CBIZ (CBZ) reported second-quarter revenue of $682.2 million for the period ended June 30, 2026, down 0.2% from a year earlier. Net income was $18.6 million, compared with $41.9 million, and diluted earnings per share were $0.31, compared with $0.66.
For the first half of 2026, total revenue was $1.53 billion, up 0.6%, while net income rose 4.1% to $171.4 million. CBIZ also said Grant Thornton, backed by New Mountain Capital, agreed to acquire the company in an all-cash transaction valued at $5.0 billion, or $55.00 per share.
- Second-quarter Financial Services revenue was $580.3 million, down from $581.6 million a year earlier.
- Benefits and Insurance Services revenue was $101.9 million in the quarter.
- First-half operating cash flow was $122.2 million, compared with $24.9 million a year earlier.
- The Grant Thornton transaction is expected to close in the fourth quarter of 2026, subject to shareholder and regulatory approvals and other closing conditions.
- CBIZ will not hold an earnings conference call or webcast, withdrew fiscal 2026 guidance and suspended further updates.
$CBZ Insider Trading Activity
$CBZ insiders have traded $CBZ stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CBZ stock by insiders over the last 6 months:
- BRAD S. LAKHIA (Senior Vice President & CFO) purchased 12,775 shares for an estimated $331,719
- RODNEY A YOUNG purchased 1,000 shares for an estimated $26,055
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CBZ Hedge Fund Activity
We have seen 140 institutional investors add shares of $CBZ stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,914,541 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $78,255,425
- DURABLE CAPITAL PARTNERS LP removed 1,631,969 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $43,818,367
- BANK OF MONTREAL /CAN/ added 1,256,256 shares (+55.8%) to their portfolio in Q1 2026, for an estimated $33,730,473
- MORGAN STANLEY removed 1,242,730 shares (-38.2%) from their portfolio in Q1 2026, for an estimated $33,367,300
- CAPITAL WORLD INVESTORS removed 919,902 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,699,368
- ALLIANCEBERNSTEIN L.P. added 848,052 shares (+1572.8%) to their portfolio in Q1 2026, for an estimated $22,770,196
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 803,320 shares (-82.2%) from their portfolio in Q1 2026, for an estimated $21,569,142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CBZ Congressional Stock Trading
Members of Congress have traded $CBZ stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CBZ stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/30.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/06 and 1 sale worth up to $15,000 on 03/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
