CBIZ (NYSE:CBZ) Stock Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of CBIZ, Inc. (NYSE:CBZ). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in CBIZ stock on April 9th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 4/23/2025.
• Purchased $1,001 – $15,000 in shares of Cheniere Energy (NYSE:LNG) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Techtronic Industries (OTCMKTS:TTNDY) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of D.R. Horton (NYSE:DHI) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 4/17/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/17/2025.

CBIZ Stock Performance

CBZ opened at $72.94 on Friday. The firm’s fifty day simple moving average is $73.06 and its two-hundred day simple moving average is $78.32. CBIZ, Inc. has a 52-week low of $62.66 and a 52-week high of $90.13. The company has a market cap of $3.97 billion, a price-to-earnings ratio of 30.91 and a beta of 0.91. The company has a quick ratio of 1.49, a current ratio of 1.49 and a debt-to-equity ratio of 0.36.

CBIZ (NYSE:CBZ) last released its quarterly earnings results on Thursday, April 24th. The business services provider reported $2.29 earnings per share for the quarter, topping the consensus estimate of $2.11 by $0.18. CBIZ had a net margin of 7.08% and a return on equity of 15.12%. The firm had revenue of $838.01 million during the quarter, compared to the consensus estimate of $860.25 million. During the same quarter in the prior year, the firm earned $1.54 EPS. The company’s revenue for the quarter was up 69.5% on a year-over-year basis. Equities analysts anticipate that CBIZ, Inc. will post 2.65 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on CBZ. StockNews.com lowered CBIZ from a “hold” rating to a “sell” rating in a report on Tuesday, February 25th. William Blair reiterated an “outperform” rating on shares of CBIZ in a research report on Friday, April 25th.

Insider Activity at CBIZ

In other news, Director Benaree Pratt Wiley sold 6,526 shares of the business’s stock in a transaction that occurred on Thursday, March 6th. The shares were sold at an average price of $71.75, for a total value of $468,240.50. Following the sale, the director now directly owns 41,759 shares of the company’s stock, valued at approximately $2,996,208.25. The trade was a 13.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 4.95% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in CBZ. Invesco Ltd. lifted its position in CBIZ by 157.2% during the fourth quarter. Invesco Ltd. now owns 769,209 shares of the business services provider’s stock worth $62,944,000 after buying an additional 470,095 shares in the last quarter. Wellington Management Group LLP acquired a new stake in shares of CBIZ in the 4th quarter worth $32,859,000. Capital World Investors raised its holdings in shares of CBIZ by 37.6% during the 4th quarter. Capital World Investors now owns 1,134,585 shares of the business services provider’s stock worth $92,843,000 after acquiring an additional 309,785 shares during the period. Nuveen LLC purchased a new position in shares of CBIZ during the 1st quarter worth $23,494,000. Finally, Waters Parkerson & CO. LLC acquired a new position in shares of CBIZ during the 4th quarter valued at about $23,383,000. 87.44% of the stock is currently owned by institutional investors and hedge funds.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About CBIZ

CBIZ, Inc provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services.