secwatch / observer

CBIZ, Inc. — fact timeline

Source-grounded facts extracted from CBIZ, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CBZ CBIZ, Inc. JSON
Earnings Releases

CBIZ, Inc. reported fiscal year ending December 31, 2026 results: revenue ~$2.8B to $2.9B, EPS ~$4.00 to $4.10. Guidance raised.

“2026 Financial Outlook: Metric Previous 2026 Outlook Updated 2026 Outlook Total Revenue ~$2.8B to $2.9B ~$2.8B to $2.9B Adjusted EBITDA ~$450M to $460M ~$465M to $475M Adjusted Diluted EPS ~$3.75 to $3.85 ~$4.00 to $4.10 Free Cash Flow ~$270M to $290M ~$270M to $290M”
Earnings Releases

CBIZ, Inc. reported three months ended March 31, 2026 results: revenue $849M, net income $162M, EPS $2.63.

“First-Quarter Financial Highlights: • Total revenue of $849M, up 1.3%; Financial Services revenue up 2.1% • Net income of $162M, up 31.6%; GAAP EPS of $2.63, up 37.7% • Adjusted EBITDA of $244M, up 1.5%; Adjusted diluted EPS of $2.50, up 7.3% • Operating cash flow up 71.1%; Free cash flow up 69.5% • Repurchased ~2M shares for ~$63M through end of April; net leverage decreased 0.5x YoY • 2026 outlook continues to contemplate low to mid-single digit revenue growth, improved earnings and strong free cash flow conversion over prior year”
Governance Changes

CBIZ, Inc.: Amended Bylaws to modernize provisions including virtual meetings, voting standard change to majority/plurality cast, advance notice, universal proxy rules, and updates to Delaware law (effective 2025-11-12).

“On November 12, 2025, the Board of Directors (the “Board”) of CBIZ, Inc. (the “Company”) approved and adopted amendments to the Company’s Amended and Restated Bylaws (as amended and restated, the “Bylaws”), effective immediately.”

Kathy A. Raffa was appointed as independent director at CBIZ, Inc..

“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.”
Shareholder Votes

CBIZ, Inc. shareholders approved Advisory approval of the compensation of the Company's Named Executive Officers at the 2024-05-09 meeting.

“The stockholders approved, on an advisory basis, the compensation of the Company’s Named Executive Officers as disclosed in the 2024 proxy statement. The results of the vote taken were as follows: For 41,905,163 Against 2,206,760 Abstain 18,322 Broker Non Votes 2,687,133”
Shareholder Votes

CBIZ, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm at the 2024-05-09 meeting.

“The stockholders ratified the selection by the Audit Committee of the Board of Directors of KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024. The results of the vote taken were as follows: For 45,728,777 Against 1,087,120 Abstain 1,481”
Shareholder Votes

CBIZ, Inc. shareholders approved Election of Directors at the 2024-05-09 meeting.

“The stockholders elected the following nominees for election as directors. The results of the vote taken were as follows: Directors For Against Abstain Broker Non Votes Michael H. DeGroote 35,986,736 8,138,134 5,375 2,687,133 Gina D. France 40,640,290 3,484,572 5,383 2,687,133 A. Haag Sherman 31,285,040 12,839,818 5,387 2,687,133 Todd J. Slotkin 40,671,619 3,454,202 4,424 2,687,133”
Earnings Releases

CBIZ, Inc. reported the first quarter ended March 31, 2024 results: revenue $494.3 million, net income $76.9 million, EPS $1.53 per diluted share. Guidance reaffirmed.

“CBIZ, Inc., (NYSE: CBZ) (“CBIZ” or the “Company”), a leading provider of financial, insurance and advisory services, today announced results for the first quarter ended March 31, 2024. For the 2024 first quarter, CBIZ recorded revenue of $494.3 million, an increase of $39.7 million, or 8.7%, compared with $454.6 million reported for the same period in 2023. Acquired operations contributed $12.8 million, or 2.8%, to first-quarter 2024 revenue growth. Same-unit revenue increased by $26.9 million, or 5.9%, for the quarter, compared with the same period a year ago. Net income was $76.9 million, or $1.53 per diluted share, compared with $73.2 million, or $1.44 per diluted share, for the same period a year ago.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.