Highest-materiality recent filing
CBIZ shareholders elect directors, ratify auditor, approve say-on-pay at 2026 annual meeting
Directors Marabito and Young each elected with >38M votes for; broker non-votes ~5.9M.
CBIZ Q1 revenue up 1.3%, net income +31.6%; raises FY adjusted EPS outlook to $4.00-$4.10
Total revenue $849M (+1.3% YoY); Financial Services revenue up 2.1%.
CBIZ reports FY 2025 revenue $2.8B (+52%), adj. EPS $3.61 (+80%); guides FY 2026 higher
Full year total revenue $2.8B, up 52.1%; GAAP EPS $1.83 (+134.6%); adjusted EPS $3.61 (+79.6%).
CBIZ board authorizes 5M share repurchase program through March 2027
Board authorized up to 5M shares for repurchase program expiring March 31, 2027.
CBIZ President of Financial Services Chris Spurio to depart Jan 31, 2026
Chris Spurio will cease serving as President, Financial Services effective January 31, 2026.
CBIZ amends bylaws with majority voting, advance notice rules; sets 2026 meeting deadlines
Adopted majority-of-votes-cast standard for uncontested director elections; plurality for contested.
CBIZ Q3 revenue $693.8M (+58.1%); adjusted EPS $1.01 (+8.5%); guides FY adj. EPS $3.60-3.65
Total revenue $693.8M, up 58.1% YoY; net income $30.1M, down 14.1%; GAAP EPS $0.48, down 31.4%.
CBIZ reports Q2 2025 revenue $683.5M (+62.7% YoY), adj. EPS $0.95 (+63.8%)
Revenue $683.5M (+62.7% YoY); net income $41.9M (+111.9%); GAAP EPS $0.66 (+69.2%).
CBIZ shareholders elect three directors, ratify KPMG, approve executive compensation
Directors elected: Rick Burdick (36.6M for, 7.7M against), Jerome Grisko (43.9M for), Kathy Raffa (44.2M for).
CBIZ amends credit agreement to add Available Amount basket for share repurchases and investments
Second Amendment to credit agreement dated April 29, 2025 adds an Available Amount basket for Investments and Restricted Payments (including share repurchases).
CBIZ Q1 revenue up 69.5%, adjusted EPS $2.29; full-year guidance $2.8-2.95B
Total revenue $838M (+69.5% YoY); net income $122.8M (+59.7%); GAAP diluted EPS $1.91 (+24.8%).
CBIZ Q4 revenue up 40.5% on Marcum acquisition; 2025 adjusted EPS guidance $3.60-$3.65
Q4 revenue $460.3M (+40.5% YoY); same-unit revenue up 6.4%; Marcum acquisition closed Nov 1, 2024.
CBIZ raises executive pay after Marcum acquisition; PSU max payout increased to 300%
Grisko base $1M, LTI $5.2M; Spurio base $875k, LTI $1.8M; Kouzelos base $600k, LTI $1.22M.
CBIZ board renews share repurchase program, authorizes up to 5M shares through March 2026
Board reset share repurchase authorization to 5 million shares; program expires March 31, 2026.
CBIZ appoints Kathy Raffa as independent director; former Marcum D.C. managing partner
Appointment effective Jan. 15, 2025; board expands to ten directors.
CBIZ names Brad Lakhia as next CFO, succeeding retiring Ware Grove effective March 17, 2025
Brad Lakhia appointed SVP & CFO effective March 17, 2025; Ware Grove retiring after 24 years.
CBIZ completes $2.2B Marcum non-attest acquisition; pro forma revenue $2.7B
Aggregate consideration $2.2B, with $1.1B cash and ~14.3M shares of CBIZ common stock (valued at $76.84/sh).
CBIZ closes $2.3B acquisition of Marcum’s non-attest business, expects ~$2.8B combined revenue
Total consideration $2.3B: $637.6M cash to partners, $425.5M for obligations, plus 14.26M shares.
CBIZ Q3 revenue $438.9M (+6.9%), adjusted EPS $0.84 (+27%), reaffirms FY guidance
Revenue $438.9M (+6.9%), same-unit up 5.1%; net income $35.1M (+4.2%).
CBIZ shareholders approve stock issuance for Marcum LLP acquisition
Special Meeting held Oct 23, 2024; 89.2% of shares represented.
CBIZ agrees to buy Marcum in $2.3B cash-and-stock deal; Q4 2024 close
Total consideration ~$2.3B: ~$1.1B cash + ~14.4M shares at $76.84; expected close Q4 2024 subject to approvals.
CBIZ Q2 revenue up 5.4% to $420M; announces $2.3B Marcum acquisition
GAAP EPS $0.39, down 26.4% YoY; adjusted EPS $0.50, down 9.1% including $6.7M Marcum deal costs.
CBIZ stockholders elect four directors, ratify KPMG, approve Say-on-Pay at 2024 annual meeting
All four director nominees elected; votes for ranged from ~31.3M to ~40.7M.
CBIZ Q1 revenue $494.3M (+8.7%), GAAP EPS $1.53 (+6.3%), reaffirms FY24 guidance
Revenue $494.3M, up 8.7% YoY; same-unit revenue grew 5.9%.
On January 15, 2025, the Board of Directors (the "Board") of CBIZ, Inc. (the "Company") expanded the number of its directors to ten and appointed Ms. Kathy A. Raffa to serve as an independent director.
Max materiality 0.90 · Median 0.72 · Most common event earnings