Capital World Investors Has $48.74 Million Stock Position in CBIZ, Inc. $CBZ

Key Points

• Capital World Investors cut its CBIZ stake by 42.8%, selling 687,922 shares and now holds 920,282 shares worth about $48.74 million (≈1.69% of the company).
• CBIZ missed the quarter—EPS of -$0.70 vs. -$0.66 expected and revenue $542.7M vs. $578.0M—yet the company set FY2026 guidance of $3.75–$3.85 EPS while analysts remain mixed with a consensus price target of $60.
• The stock is trading near its 52-week low (opened $25.57 vs. low $25.44 and high $80.65) and is heavily institutionally owned at 87.44%, signaling significant institutional involvement despite recent weakness.

Capital World Investors cut its holdings in shares of CBIZ, Inc. (NYSE:CBZ - Free Report) by 42.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 920,282 shares of the business services provider's stock after selling 687,922 shares during the period. Capital World Investors owned about 1.69% of CBIZ worth $48,738,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. WCM Investment Management LLC acquired a new position in shares of CBIZ during the 3rd quarter worth $15,011,000. Y Intercept Hong Kong Ltd acquired a new stake in CBIZ in the third quarter valued at about $3,895,000. Campbell & CO Investment Adviser LLC bought a new position in CBIZ in the third quarter valued at about $1,205,000. Montrusco Bolton Investments Inc. grew its position in CBIZ by 18.6% in the third quarter. Montrusco Bolton Investments Inc. now owns 276,821 shares of the business services provider's stock valued at $14,660,000 after acquiring an additional 43,431 shares during the last quarter. Finally, Norges Bank acquired a new position in CBIZ during the second quarter worth about $1,842,000. Institutional investors and hedge funds own 87.44% of the company's stock.

CBIZ Price Performance

Shares of NYSE:CBZ opened at $25.57 on Friday. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.22 and a current ratio of 1.22. CBIZ, Inc. has a 52 week low of $25.44 and a 52 week high of $80.65. The firm has a market cap of $1.41 billion, a PE ratio of 14.45, a price-to-earnings-growth ratio of 0.50 and a beta of 0.94. The firm's fifty day moving average is $37.72 and its 200-day moving average is $48.37.

CBIZ (NYSE:CBZ - Get Free Report) last posted its quarterly earnings data 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). The company had revenue of $542.66 million during the quarter, compared to analyst estimates of $578.02 million. CBIZ had a net margin of 4.19% and a return on equity of 12.23%. The business's revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.20) earnings per share. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. Sell-side analysts predict that CBIZ, Inc. will post 2.65 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on CBZ. CJS Securities upgraded CBIZ to a "strong-buy" rating in a research note on Thursday, December 11th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of CBIZ in a report on Wednesday, January 21st. Zacks Research downgraded CBIZ from a "hold" rating to a "strong sell" rating in a research report on Thursday, February 26th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average price target of $60.00.

CBIZ 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.

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