Premier Fund Managers Exits CBIZ Completely
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Fool
- Share Sale Overview: Premier Fund Managers Ltd sold all 614,524 shares of CBIZ in Q1 2026, with an estimated transaction value of $21.68 million, reflecting a cautious outlook on the company's future prospects.
- Financial Performance Analysis: Despite a 60% decline in CBIZ's stock price over the past year, the company reported a 1.3% year-over-year revenue increase to $848.6 million and a significant 31.6% rise in net income to $161.6 million, demonstrating operational resilience.
- Management's Optimistic Outlook: CEO Jerry Grisko indicated that organic growth improved in Q1, raising the 2026 adjusted EPS forecast to $4.00-$4.10, which reflects management's confidence in future performance.
- Capital Repurchase Strategy: By the end of April, CBIZ had repurchased approximately 2 million shares for about $63 million, while also targeting over $50 million in cumulative synergies from the Marcum integration, indicating efforts to optimize its capital structure.
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Analyst Views on CBZ
Wall Street analysts forecast CBZ stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 32.320
Low
60.00
Averages
60.00
High
60.00
Current: 32.320
Low
60.00
Averages
60.00
High
60.00
About CBZ
CBIZ, Inc. is a professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. It also maintains a cyber risk management program.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Premier Fund Managers Exits CBIZ Completely
- Share Sale Overview: Premier Fund Managers Ltd sold all 614,524 shares of CBIZ in Q1 2026, with an estimated transaction value of $21.68 million, reflecting a cautious outlook on the company's future prospects.
- Financial Performance Analysis: Despite a 60% decline in CBIZ's stock price over the past year, the company reported a 1.3% year-over-year revenue increase to $848.6 million and a significant 31.6% rise in net income to $161.6 million, demonstrating operational resilience.
- Management's Optimistic Outlook: CEO Jerry Grisko indicated that organic growth improved in Q1, raising the 2026 adjusted EPS forecast to $4.00-$4.10, which reflects management's confidence in future performance.
- Capital Repurchase Strategy: By the end of April, CBIZ had repurchased approximately 2 million shares for about $63 million, while also targeting over $50 million in cumulative synergies from the Marcum integration, indicating efforts to optimize its capital structure.
See More
U.S. Producer Price Index Surges, Impacting Stocks
- Producer Price Surge: The U.S. Bureau of Labor Statistics reported a 1.4% month-over-month increase in the Producer Price Index (PPI) for April, marking the largest rise since March 2022, with a 6% annual increase, indicating persistent inflationary pressures that may lead companies to pass costs onto consumers, thereby affecting market confidence.
- Market Reaction: Following the PPI data, stocks such as Everforth (NYSE:EFOR) fell by 5%, Amdocs (NASDAQ:DOX) by 4.4%, Booz Allen Hamilton (NYSE:BAH) by 4.9%, and Broadridge (NYSE:BR) by 5.1%, reflecting investor concerns about the future economic outlook.
- Broadridge Stock Volatility: Broadridge has only experienced three moves greater than 5% in the past year, and today's decline indicates that the market is sensitive to the PPI data, although it may not fundamentally alter perceptions of the business.
- Long-term Performance Review: Broadridge is down 36.3% year-to-date, trading at $140.52, which is 47.4% below its 52-week high of $266.89, indicating a waning investor confidence in its future growth prospects.
See More
Wall Street's Bullish Outlook on Stocks
- Icahn Enterprises Sell Recommendation: Icahn Enterprises (NASDAQ: IEP) has seen a 4.6% annual sales decline over the past two years, indicating unfavorable market trends, while flat earnings per share have lagged peers, leading to a stock price of $8.21 and a low price-to-sales ratio of 0.5, suggesting investors should consider selling.
- CBIZ Buy Potential: CBIZ (NYSE: CBZ) achieved a remarkable 30.3% annual revenue growth over the last two years, indicating increased market share, while its earnings per share compounded at 22.9% annually, and a 7% free cash flow margin reduces reliance on external capital, with a current stock price of $29.67 and a forward P/E of 7.2.
- TPG Investment Opportunity: TPG (NASDAQ: TPG) has recorded a 23.6% annual revenue growth over the past five years, with earnings per share increasing by 28.8% annually, showcasing strong profitability, and its current stock price of $44 implies a forward P/E of 14.7, indicating noteworthy market performance.
- Market Dynamics Analysis: The current market is rapidly distinguishing quality stocks from overvalued ones, with an AI system identifying several potential high-return stocks, prompting investors to focus on these emerging opportunities to navigate market shifts.
See More
CBIZ Releases Mid-Market Pulse Report Highlighting Key Challenges
- AI Adoption Barriers: The report reveals that 48% of mid-market organizations cite lack of internal expertise as the biggest barrier to expanding AI adoption, indicating that the issue lies not in technology itself but in readiness despite ongoing investments in digital capabilities.
- Widespread Cost Pressures: 73% of organizations report being impacted by labor costs, 68% by technology investments, and 61% by healthcare expenses, highlighting the extensive economic pressures affecting business operations across the board.
- Talent and Culture Priorities: 37% of businesses prioritize talent and culture as top strategic focuses, while 44% identify talent and skills gaps as the leading barrier to execution, underscoring the critical nature of workforce constraints in the current environment.
- Launch of New Solutions: In response to the economic pressures highlighted in the report, CBIZ has introduced Insights. Applied., a suite of solutions designed to help businesses convert data into coordinated actions across operations, tax strategy, and technology to enhance performance.
See More
GatePass Capital Acquires New Position in CBIZ
- New Position Initiation: On May 6, 2026, GatePass Capital, LLC disclosed a new position in CBIZ by acquiring 98,163 shares, with an estimated transaction value of approximately $3.46 million, indicating a strategic interest in the company.
- Position Value Fluctuation: The quarter-end value of the CBIZ position was $2.64 million, reflecting the impact of trading activity and share price movement, which suggests a negative market sentiment towards the stock.
- Disappointing Performance: CBIZ's stock has declined by 56.5% over the past year, and the company reported first-quarter earnings that fell short of analyst expectations, leading management to lower future guidance due to demand uncertainty.
- Valuation Appeal: Despite the pressures, CBIZ's price-to-sales ratio stands at around 0.7x, significantly below its 10-year average of 1.5x, potentially attracting value-minded investors looking for opportunities amidst low valuations.
See More
GatePass Capital Acquires CBIZ Shares Worth $3.46 Million
- Transaction Overview: On May 6, 2026, GatePass Capital, LLC acquired 98,163 shares of CBIZ, with an estimated transaction value of $3.46 million, reflecting a strategic adjustment in the firm's investment approach during the first quarter.
- Asset Management Shift: This trade resulted in CBIZ accounting for 1.23% of GatePass Capital's reportable assets under management, with a quarter-end position value of $2.64 million, indicating the firm's confidence in CBIZ despite recent challenges.
- Market Performance: CBIZ shares have declined by 56.5% over the past year and underperformed the S&P 500 by 85 percentage points, highlighting market concerns regarding its future growth prospects amid disappointing earnings.
- Valuation Appeal: Despite recent poor performance, CBIZ's price-to-sales ratio has dropped to 0.7x, significantly below its 10-year average of 1.5x, which may attract value investors, although analysts remain cautious about its outlook.
See More
Premier Fund Managers Exits CBIZ Completely
- Share Sale Overview: Premier Fund Managers Ltd sold all 614,524 shares of CBIZ in Q1 2026, with an estimated transaction value of $21.68 million, reflecting a cautious outlook on the company's future prospects.
- Financial Performance Analysis: Despite a 60% decline in CBIZ's stock price over the past year, the company reported a 1.3% year-over-year revenue increase to $848.6 million and a significant 31.6% rise in net income to $161.6 million, demonstrating operational resilience.
- Management's Optimistic Outlook: CEO Jerry Grisko indicated that organic growth improved in Q1, raising the 2026 adjusted EPS forecast to $4.00-$4.10, which reflects management's confidence in future performance.
- Capital Repurchase Strategy: By the end of April, CBIZ had repurchased approximately 2 million shares for about $63 million, while also targeting over $50 million in cumulative synergies from the Marcum integration, indicating efforts to optimize its capital structure.
See More
U.S. Producer Price Index Surges, Impacting Stocks
- Producer Price Surge: The U.S. Bureau of Labor Statistics reported a 1.4% month-over-month increase in the Producer Price Index (PPI) for April, marking the largest rise since March 2022, with a 6% annual increase, indicating persistent inflationary pressures that may lead companies to pass costs onto consumers, thereby affecting market confidence.
- Market Reaction: Following the PPI data, stocks such as Everforth (NYSE:EFOR) fell by 5%, Amdocs (NASDAQ:DOX) by 4.4%, Booz Allen Hamilton (NYSE:BAH) by 4.9%, and Broadridge (NYSE:BR) by 5.1%, reflecting investor concerns about the future economic outlook.
- Broadridge Stock Volatility: Broadridge has only experienced three moves greater than 5% in the past year, and today's decline indicates that the market is sensitive to the PPI data, although it may not fundamentally alter perceptions of the business.
- Long-term Performance Review: Broadridge is down 36.3% year-to-date, trading at $140.52, which is 47.4% below its 52-week high of $266.89, indicating a waning investor confidence in its future growth prospects.
See More
Wall Street's Bullish Outlook on Stocks
- Icahn Enterprises Sell Recommendation: Icahn Enterprises (NASDAQ: IEP) has seen a 4.6% annual sales decline over the past two years, indicating unfavorable market trends, while flat earnings per share have lagged peers, leading to a stock price of $8.21 and a low price-to-sales ratio of 0.5, suggesting investors should consider selling.
- CBIZ Buy Potential: CBIZ (NYSE: CBZ) achieved a remarkable 30.3% annual revenue growth over the last two years, indicating increased market share, while its earnings per share compounded at 22.9% annually, and a 7% free cash flow margin reduces reliance on external capital, with a current stock price of $29.67 and a forward P/E of 7.2.
- TPG Investment Opportunity: TPG (NASDAQ: TPG) has recorded a 23.6% annual revenue growth over the past five years, with earnings per share increasing by 28.8% annually, showcasing strong profitability, and its current stock price of $44 implies a forward P/E of 14.7, indicating noteworthy market performance.
- Market Dynamics Analysis: The current market is rapidly distinguishing quality stocks from overvalued ones, with an AI system identifying several potential high-return stocks, prompting investors to focus on these emerging opportunities to navigate market shifts.
See More
CBIZ Releases Mid-Market Pulse Report Highlighting Key Challenges
- AI Adoption Barriers: The report reveals that 48% of mid-market organizations cite lack of internal expertise as the biggest barrier to expanding AI adoption, indicating that the issue lies not in technology itself but in readiness despite ongoing investments in digital capabilities.
- Widespread Cost Pressures: 73% of organizations report being impacted by labor costs, 68% by technology investments, and 61% by healthcare expenses, highlighting the extensive economic pressures affecting business operations across the board.
- Talent and Culture Priorities: 37% of businesses prioritize talent and culture as top strategic focuses, while 44% identify talent and skills gaps as the leading barrier to execution, underscoring the critical nature of workforce constraints in the current environment.
- Launch of New Solutions: In response to the economic pressures highlighted in the report, CBIZ has introduced Insights. Applied., a suite of solutions designed to help businesses convert data into coordinated actions across operations, tax strategy, and technology to enhance performance.
See More
GatePass Capital Acquires New Position in CBIZ
- New Position Initiation: On May 6, 2026, GatePass Capital, LLC disclosed a new position in CBIZ by acquiring 98,163 shares, with an estimated transaction value of approximately $3.46 million, indicating a strategic interest in the company.
- Position Value Fluctuation: The quarter-end value of the CBIZ position was $2.64 million, reflecting the impact of trading activity and share price movement, which suggests a negative market sentiment towards the stock.
- Disappointing Performance: CBIZ's stock has declined by 56.5% over the past year, and the company reported first-quarter earnings that fell short of analyst expectations, leading management to lower future guidance due to demand uncertainty.
- Valuation Appeal: Despite the pressures, CBIZ's price-to-sales ratio stands at around 0.7x, significantly below its 10-year average of 1.5x, potentially attracting value-minded investors looking for opportunities amidst low valuations.
See More
GatePass Capital Acquires CBIZ Shares Worth $3.46 Million
- Transaction Overview: On May 6, 2026, GatePass Capital, LLC acquired 98,163 shares of CBIZ, with an estimated transaction value of $3.46 million, reflecting a strategic adjustment in the firm's investment approach during the first quarter.
- Asset Management Shift: This trade resulted in CBIZ accounting for 1.23% of GatePass Capital's reportable assets under management, with a quarter-end position value of $2.64 million, indicating the firm's confidence in CBIZ despite recent challenges.
- Market Performance: CBIZ shares have declined by 56.5% over the past year and underperformed the S&P 500 by 85 percentage points, highlighting market concerns regarding its future growth prospects amid disappointing earnings.
- Valuation Appeal: Despite recent poor performance, CBIZ's price-to-sales ratio has dropped to 0.7x, significantly below its 10-year average of 1.5x, which may attract value investors, although analysts remain cautious about its outlook.
See More
