2025.
• Purchased $1,001 - $15,000 in shares of Cheniere Energy NYSE: LNG on 4/22/2025.
• Purchased $1,001 - $15,000 in shares of Techtronic Industries OTCMKTS: TTNDY on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Tri Pointe Homes NYSE: TPH on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk NYSE: TLK on 4/21/2025.
• Sold $1,001 - $15,000 in shares of KKR & Co. Inc. NYSE: KKR on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of D.R. Horton NYSE: DHI on 4/21/2025.
• Purchased $1,001 - $15,000 in shares of Home Depot NYSE: HD on 4/21/2025.
• Sold $1,001 - $15,000 in shares of Hillman Solutions NASDAQ: HLMN on 4/17/2025.
• Sold $1,001 - $15,000 in shares of AbbVie NYSE: ABBV on 4/17/2025.

CBIZ Stock Performance

NYSE CBZ traded down $0.62 on Wednesday, hitting $72.98. 46,691 shares of the company's stock were exchanged, compared to its average volume of 345,219. The firm has a market cap of $3.97 billion, a price-to-earnings ratio of 30.92 and a beta of 0.91. The firm's 50-day moving average price is $73.35 and its two-hundred day moving average price is $78.46. CBIZ, Inc. has a fifty-two week low of $62.66 and a fifty-two week high of $90.13. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.49 and a quick ratio of 1.49.

CBIZ (NYSE:CBZ - Get Free Report) last announced its quarterly earnings data on Thursday, April 24th. The business services provider reported $2.29 earnings per share for the quarter, topping analysts' consensus estimates of $2.11 by $0.18. The firm had revenue of $838.01 million for the quarter, compared to analyst estimates of $860.25 million. CBIZ had a return on equity of 15.12% and a net margin of 7.08%. CBIZ's quarterly revenue was up 69.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.54 earnings per share. On average, research analysts expect that CBIZ, Inc. will post 2.65 EPS for the current year.

Insider Activity

In related news, Director Benaree Pratt Wiley sold 6,526 shares of CBIZ stock in a transaction that occurred on Thursday, March 6th. The stock was sold at an average price of $71.75, for a total transaction of $468,240.50. Following the completion of the transaction, the director now directly owns 41,759 shares in the company, valued at $2,996,208.25. The trade was a 13.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 4.95% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. StockNews.com cut shares of CBIZ from a "hold" rating to a "sell" rating in a research note on Tuesday, February 25th. William Blair restated an "outperform" rating on shares of CBIZ in a research report on Friday, April 25th.

Hedge Funds Weigh In On CBIZ

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Quarry LP purchased a new position in shares of CBIZ in the first quarter valued at $26,000. MAI Capital Management grew its stake in CBIZ by 243.9% in the 1st quarter. MAI Capital Management now owns 423 shares of the business services provider's stock valued at $32,000 after acquiring an additional 300 shares during the last quarter. Whittier Trust Co. purchased a new position in CBIZ during the 1st quarter valued at about $34,000. McIlrath & Eck LLC raised its position in CBIZ by 193.2% during the fourth quarter. McIlrath & Eck LLC now owns 557 shares of the business services provider's stock worth $46,000 after acquiring an additional 367 shares during the last quarter. Finally, Smartleaf Asset Management LLC lifted its holdings in shares of CBIZ by 75.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 644 shares of the business services provider's stock valued at $53,000 after purchasing an additional 276 shares in the last quarter. 87.44% of the stock is owned by institutional investors and hedge funds.

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 provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services.