GatePass Capital Acquires New Position in CBIZ
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy CBZ?
Source: Fool
- 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.
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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: 31.670
Low
60.00
Averages
60.00
High
60.00
Current: 31.670
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.
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
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 New Position in CBIZ
- New Investment Disclosure: On May 6, 2026, GatePass Capital, LLC disclosed a new position in CBIZ (NYSE:CBZ), acquiring 98,163 shares in an estimated $3.46 million trade, reflecting confidence in the company despite its declining stock price.
- Position Proportion Analysis: This acquisition represents 1.23% of GatePass Capital's reportable assets under management, indicating a strategic allocation within its diversified investment portfolio.
- Poor Stock Performance: As of May 5, 2026, CBIZ shares were priced at $31.30, down 56.5% over the past year, significantly underperforming the S&P 500 by 85 percentage points, raising concerns about its future growth prospects.
- Valuation Attractiveness: Despite recent disappointing performance, CBIZ's price-to-sales ratio has dropped to 0.7x, well below the 10-year average of 1.5x, potentially attracting value investors, although analysts remain cautious about its outlook.
See More
CBIZ Reports Mixed Q1 2026 Results, Shares Drop 9.4%
- Earnings Report: CBIZ's adjusted earnings per share for Q1 2026 reached $2.50, exceeding analyst expectations of $2.27, indicating improved profitability; however, total revenue of $848.6 million fell short of the consensus estimate of $853.5 million, highlighting weak revenue growth.
- Market Reaction: Despite the earnings beat, investor concerns over the revenue miss dominated market sentiment, leading to a 9.4% drop in share price during the afternoon session, closing at $30.48, which is an 8.5% decline from the previous close, reflecting the market's heightened focus on top-line growth.
- Stock Volatility: CBIZ shares have experienced 21 moves greater than 5% over the past year, and today's decline is viewed as significant by the market, yet it does not fundamentally alter perceptions of the company's business, indicating cautious sentiment regarding future performance.
- Long-term Performance: Since the beginning of the year, CBIZ's stock has fallen 39.3%, currently trading at $30.83, which is 60.4% below its 52-week high of $77.81 from July 2025, demonstrating a lack of investor confidence in the company's growth prospects.
See More
CBIZ Reports Q1 Earnings Beat with Strong EPS but Revenue Miss
- Earnings Beat: CBIZ's Q1 non-GAAP EPS of $2.50 exceeded expectations by $0.23, indicating strong profitability that may bolster investor confidence in the company's financial health.
- Revenue Miss: The revenue of $849 million, while showing a 1.3% year-over-year increase, fell short of expectations by $4.47 million, highlighting competitive pressures that could impact future growth strategies.
- Market Performance Analysis: In the small-cap industrial stock rankings, CBIZ lagged behind top-rated names like AXT and Chevron, suggesting relative weakness in its market position and the need for strategic adjustments to enhance competitiveness.
- Future Outlook: The company's business model and value proposition in the middle market professional services sector remain under scrutiny, necessitating improved marketing and client relationship management to capture greater market share and drive revenue growth.
See More
Waters Parkerson Increases CBIZ Stake Amid Decline
- Stake Increase: Waters Parkerson & Co. LLC increased its position in CBIZ by 85,796 shares in Q1 2026, with an estimated transaction value of $3.0 million, indicating confidence in the company's future despite a declining stock price.
- Market Cap and Revenue: CBIZ has a market cap of $1.8 billion and reported $2.8 billion in revenue over the past year, with a net income of $115.4 million, highlighting the challenges and opportunities the company faces post-acquisition.
- Acquisition Impact: Following the acquisition of Marcum LLP in November 2024, CBIZ saw a 52% year-over-year revenue increase in 2025, but organic growth was only 2%, reflecting productivity pressures during the integration process.
- Future Outlook: Management projects 2026 revenue between $2.8 billion and $2.9 billion, with adjusted EPS of $3.75 to $3.85, and expects free cash flow to rise significantly to $270 to $290 million, indicating a reduction in integration-related expenses.
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
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 New Position in CBIZ
- New Investment Disclosure: On May 6, 2026, GatePass Capital, LLC disclosed a new position in CBIZ (NYSE:CBZ), acquiring 98,163 shares in an estimated $3.46 million trade, reflecting confidence in the company despite its declining stock price.
- Position Proportion Analysis: This acquisition represents 1.23% of GatePass Capital's reportable assets under management, indicating a strategic allocation within its diversified investment portfolio.
- Poor Stock Performance: As of May 5, 2026, CBIZ shares were priced at $31.30, down 56.5% over the past year, significantly underperforming the S&P 500 by 85 percentage points, raising concerns about its future growth prospects.
- Valuation Attractiveness: Despite recent disappointing performance, CBIZ's price-to-sales ratio has dropped to 0.7x, well below the 10-year average of 1.5x, potentially attracting value investors, although analysts remain cautious about its outlook.
See More
CBIZ Reports Mixed Q1 2026 Results, Shares Drop 9.4%
- Earnings Report: CBIZ's adjusted earnings per share for Q1 2026 reached $2.50, exceeding analyst expectations of $2.27, indicating improved profitability; however, total revenue of $848.6 million fell short of the consensus estimate of $853.5 million, highlighting weak revenue growth.
- Market Reaction: Despite the earnings beat, investor concerns over the revenue miss dominated market sentiment, leading to a 9.4% drop in share price during the afternoon session, closing at $30.48, which is an 8.5% decline from the previous close, reflecting the market's heightened focus on top-line growth.
- Stock Volatility: CBIZ shares have experienced 21 moves greater than 5% over the past year, and today's decline is viewed as significant by the market, yet it does not fundamentally alter perceptions of the company's business, indicating cautious sentiment regarding future performance.
- Long-term Performance: Since the beginning of the year, CBIZ's stock has fallen 39.3%, currently trading at $30.83, which is 60.4% below its 52-week high of $77.81 from July 2025, demonstrating a lack of investor confidence in the company's growth prospects.
See More
CBIZ Reports Q1 Earnings Beat with Strong EPS but Revenue Miss
- Earnings Beat: CBIZ's Q1 non-GAAP EPS of $2.50 exceeded expectations by $0.23, indicating strong profitability that may bolster investor confidence in the company's financial health.
- Revenue Miss: The revenue of $849 million, while showing a 1.3% year-over-year increase, fell short of expectations by $4.47 million, highlighting competitive pressures that could impact future growth strategies.
- Market Performance Analysis: In the small-cap industrial stock rankings, CBIZ lagged behind top-rated names like AXT and Chevron, suggesting relative weakness in its market position and the need for strategic adjustments to enhance competitiveness.
- Future Outlook: The company's business model and value proposition in the middle market professional services sector remain under scrutiny, necessitating improved marketing and client relationship management to capture greater market share and drive revenue growth.
See More
Waters Parkerson Increases CBIZ Stake Amid Decline
- Stake Increase: Waters Parkerson & Co. LLC increased its position in CBIZ by 85,796 shares in Q1 2026, with an estimated transaction value of $3.0 million, indicating confidence in the company's future despite a declining stock price.
- Market Cap and Revenue: CBIZ has a market cap of $1.8 billion and reported $2.8 billion in revenue over the past year, with a net income of $115.4 million, highlighting the challenges and opportunities the company faces post-acquisition.
- Acquisition Impact: Following the acquisition of Marcum LLP in November 2024, CBIZ saw a 52% year-over-year revenue increase in 2025, but organic growth was only 2%, reflecting productivity pressures during the integration process.
- Future Outlook: Management projects 2026 revenue between $2.8 billion and $2.9 billion, with adjusted EPS of $3.75 to $3.85, and expects free cash flow to rise significantly to $270 to $290 million, indicating a reduction in integration-related expenses.
See More
