Rep. Josh Gottheimer Sells CBIZ, Inc. (NYSE:CBZ) Shares

Key Points

• Rep. Josh Gottheimer sold between $1,001 and $15,000 of CBIZ (NYSE:CBZ) stock on March 5 through his "MORGAN STANLEY - SELECT UMA ACCOUNT # 1", part of several small buy/sell trades he made in March.
• CBIZ recently missed quarterly EPS and revenue expectations, trades around $27.61 (12‑month range $24.29–$80.65), and issued FY2026 guidance of 3.75–3.85 EPS versus analysts' consensus of 2.65.
• CFO Brad S. Lakhia bought 12,775 shares at $25.97 on March 13 (a 9.41% increase in his stake), while institutional ownership stands at about 87% with large new stakes from firms like Durable Capital and 22C Capital.

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):

• Sold $1,001 - $15,000 in shares of ENN Energy OTCMKTS: XNGSY on 3/24/2026.
• Sold $1,001 - $15,000 in shares of Crown Castle NYSE: CCI on 3/24/2026.
• Purchased $1,001 - $15,000 in shares of Fabrinet NYSE: FN on 3/24/2026.
• Sold $1,001 - $15,000 in shares of Intapp NASDAQ: INTA 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 La-Z-Boy NYSE: LZB 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 Infineon Technologies OTCMKTS: IFNNY 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 Stock Performance

NYSE:CBZ opened at $27.61 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.79. The firm has a 50-day moving average price of $29.20 and a two-hundred day moving average price of $43.80. CBIZ, Inc. has a twelve month low of $24.29 and a twelve month high of $80.65. The company has a market capitalization of $1.51 billion, a P/E ratio of 15.60, a price-to-earnings-growth ratio of 0.52 and a beta of 0.93.

CBIZ (NYSE:CBZ - Get Free Report) last posted its earnings results on Wednesday, February 25th. The business services provider reported ($0.70) earnings per share for the quarter, missing the consensus estimate of ($0.66) by ($0.04). CBIZ had a net margin of 4.19% and a return on equity of 12.23%. The business had revenue of $542.66 million for the quarter, compared to analysts' expectations of $578.02 million. During the same quarter last year, the business posted ($0.20) earnings per share. The business's 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. As a group, research analysts expect that CBIZ, Inc. will post 2.65 earnings per share for the current fiscal year.

Institutional Investors Weigh In On CBIZ

Hedge funds and other institutional investors have recently modified their holdings of the company. Durable Capital Partners LP purchased a new stake in CBIZ in the third quarter valued at approximately $207,872,000. 22C Capital LLC purchased a new stake in CBIZ in the fourth quarter valued at approximately $161,554,000. Bank of Montreal Can purchased a new stake in CBIZ in the fourth quarter valued at approximately $113,596,000. SG Americas Securities LLC purchased a new stake in CBIZ in the fourth quarter valued at approximately $35,653,000. Finally, Sunriver Management LLC purchased a new stake in CBIZ in the third quarter valued at approximately $31,605,000. 87.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Zacks Research upgraded shares of CBIZ from a "strong sell" rating to a "hold" rating in a report on Friday, March 27th. Weiss Ratings restated a "sell (d+)" rating on shares of CBIZ in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft assumed coverage on shares of CBIZ in a report on Monday, January 12th. They set a "hold" rating and a $60.00 target price for the company. BMO Capital Markets began coverage on shares of CBIZ in a report on Monday, March 30th. They set an "outperform" rating and a $33.00 target price for the company. Finally, CJS Securities upgraded shares of CBIZ to a "strong-buy" rating in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $46.50.

Insider Transactions at CBIZ

In related news, CFO Brad S. Lakhia bought 12,775 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was purchased 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 4.95% 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.

About CBIZ

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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