{"filings":[{"id":1923156,"accession_number":"0001193125-26-322246","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-07-29T12:18:33+00:00","items":["2.02","9.01"],"status":"ready","headline":"Grant Thornton to acquire CBIZ for $5.0B; Q2 EPS down 53%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Grant Thornton (backed by New Mountain Capital) to acquire CBIZ in all-cash deal, enterprise value $5.0B, or $55.00 per share.","Transaction expected to close in Q4 2026, subject to shareholder and regulatory approvals; CBIZ to become private.","Q2 2026 revenue down 0.2% to $682M; net income $19M, down 55.6%; GAAP EPS $0.31 (down 53%).","Adjusted EBITDA $103M, down 14.3%; adjusted diluted EPS $0.91, down 8.1%.","CBIZ withdraws fiscal 2026 guidance and suspends earnings call due to pending merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1923157,"accession_number":"0001193125-26-322239","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-07-29T12:16:25+00:00","items":["8.01"],"status":"ready","headline":"CBIZ discloses material weaknesses, rescission offer for ESPP over-issuance of 481K shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to 481,049 shares purchased in excess of ESPP authorization from Oct 2023 to Apr 2026; voluntary rescission offer with potential payments up to ~$20.2M.","Material weaknesses identified in ESPP administration and goodwill reassignment; prior internal control reports for FY2025 no longer reliable.","Immaterial revisions to Q1 2026: net income reduced by $8.8M, EPS from $2.63 to $2.49.","Company expects to file 10-K amendment with adverse opinion on internal controls; remediation plan underway.","No impact on previously issued financial statements; KPMG's opinion on financials remains unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1923116,"accession_number":"0001193125-26-322225","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-07-29T12:12:38+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"CBIZ to be acquired for $55.00 per share in cash; $5.2B financing committed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger consideration of $55.00 per share in cash; Board unanimously approved and recommends adoption.","Go-shop period until Aug 27, 2026; termination fee $107.5M ($49.6M if go-shop/excluded party).","Parent termination fee $198.4M; financing commitments of $5.2B from New Mountain Partners and others.","Closing subject to stockholder vote, HSR clearance, no material adverse effect; expected by July 28, 2027.","CIC severance plan adopted; NEOs eligible for retention/transaction bonuses (e.g., CEO $1.3M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-07-29","daily_digest_url":"/daily/2026-07-29","daily_digest_rank":3},{"id":472836,"accession_number":"0000944148-26-000072","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-05-15T21:07:52+00:00","items":["5.07"],"status":"ready","headline":"CBIZ shareholders elect directors, ratify auditor, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors Marabito and Young each elected with >38M votes for; broker non-votes ~5.9M.","Ratification of KPMG as independent auditor: 45,982,194 for, 1,129,651 against.","Advisory vote on named executive officer compensation approved: 39,871,104 for, 1,406,070 against.","All three proposals passed at the May 14, 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99936,"accession_number":"0000944148-26-000067","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue up 1.3%, net income +31.6%; raises FY adjusted EPS outlook to $4.00-$4.10","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $849M (+1.3% YoY); Financial Services revenue up 2.1%.","Net income $162M (+31.6%); GAAP EPS $2.63 (+37.7%); Adj. diluted EPS $2.50 (+7.3%).","Operating cash flow +71.1%; free cash flow +69.5%; repurchased ~2M shares for ~$63M.","Updated FY outlook: Adj. EBITDA raised to $465M-$475M; Adj. EPS raised to $4.00-$4.10.","Revenue outlook reaffirmed at ~$2.8B-$2.9B; free cash flow ~$270M-$290M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116240,"accession_number":"0000944148-26-000035","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports FY 2025 revenue $2.8B (+52%), adj. EPS $3.61 (+80%); guides FY 2026 higher","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year total revenue $2.8B, up 52.1%; GAAP EPS $1.83 (+134.6%); adjusted EPS $3.61 (+79.6%).","Adjusted EBITDA $446.9M (+125.5%); free cash flow $175.5M (+58.4%).","Marcum acquisition integration nearly complete; synergies tracking ahead of plan.","2026 outlook: revenue ~$2.8B–$2.9B, adjusted EPS $3.75–$3.85, free cash flow $270M–$290M.","Repurchased 2.5M shares for $168M; Board authorized additional 5M share buyback in Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":2757991000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116239,"accession_number":"0000944148-26-000024","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ board authorizes 5M share repurchase program through March 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to 5M shares for repurchase program expiring March 31, 2027.","Program supersedes prior repurchase authorization from February 2025.","Repurchases allowed in open market, privately negotiated, or under 10b5-1 plans.","No obligation to repurchase; program may be suspended at any time.","Funding expected from operating cash flow and credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116238,"accession_number":"0001193125-26-012290","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2026-01-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CBIZ President of Financial Services Chris Spurio to depart Jan 31, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Spurio will cease serving as President, Financial Services effective January 31, 2026.","Spurio expected to remain as consultant to CBIZ through December 31, 2026.","No replacement named for the Financial Services segment president role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132697,"accession_number":"0000944148-25-000027","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"CBIZ amends bylaws with majority voting, advance notice rules; sets 2026 meeting deadlines","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Adopted majority-of-votes-cast standard for uncontested director elections; plurality for contested.","Advance notice for director nominations and proposals: 90–120 days before anniversary of prior annual meeting.","Incorporated SEC universal proxy rules, including Rule 14a-19 notice and solicitation requirements.","Deadline for 2026 annual meeting nominations: Jan 15 to Feb 14, 2026 (written notice to Corporate Secretary).","Other changes: virtual meeting procedures, stockholder list modernization, and removal of advisory director references."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132696,"accession_number":"0000944148-25-000020","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 revenue $693.8M (+58.1%); adjusted EPS $1.01 (+8.5%); guides FY adj. EPS $3.60-3.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $693.8M, up 58.1% YoY; net income $30.1M, down 14.1%; GAAP EPS $0.48, down 31.4%.","Adjusted EBITDA $120.0M (+57.4%); adjusted diluted EPS $1.01 (+8.5%), driven by Marcum acquisition synergies.","Nine-month revenue $2.215B (+63.7%); adjusted EBITDA $475.6M (+92.9%); adjusted EPS $4.27 (+35.6%).","FY2025 guidance: revenue $2.8-2.95B, adj. EPS $3.60-3.65, adj. EBITDA $450-456M.","Marcum acquisition performing better than expected; core recurring businesses and non-recurring growth improved."],"consensus_eps_estimate":null,"consensus_eps_actual":3.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2215328000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149216,"accession_number":"0001628280-25-036714","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports Q2 2025 revenue $683.5M (+62.7% YoY), adj. EPS $0.95 (+63.8%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $683.5M (+62.7% YoY); net income $41.9M (+111.9%); GAAP EPS $0.66 (+69.2%).","Adjusted diluted EPS $0.95 (+63.8%); adjusted EBITDA $117.2M (+127.9%).","Six-month revenue $1.5B (+66.4%); net income $164.7M (+70.4%); adj. EPS $3.26 (+46.8%).","FY 2025 outlook: revenue $2.8-2.95B, adjusted EPS $3.60-3.65, adjusted EBITDA $450-456M.","Includes Marcum acquisition impact; CEO cites value-creating strategic decision."],"consensus_eps_estimate":null,"consensus_eps_actual":2.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1521510000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168238,"accession_number":"0001628280-25-026070","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CBIZ shareholders elect three directors, ratify KPMG, approve executive compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Rick Burdick (36.6M for, 7.7M against), Jerome Grisko (43.9M for), Kathy Raffa (44.2M for).","Ratification of KPMG as auditor for FY2025 passed with 45.9M for, 0.98M against.","Advisory say-on-pay approved with 43.1M for, 1.1M against, 2.6M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168237,"accession_number":"0001193125-25-103823","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"CBIZ amends credit agreement to add Available Amount basket for share repurchases and investments","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second Amendment to credit agreement dated April 29, 2025 adds an Available Amount basket for Investments and Restricted Payments (including share repurchases).","Credit agreement originally dated November 1, 2024, with $600M revolving commitments and term loan; amended March 7, 2025.","Borrower CBIZ Operations, Inc. and guarantors; lenders include Bank of America, PNC, JPMorgan, Huntington, among others.","Amendment makes technical changes; consent fee of 0.05% of each lender's commitments and term loan paid.","Allows greater flexibility for capital allocation while maintaining existing financial covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168236,"accession_number":"0001628280-25-019523","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue up 69.5%, adjusted EPS $2.29; full-year guidance $2.8-2.95B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $838M (+69.5% YoY); net income $122.8M (+59.7%); GAAP diluted EPS $1.91 (+24.8%).","Adjusted EBITDA $237.6M (+100%); adjusted diluted EPS $2.29 (+40.5%).","Marcum integration on schedule; strong employee and client retention cited.","Full-year 2025 outlook: revenue $2.8B–$2.95B, adjusted EPS $3.60–$3.65, adjusted EBITDA $450–456M.","Company notes economic uncertainty impacting non-recurring services; trend expected to continue."],"consensus_eps_estimate":null,"consensus_eps_actual":1.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":838014000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185428,"accession_number":"0001628280-25-007979","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q4 revenue up 40.5% on Marcum acquisition; 2025 adjusted EPS guidance $3.60-$3.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $460.3M (+40.5% YoY); same-unit revenue up 6.4%; Marcum acquisition closed Nov 1, 2024.","Full-year revenue $1,813.5M (+14.0%); GAAP EPS $0.78; adjusted EPS $2.67 (+10.8%).","2025 outlook: revenue $2.90-2.95B, GAAP EPS $1.97-2.02, adjusted EPS $3.60-3.65, adjusted EBITDA $450-456M.","New $2.0B credit facility entered; outstanding debt $1,420.9M at Dec 31, 2024.","CEO cites strong momentum and accelerated integration of Marcum."],"consensus_eps_estimate":null,"consensus_eps_actual":0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1813472000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185427,"accession_number":"0001628280-25-006421","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CBIZ raises executive pay after Marcum acquisition; PSU max payout increased to 300%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grisko base $1M, LTI $5.2M; Spurio base $875k, LTI $1.8M; Kouzelos base $600k, LTI $1.22M.","EIP targets unchanged as % of base salary (Grisko 117%, Spurio/Kouzelos 80%).","PSU maximum payout raised from 200% to 300% of target to incentivize Marcum integration.","Committee says total comp remains below market median but adjusted for post-acquisition scale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185426,"accession_number":"0001628280-25-005196","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ board renews share repurchase program, authorizes up to 5M shares through March 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board reset share repurchase authorization to 5 million shares; program expires March 31, 2026.","Program has been renewed annually for over 20 years; allows open market, private, and 10b5-1 purchases.","Private purchases may include shares from Marcum LLP former partners under acquisition-related repurchase rights.","Repurchases discretionary, subject to credit facility limits; funded from operating cash flow or borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185425,"accession_number":"0001628280-25-001946","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CBIZ appoints Kathy Raffa as independent director; 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Office Managing Partner until Oct. 2023; 40+ years experience.","Nominated per Marcum acquisition merger agreement; will stand for election at 2027 Annual Meeting.","She will receive standard non-employee director compensation as outlined in proxy statements.","Raffa served as President of Raffa, PC prior to its merger with Marcum in 2018; focused on nonprofit audit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202013,"accession_number":"0001628280-24-049666","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CBIZ names Brad Lakhia as next CFO, succeeding retiring Ware Grove effective March 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brad Lakhia appointed SVP & CFO effective March 17, 2025; Ware Grove retiring after 24 years.","Lakhia base salary $625,000, target STI 80%, initial equity grant $1.7M plus $2M transition RSUs.","Michael Mangan promoted to Chief Accounting Officer upon Grove's retirement.","Lakhia was EVP & CFO of OPENLANE (KAR); previously VP Finance at Goodyear (GT).","Transition planned; Lakhia to join from OPENLANE by March 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202009,"accession_number":"0001628280-24-045179","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K/A","filed_at":"2024-11-05T23:59:59+00:00","items":["9.01","2.01"],"status":"ready","headline":"CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate consideration $2.2B, with $1.1B cash and ~14.3M shares of CBIZ common stock (valued at $76.84/sh).","Debt financing of $2.0B ($1.4B term loan + $600M revolver) used for cash consideration, costs, and debt repayment.","Pro forma combined revenue $1.55B (6mo 2024) and $2.70B (FY2023); CBIZ standalone was $914M and $1.59B.","Pro forma diluted EPS $2.29 (6mo 2024) and $1.36 (FY2023), reflecting interest and amortization from the transaction.","Transaction adds $1.5B in goodwill and intangibles; net income pro forma $146M (6mo 2024) versus CBIZ standalone $97M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202012,"accession_number":"0001193125-24-249818","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["1.01","2.03","2.01","3.02","7.01","9.01"],"status":"ready","headline":"CBIZ closes $2.3B acquisition of Marcum’s non-attest business, expects ~$2.8B combined revenue","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $2.3B: $637.6M cash to partners, $425.5M for obligations, plus 14.26M shares.","New $2.0B credit facilities ($1.4B term loan, $600M revolver) funded the cash portion, maturing Nov 2029.","Expected combined annualized revenue ~$2.8B; deal expected accretive in 2025 with ~10% adjusted EPS contribution.","Marcum FY2023 revenue $1.17B, net income $414M (from audited financials filed as Exhibit 99.2)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202011,"accession_number":"0001628280-24-044018","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 revenue $438.9M (+6.9%), adjusted EPS $0.84 (+27%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $438.9M (+6.9%), same-unit up 5.1%; net income $35.1M (+4.2%).","Adjusted EPS $0.84 (+27.3% YoY); adjusted EBITDA $75.7M (+23.0%).","Marcum acquisition expected to close in coming days; $14.8M in transaction costs hit GAAP EPS by $0.20.","FY 2024 guidance reaffirmed: adjusted EPS growth 10-12% to $2.64-$2.69.","Nine-month revenue $1.35B (+7.1%); adjusted EPS $2.87 (+7.5%)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1353193000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202010,"accession_number":"0001628280-24-043396","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"CBIZ shareholders approve stock issuance for Marcum LLP acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Special Meeting held Oct 23, 2024; 89.2% of shares represented.","Stock Issuance Proposal approved with over 99% of votes cast in favor: 44,635,716 for, 62,336 against, 67,896 abstain.","Proposal authorizes shares as part of consideration under July 30, 2024 Merger Agreement for Marcum LLP.","Merger involves CBIZ acquiring Marcum LLP and related entities; adjournment proposal not voted on.","Approval satisfies NYSE listing rule requirement for stock issuance in the merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218055,"accession_number":"0001628280-24-033643","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q2 revenue up 5.4% to $420M; announces $2.3B Marcum acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.39, down 26.4% YoY; adjusted EPS $0.50, down 9.1% including $6.7M Marcum deal costs.","Same-unit revenue grew 2.8% in Q2; P&C business departure cost $0.03 adjusted EPS.","Agreed to acquire Marcum LLP for ~$2.3B (cash+stock); expected close Q4 2024; combined revenue ~$2.8B.","2024 guidance: GAAP EPS $2.53-$2.58; adjusted EPS $2.64-$2.69; revenue growth 7%-9%.","Balance sheet: $381M drawn on credit facility; $209.8M unused capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":914309000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218054,"accession_number":"0001193125-24-189467","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"CBIZ agrees to buy Marcum in $2.3B cash-and-stock deal; Q4 2024 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$2.3B: ~$1.1B cash + ~14.4M shares at $76.84; expected close Q4 2024 subject to approvals.","Combined annual revenue ~$2.8B; CBIZ becomes 7th-largest U.S. accounting services provider.","Marcum has ~$1.2B revenue, 3,500+ professionals, 43 offices, and 35,000+ clients.","Financing secured: $2.0B committed senior secured credit facilities from Bank of America.","Voting agreement with Marcum partners holding ~41% of units; termination fees up to $48M for CBIZ, $22M for Marcum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238004,"accession_number":"0001628280-24-022917","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CBIZ stockholders elect four directors, ratify KPMG, approve Say-on-Pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All four director nominees elected; votes for ranged from ~31.3M to ~40.7M.","Ratified KPMG LLP as independent auditor for FY2024: 45.7M for, 1.1M against.","Advisory vote on NEO compensation approved: 41.9M for, 2.2M against, 2.7M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238003,"accession_number":"0001628280-24-017907","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue $494.3M (+8.7%), GAAP EPS $1.53 (+6.3%), reaffirms FY24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $494.3M, up 8.7% YoY; same-unit revenue grew 5.9%.","GAAP net income $76.9M ($1.53 diluted EPS); adjusted EPS $1.54, up 5.5%.","Adjusted EBITDA $118.8M, up 4.8% from $113.3M in Q1 2023.","Completed acquisitions of CompuData and EBK in Q1; integration expenses excluded from adjusted measures.","Reaffirms FY24 guidance: GAAP EPS $2.70-$2.75, revenue growth 7-9%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":494297000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255478,"accession_number":"0001628280-24-004980","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports Q4 revenue up 11%, full-year GAAP EPS $2.39; guides FY2024 EPS $2.70-$2.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $327.5M (+11.0%); same-unit revenue up 6.8%; net loss $12.7M vs $11.5M loss a year ago.","Full-year revenue $1,591.2M (+12.7%); GAAP EPS $2.39 (+18.9%); adjusted EPS $2.41 (+13.1%).","2024 outlook: total revenue growth 7-9%; GAAP EPS $2.70-$2.75 (13-15% growth); adjusted EPS $2.70-$2.75.","Acquired EBK CPA firm effective Feb 1, 2024; repurchased 1.3M shares in 2023.","Adjusted EBITDA $223.8M for FY2023, up 17.7% from $190.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":1591194000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255477,"accession_number":"0001628280-24-003876","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ Board renews share repurchase program authorizing up to 5 million additional shares through March 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to 5M shares in open market, privately negotiated, or 10b5-1 plans through March 31, 2025.","Renews existing authorization that expires March 31, 2024; program has been renewed annually for past 20 years.","Shares outstanding as of Dec 31, 2023 were 49.8M; repurchase represents ~10% of outstanding.","Company expects to fund purchases from operating cash flow and borrowings under its credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272938,"accession_number":"0001628280-23-035235","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 2023 revenue $410.5M (+13%), GAAP EPS $0.67 (+26.4%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $410.5M (+13% YoY); 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Net income $33.7M, GAAP diluted EPS $0.67 vs $0.53.","Adjusted EPS $0.66 (+29.4%); Adjusted EBITDA $61.6M (+34.2%).","Nine-month revenue $1,263.6M (+13.1%); net income $133.7M, GAAP EPS $2.64 vs $2.22.","Affirms FY2023 guidance: revenue growth 10-12%, GAAP EPS $2.31-$2.36, adjusted EPS $2.36-$2.41.","Repurchased ~1.2M shares YTD; $195M unused credit capacity; M&A pipeline active."],"consensus_eps_estimate":null,"consensus_eps_actual":2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1263647000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289776,"accession_number":"0001628280-23-025860","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q2 revenue up 10.1% but EPS down 11.7%; 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same-unit revenue +10.0%.","GAAP EPS $1.44 (+30.9%); adjusted EPS $1.46 (+23.7%).","Adjusted EBITDA $113.3M, +22.0% YoY.","Acquisition of Somerset CPAs closed Feb 2023, contributing to growth.","FY2023 guidance: GAAP EPS $2.31-2.36, adjusted EPS $2.36-2.41, revenue growth 8-10%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":454606000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329315,"accession_number":"0001193125-23-076181","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CBIZ announces retirement of directors DiMartino and Hudson; 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DiMartino (served since 1997) and Sherrill W. Hudson (served since 2015) will retire at May 10, 2023 annual meeting.","Both directors chose not to stand for reelection; no disagreement with the company.","Board size will be reduced from eleven to nine following the retirements.","Committee assignments will be reviewed and adjusted after the retirements take effect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329314,"accession_number":"0001628280-23-003969","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2023-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports record FY2022 revenue of $1,412M (+27.8%); GAAP EPS $2.01 (+52.3%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $295.0M (+21.5%); same-unit revenue +10.1%.","FY2022 adjusted EPS $2.13 (+28.3%); adjusted EBITDA $190.1M (+28.1%).","Acquisitions added $155M annualized revenue in 2022; Somerset deal ($55M) closed Feb 2023.","2023 outlook: revenue +8-10%; GAAP EPS $2.31-$2.36; adjusted EPS $2.36-$2.41.","Repurchased 2.8M shares in FY2022; credit facility leverage ~1.5x adjusted EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":2.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1411979000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329313,"accession_number":"0001193125-23-031157","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2023-02-10T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"CBIZ appoints Rodney Young as independent director, renews 5M share buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rodney A. Young appointed independent director effective Feb 6, 2023; CEO of Delta Dental of Minnesota.","Young received 50,000 immediately vested options; will serve until 2023 Annual Meeting.","Board renewed share repurchase authorization: up to 5 million shares through March 31, 2024.","As of December 31, 2022, CBIZ had 50,180,154 shares outstanding.","Repurchase funded from operating cash flow and credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346930,"accession_number":"0001628280-22-027266","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports Q3 revenue up 28.5%, EPS up 29.3%; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $363.3M, up 28.5% total and 12.3% same-unit vs Q3 2021.","GAAP EPS $0.53 vs $0.41 YoY; Adjusted EPS $0.51 vs $0.41 YoY.","Nine-month revenue $1,116.9M (+29.6%); GAAP EPS $2.22 vs $1.50 YoY.","Full-year guidance raised: rev growth 26-28% (prev 23-25%), adj. EPS growth 26-28% (prev 25-27%).","Repurchased 1.6M shares YTD plus 397k in Oct; $271.1M credit facility outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":2.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":1116936000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363312,"accession_number":"0001193125-22-222732","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-08-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"CBIZ appoints Rick L. Burdick as independent Chairman following death of predecessor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rick L. Burdick appointed independent Chairman of the Board, effective August 11, 2022.","Previous Chairman Steven L. Gerard died on April 12, 2022; Burdick had been Lead Director since May 2007.","Burdick has served as independent director since October 1997.","Chairman compensation includes $100,000 non-executive chairman fee plus standard non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363311,"accession_number":"0001628280-22-019785","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q2 revenue up 29.9%, GAAP EPS $0.60; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $362.0M (+29.9% YoY); same-unit +11.4%. GAAP EPS $0.60 vs $0.16; adjusted EPS $0.63 vs $0.50.","First-half revenue $753.7M (+30.1%); same-unit +10.5%. Adj. EBITDA $148.6M vs $116.2M.","Raises FY22 guidance: revenue growth 23-25% (prev. 19-21%); adj. EPS growth 25-27% (prev. 20-22%).","Repurchased ~1.1M shares YTD through July 27; credit facility balance $266M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":753674000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383087,"accession_number":"0001193125-22-148729","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CBIZ shareholders re-elect three directors, ratify KPMG, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Rick L. Burdick, Jerome P. Grisko, Jr., and Benaree Pratt Wiley re-elected with 39.7M, 45.4M, and 39.5M votes for respectively.","KPMG LLP ratified as independent auditor for FY2022 with 46.6M votes for and 2.3M against.","Advisory say-on-pay vote passed with 43.3M for, 2.5M against, and 30K abstentions.","All three proposals passed at the annual meeting held on May 10, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383086,"accession_number":"0001628280-22-012917","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-05-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"CBIZ amends credit facility to $600M, up from $400M, with extended maturity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total facility increased from $400M to $600M, with an accordion feature permitting an additional $200M.","Maturity date extended by 5 years; swing line facility increased from $25M to $50M.","Pricing and margin unchanged from prior facility; leverage-based pricing grid remains.","Facility includes letter of credit subfacility; Bank of America, N.A. acts as administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383085,"accession_number":"0001628280-22-011429","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q1 revenue up 30.3%, GAAP EPS $1.10, adj. EPS $1.18, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $391.7M (+30.3% YoY); same-unit revenue up 9.6%; acquisitions contributed 20.7%.","GAAP diluted EPS $1.10 (+19.6%); adjusted diluted EPS $1.18 (+28.3%), excluding Marks Paneth integration costs.","Adjusted EBITDA $92.9M (+26.7%); income from continuing ops $58.1M (+15.8%).","Repurchased ~148K shares in Q1, plus 170K in April; $94.8M unused credit facility at March 31.","FY 2022 guidance reaffirmed at high end: GAAP EPS $1.89-$1.93, adjusted EPS $1.99-$2.03."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":391722000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383084,"accession_number":"0001628280-22-008995","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-04-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CBIZ non-executive Chairman Steven L. Gerard dies unexpectedly; Board appoints interim lead","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven L. Gerard, non-executive Chairman and board member since 2002, passed away on April 12, 2022.","Vice Chairman and Lead Director Rick L. Burdick will lead the Board on an interim non-executive basis.","Board reduced size from 11 to 10; class of four directors up for election reduced to three.","Remaining nominees from March 28 proxy will stand; proxy cards valid but votes for 'all nominees' go to remaining three."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400906,"accession_number":"0001628280-22-003118","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ reports Q4 revenue up 15% to $242.8M; FY adj. EPS +16.9%; guides FY22 adj. EPS $1.99-$2.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2021 revenue $1,104.9M (+14.6%); same-unit revenue +7.7%.","GAAP diluted EPS $1.32, down 7.0% YoY due to $30.5M UPMC settlement charge.","Adjusted diluted EPS $1.66, up 16.9%; adjusted EBITDA $148.5M (+12.4%).","Acquired Marks Paneth in Jan 2022, adding ~$138M annual revenue; expects $0.10 EPS contribution in 2022.","FY22 guidance: revenue +19-21%; GAAP EPS $1.89-$1.93; adjusted EPS $1.99-$2.03."],"consensus_eps_estimate":null,"consensus_eps_actual":1.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1104925000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400905,"accession_number":"0001193125-22-044040","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CBIZ board authorizes up to 5M share buyback through March 31, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorization renews existing 5M share repurchase program expiring March 31, 2022.","New program permits open-market, private, or 10b5-1 purchases up to 5M additional shares.","As of Dec 31, 2021, CBIZ had 52,037,696 shares outstanding.","Funding from operating cash flow and/or credit facility borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400904,"accession_number":"0001193125-22-007328","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CBIZ provides M&A strategy update via presentation; no specific deals announced","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation discusses M&A strategy and recent acquisitions, released on January 12, 2022.","Investor call held at 10:00 a.m. Eastern on January 12, 2022.","Presentation available on CBIZ investor relations website.","No specific financial terms or deal values disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400903,"accession_number":"0001193125-22-005152","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"CBIZ acquires Marks Paneth LLP for $81.25M cash plus earnout; adds $138M revenue","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$81.25M cash at closing plus earnout up to $75.25M (cash & stock) based on performance.","Acquisition adds ~$138M annual revenue; expected to contribute $0.10 to adjusted EPS in 2022.","EBITDA margin expected 11-12% of revenue in 2022, growing to 16-18% by 2025.","Marks Paneth has over 600 team members across 7 offices; CBIZ expands into D.C. market.","Conference call on Jan 12, 2022 at 10 AM EST to discuss M&A strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419861,"accession_number":"0001628280-21-020791","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2021-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q3 revenue +18.6% to $282.7M; 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Marabito to board, expanding to 11 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board of Directors expanded from 10 to 11 members effective August 12, 2021.","Richard T. Marabito appointed as independent director; will serve on Audit Committee.","Marabito is CEO of Olympic Steel, former CFO; received 50,000 immediately vested options.","He will stand for election at the 2023 Annual Meeting as a non-employee director.","Marabito brings public company CEO/CFO and public accounting experience; no related-party transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":437416,"accession_number":"0001628280-21-014992","cik":944148,"company_name":"CBIZ, Inc.","ticker":"CBZ","form_type":"8-K","filed_at":"2021-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CBIZ Q2 rev up 17.6%, adj EPS up 28.2%; raises FY revenue guidance to 10-12% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $278.6M (+17.6% YoY); same-unit revenue +10.5%. Adjusted EPS $0.50 (+28.2%).","GAAP EPS $0.16 (down 59%) from $30.5M UPMC settlement charge and $6.4M divestiture gain.","FY2021 revenue guidance raised to 10-12% growth (from 8-10%); adj. EPS growth 12-15% over $1.42.","Completed four acquisitions YTD including Optumas, expected to contribute ~$42M annualized revenue.","Repurchased 2.0M shares in H1; credit facility balance $163.3M with $233.4M unused."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":579378000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1712467542.2880764,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-07-30T23:59:59+00:00|437416"}