Waters Parkerson Increases CBIZ Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy CBZ?
Source: NASDAQ.COM
- Share Increase: Waters Parkerson added 85,796 shares of CBIZ in Q1 2026, with an estimated transaction value of $3.0 million, indicating confidence in the company's future potential.
- Value Change: This purchase raised the fund's total stake in CBIZ to 523,042 shares, valued at $14.0 million at quarter-end, down $8.0 million from the previous period, reflecting the impact of stock price fluctuations.
- Market Performance Analysis: Despite CBIZ's stock price declining over 50% in the past year, Waters Parkerson's decision to increase its position suggests confidence in the company's integration prospects, potentially signaling a successful contrarian investment strategy.
- Financial Outlook: CBIZ expects revenue between $2.8 billion and $2.9 billion for 2026, with adjusted EPS projected at $3.75 to $3.85, and despite facing integration challenges, management anticipates a significant increase in free cash flow to $270 to $290 million.
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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: 30.500
Low
60.00
Averages
60.00
High
60.00
Current: 30.500
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.
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
Waters Parkerson Increases CBIZ Holdings
- Share Increase: Waters Parkerson added 85,796 shares of CBIZ in Q1 2026, with an estimated transaction value of $3.0 million, indicating confidence in the company's future potential.
- Value Change: This purchase raised the fund's total stake in CBIZ to 523,042 shares, valued at $14.0 million at quarter-end, down $8.0 million from the previous period, reflecting the impact of stock price fluctuations.
- Market Performance Analysis: Despite CBIZ's stock price declining over 50% in the past year, Waters Parkerson's decision to increase its position suggests confidence in the company's integration prospects, potentially signaling a successful contrarian investment strategy.
- Financial Outlook: CBIZ expects revenue between $2.8 billion and $2.9 billion for 2026, with adjusted EPS projected at $3.75 to $3.85, and despite facing integration challenges, management anticipates a significant increase in free cash flow to $270 to $290 million.
See More
Strong Earnings from Financial Firms Propel Stock Market Gains
- Market Rebound: The stock market saw a rebound in the afternoon session after major financial firms like BlackRock and Citigroup reported impressive earnings, with the S&P 500 steadily climbing toward an all-time high, indicating a restoration of investor confidence.
- Corporate Spending Recovery: As businesses shift focus from crisis management to long-term growth, there is a significant increase in demand for professional services, digital transformation consulting, and automated financial platforms, enabling these providers to capitalize on higher deal volumes and expanded service contracts, thus driving revenue growth.
- CBIZ Stock Volatility: CBIZ's shares have experienced 20 moves greater than 5% over the past year, with today's 5.2% increase suggesting that the market considers the latest news significant, although it does not fundamentally alter perceptions of the business, reflecting investor confidence in its strategic positioning.
- Long-term Investment Opportunity: With CBIZ down 40.1% since the beginning of the year and currently trading at $30.41, which is 61.7% below its 52-week high of $79.50, this presents an opportunity for investors to seek high-quality stocks amidst market volatility, especially given analysts' optimistic outlook on its future prospects.
See More
CBIZ Appoints Peter Scavuzzo as Senior VP and CTO
- Leadership Transition: CBIZ announced that Peter Scavuzzo will assume the role of Senior Vice President and Chief Information & Technology Officer on May 1, succeeding retiring John Fleischer, marking a significant shift in the company's technology leadership.
- Strategic Technology Integration: Scavuzzo will unify enterprise IT and the Business Transformation team, aiming to enhance alignment between technology investments and business goals, thereby driving long-term revenue growth and operational efficiency.
- Innovation Focus: As Chief Strategy Officer, Scavuzzo has led initiatives in enterprise transformation, innovation, and AI, showcasing his strong background in technology and business intelligence, which is expected to further enhance CBIZ's competitive edge in the market.
- Experienced Leadership: With over 25 years of industry experience, Scavuzzo previously served as Chief Information & Digital Officer at Marcum LLP, successfully managing over 50 M&A transactions, laying a solid foundation for CBIZ's future growth.
See More
Latest Wall Street Rating Updates
- UBS Upgrade: UBS upgrades Adecoagro from Neutral to Buy, raising the price target from $8 to $16.2, indicating the company is poised to benefit from the ongoing Middle East conflict, which is expected to enhance its financial performance.
- HSBC Bullish on Carnival: HSBC upgrades Carnival from Hold to Buy, asserting that the current share price undervalues the resilience of experience-led demand, which is likely to improve the company's market performance in the near future.
- Morgan Stanley Reiterates Meta: Morgan Stanley lowers its price target for Meta from $825 to $775 but maintains it as a top investment idea, suggesting that market sentiment has bottomed out, making it an opportune time to buy.
- Deutsche Bank Upgrades Colgate: Deutsche Bank upgrades Colgate-Palmolive from Hold to Buy, highlighting the company's core business as having long-term investment value and the ability to weather current market volatility effectively.
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
Waters Parkerson Increases CBIZ Holdings
- Share Increase: Waters Parkerson added 85,796 shares of CBIZ in Q1 2026, with an estimated transaction value of $3.0 million, indicating confidence in the company's future potential.
- Value Change: This purchase raised the fund's total stake in CBIZ to 523,042 shares, valued at $14.0 million at quarter-end, down $8.0 million from the previous period, reflecting the impact of stock price fluctuations.
- Market Performance Analysis: Despite CBIZ's stock price declining over 50% in the past year, Waters Parkerson's decision to increase its position suggests confidence in the company's integration prospects, potentially signaling a successful contrarian investment strategy.
- Financial Outlook: CBIZ expects revenue between $2.8 billion and $2.9 billion for 2026, with adjusted EPS projected at $3.75 to $3.85, and despite facing integration challenges, management anticipates a significant increase in free cash flow to $270 to $290 million.
See More
Strong Earnings from Financial Firms Propel Stock Market Gains
- Market Rebound: The stock market saw a rebound in the afternoon session after major financial firms like BlackRock and Citigroup reported impressive earnings, with the S&P 500 steadily climbing toward an all-time high, indicating a restoration of investor confidence.
- Corporate Spending Recovery: As businesses shift focus from crisis management to long-term growth, there is a significant increase in demand for professional services, digital transformation consulting, and automated financial platforms, enabling these providers to capitalize on higher deal volumes and expanded service contracts, thus driving revenue growth.
- CBIZ Stock Volatility: CBIZ's shares have experienced 20 moves greater than 5% over the past year, with today's 5.2% increase suggesting that the market considers the latest news significant, although it does not fundamentally alter perceptions of the business, reflecting investor confidence in its strategic positioning.
- Long-term Investment Opportunity: With CBIZ down 40.1% since the beginning of the year and currently trading at $30.41, which is 61.7% below its 52-week high of $79.50, this presents an opportunity for investors to seek high-quality stocks amidst market volatility, especially given analysts' optimistic outlook on its future prospects.
See More
CBIZ Appoints Peter Scavuzzo as Senior VP and CTO
- Leadership Transition: CBIZ announced that Peter Scavuzzo will assume the role of Senior Vice President and Chief Information & Technology Officer on May 1, succeeding retiring John Fleischer, marking a significant shift in the company's technology leadership.
- Strategic Technology Integration: Scavuzzo will unify enterprise IT and the Business Transformation team, aiming to enhance alignment between technology investments and business goals, thereby driving long-term revenue growth and operational efficiency.
- Innovation Focus: As Chief Strategy Officer, Scavuzzo has led initiatives in enterprise transformation, innovation, and AI, showcasing his strong background in technology and business intelligence, which is expected to further enhance CBIZ's competitive edge in the market.
- Experienced Leadership: With over 25 years of industry experience, Scavuzzo previously served as Chief Information & Digital Officer at Marcum LLP, successfully managing over 50 M&A transactions, laying a solid foundation for CBIZ's future growth.
See More
Latest Wall Street Rating Updates
- UBS Upgrade: UBS upgrades Adecoagro from Neutral to Buy, raising the price target from $8 to $16.2, indicating the company is poised to benefit from the ongoing Middle East conflict, which is expected to enhance its financial performance.
- HSBC Bullish on Carnival: HSBC upgrades Carnival from Hold to Buy, asserting that the current share price undervalues the resilience of experience-led demand, which is likely to improve the company's market performance in the near future.
- Morgan Stanley Reiterates Meta: Morgan Stanley lowers its price target for Meta from $825 to $775 but maintains it as a top investment idea, suggesting that market sentiment has bottomed out, making it an opportune time to buy.
- Deutsche Bank Upgrades Colgate: Deutsche Bank upgrades Colgate-Palmolive from Hold to Buy, highlighting the company's core business as having long-term investment value and the ability to weather current market volatility effectively.
See More
