CBIZ Q4 Earnings Miss Expectations, Revenue Growth Falls Short
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Should l Buy CBZ?
Source: seekingalpha
CBIZ Inc's stock fell by 10.35% as it crossed below the 5-day SMA, reflecting investor concerns following disappointing earnings results.
The company reported a Q4 Non-GAAP EPS of -$0.70, missing expectations by $0.04, which raises concerns about profitability. Additionally, revenue grew by 17.9% year-over-year to $542.67 million but fell short of expectations by $35.35 million, indicating challenges from market competition and customer demand fluctuations. The 2026 financial outlook remains cautious, with projected revenue between $2.8 billion and $2.9 billion, and adjusted EPS expectations between $3.75 and $3.85, although achieving these targets is uncertain.
These results may undermine investor confidence, leading to a significant drop in stock price as the market reacts to the company's performance and outlook.
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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: 27.010
Low
60.00
Averages
60.00
High
60.00
Current: 27.010
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.
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See More
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- Indirect Sale Details: On March 10, 2026, CBIZ Director Benaree Pratt Wiley indirectly sold 17,956 shares through a trust for approximately $474,000, representing 45.70% of her total pre-transaction holdings, indicating a significant reduction in her stake.
- Holding Structure Analysis: The transaction was entirely trust-based, leaving Wiley's direct holdings unaffected, as she retains 3,336 direct shares and 18,000 indirect shares, suggesting her long-term investment strategy in CBIZ remains intact.
- Market Reaction and Context: With CBIZ shares down over 60% in the past year, this sale could be interpreted as a defensive move; however, the transaction's structure and Wiley's gradual reduction trajectory may exaggerate market reactions.
- Investor Advisory: Before investing in CBIZ, investors should note that The Motley Fool's analyst team has identified other 10 stocks for potential investment, excluding CBIZ, reflecting a cautious outlook on its future performance.
See More
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- Director Selling Details: On March 10, 2026, CBIZ Director Benaree Pratt Wiley sold 17,956 shares indirectly for approximately $474,000, representing 45.7% of her total holdings, which is significantly higher than historical medians of 12.2% to 17.42%.
- Holding Structure Analysis: The transaction was conducted entirely through a trust, leaving Wiley's direct holdings unchanged at 3,336 shares, indicating that her direct investment in CBIZ remains unaffected and suggesting that the sale was primarily for trust management purposes.
- Future Holding Outlook: After the sale, Wiley retains 21,336 shares of CBIZ, valued at approximately $560,000, and despite the significant reduction in her holding percentage, her total ownership still represents about 0.04% of the company's outstanding shares.
- Market Reaction and Investor Interpretation: With CBIZ shares down over 60% in the past year, this insider sale could be perceived as a defensive move; however, due to the transaction's structure and Wiley's long-term selling trend, investors should interpret this cautiously and avoid overreacting.
See More
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- Strong Performance: China Yuchai International (CYD) receives a quant rating of 4.84, suggesting enhanced competitiveness in the market, which could drive its stock price up and boost market confidence.
- Low Rating Warning: Terrestrial Energy (IMSR) is rated at 1.03, categorized as a Strong Sell, reflecting weak fundamentals, prompting investors to exercise caution regarding its future performance.
- Market Trends: As the earnings season concludes, investors are focusing on changes in quant ratings, which may influence investment strategies for small-cap stocks, especially amid increasing economic uncertainty.
See More
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- Disappointing Earnings: CBIZ reported a Q4 Non-GAAP EPS of -$0.70, missing expectations by $0.04, indicating challenges in profitability that could undermine investor confidence.
- Weak Revenue Growth: Revenue increased by 17.9% year-over-year to $542.67 million, yet fell short of expectations by $35.35 million, reflecting intensified market competition and fluctuating customer demand.
- 2026 Financial Outlook: The company projects total revenue for 2026 to be between $2.8 billion and $2.9 billion, showing cautious optimism for growth compared to $2.76 billion in 2025.
- Adjusted Profitability Metrics: Expected adjusted EPS for 2026 is between $3.75 and $3.85, with adjusted EBITDA projected at $450 million to $460 million, although achieving these targets remains a concern.
See More
