CBIZ Company Insiders
CBZ Stock | USD 76.03 1.11 1.48% |
CBIZ's insiders are aggressively selling. The analysis of insiders' sentiment of trading CBIZ Inc stock suggests that vertually all insiders are panicking at this time. CBIZ employs about 6.7 K people. The company is managed by 30 executives with a total tenure of roughly 293 years, averaging almost 9.0 years of service per executive, having 223.33 employees per reported executive.
Steven Gerard Chairman Chairman, CEO and Member of Executive Management Committee |
Rick Burdick Chairman Independent Non-Executive Vice Chairman of the Board, Lead Director |
CBIZ's Insider Buying Vs Selling
0
Selling | Buying |
Latest Trades
2024-03-07 | Josh Gottheimer | Disposed @ 76.15 | |||
2023-11-24 | Ware H Grove | Disposed 100 @ 58.1 | View | ||
2023-11-22 | Ware H Grove | Disposed 6849 @ 57.99 | View | ||
2023-11-07 | Ware H Grove | Disposed 1159 @ 55.23 | View | ||
2023-11-03 | Ware H Grove | Disposed 3911 @ 55.21 | View | ||
2023-08-03 | Benaree Pratt Wiley | Disposed 7519 @ 54.01 | View | ||
2023-08-02 | Ware H Grove | Disposed 20000 @ 54.55 | View | ||
2023-06-05 | Joseph S Dimartino | Disposed 5000 @ 52.35 | View | ||
2023-05-19 | Joseph S Dimartino | Disposed 4873 @ 50.39 | View | ||
2023-05-17 | Joseph S Dimartino | Disposed 5000 @ 50.28 | View | ||
2023-05-15 | Joseph S Dimartino | Disposed 10000 @ 49.82 | View | ||
2023-05-01 | Ware H Grove | Disposed 1515 @ 52.85 | View | ||
2023-04-28 | Ware H Grove | Disposed 18485 @ 53.04 | View |
Monitoring CBIZ's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
CBIZ |
CBIZ's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with CBIZ's future performance. Based on our forecasts, it is anticipated that CBIZ will maintain a workforce of slightly above 6700 employees by May 2024.CBIZ's latest congressional trading
Congressional trading in companies like CBIZ Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in CBIZ by those in governmental positions are based on the same information available to the general public.
2024-03-07 | Representative Josh Gottheimer | Disposed Under $15K | Verify |
CBIZ Management Team Effectiveness
The company has Return on Asset of 0.0537 % which means that on every $100 spent on assets, it made $0.0537 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1608 %, implying that it generated $0.1608 on every 100 dollars invested. CBIZ's management efficiency ratios could be used to measure how well CBIZ manages its routine affairs as well as how well it operates its assets and liabilities. At this time, CBIZ's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.06 in 2024, whereas Return On Capital Employed is likely to drop 0.06 in 2024. At this time, CBIZ's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 1.6 B in 2024, whereas Intangible Assets are likely to drop slightly above 115 M in 2024.Net Income Applicable To Common Shares is likely to rise to about 127.2 M in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 48.1 M in 2024.
CBIZ Workforce Comparison
CBIZ Inc is number one stock in number of employees category among related companies. The total workforce of Industrials industry is currently estimated at about 72,761. CBIZ holds roughly 6,700 in number of employees claiming about 9% of equities under Industrials industry.
CBIZ Profit Margins
The company has Net Profit Margin of 0.08 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of (0.08) %, which entails that for every $100 of revenue, it lost $0.08.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
---|---|---|---|---|---|---|---|---|---|
Gross Profit Margin | 0.15 | 0.1415 |
|
| |||||
Net Profit Margin | 0.0798 | 0.076 |
|
| |||||
Operating Profit Margin | 0.06 | 0.106 |
|
| |||||
Return On Assets | 0.0606 | 0.0577 |
|
| |||||
Return On Equity | 0.16 | 0.1528 |
|
|
CBIZ Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CBIZ insiders, such as employees or executives, is commonly permitted as long as it does not rely on CBIZ's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, CBIZ insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
2024-03-01 | 0.7143 | 20 | 28 | 304,015 | 187,162 |
2023-12-01 | 0.375 | 3 | 8 | 20,000 | 46,949 |
2023-09-01 | 0.4737 | 9 | 19 | 200,000 | 344,796 |
2023-06-01 | 1.0 | 9 | 9 | 41,154 | 64,873 |
2023-03-01 | 0.9375 | 15 | 16 | 526,934 | 491,748 |
2022-12-01 | 0.5333 | 8 | 15 | 151,278 | 244,705 |
2022-09-01 | 0.125 | 2 | 16 | 15,000 | 172,808 |
2022-06-01 | 1.5 | 12 | 8 | 73,200 | 138,471 |
2022-03-01 | 0.7273 | 32 | 44 | 592,502 | 468,589 |
2021-09-01 | 0.4706 | 8 | 17 | 150,000 | 171,277 |
2021-06-01 | 0.7895 | 15 | 19 | 101,011 | 217,502 |
2021-03-01 | 0.6364 | 21 | 33 | 442,504 | 666,288 |
2020-12-01 | 0.3636 | 12 | 33 | 153,000 | 334,141 |
2020-09-01 | 0.4286 | 6 | 14 | 156,000 | 122,600 |
2020-06-01 | 0.8667 | 13 | 15 | 76,072 | 80,916 |
2020-03-01 | 0.6364 | 7 | 11 | 112,251 | 135,992 |
2019-12-01 | 0.35 | 21 | 60 | 1,122,722 | 1,651,828 |
2019-09-01 | 0.5 | 2 | 4 | 91,071 | 186,071 |
2019-06-01 | 1.5714 | 11 | 7 | 84,963 | 77,684 |
2019-03-01 | 0.625 | 10 | 16 | 164,269 | 170,996 |
2018-09-01 | 0.4091 | 9 | 22 | 157,000 | 341,616 |
2018-06-01 | 0.4545 | 15 | 33 | 638,000 | 180,836 |
2018-03-01 | 1.2727 | 14 | 11 | 190,675 | 274,592 |
2017-12-01 | 0.5 | 13 | 26 | 250,053 | 453,161 |
2017-09-01 | 0.25 | 1 | 4 | 25,000 | 82,500 |
2017-06-01 | 0.4894 | 23 | 47 | 815,464 | 538,920 |
2017-03-01 | 0.9444 | 17 | 18 | 225,047 | 303,692 |
2016-12-01 | 0.4286 | 9 | 21 | 273,000 | 572,400 |
2016-09-01 | 0.5556 | 10 | 18 | 99,898 | 291,705 |
2016-06-01 | 0.561 | 23 | 41 | 680,239 | 296,806 |
2016-03-01 | 15.0 | 15 | 1 | 86,696 | 11,896 |
2015-12-01 | 0.6667 | 18 | 27 | 442,832 | 914,962 |
2015-09-01 | 0.9167 | 11 | 12 | 192,498 | 609,833 |
2015-06-01 | 0.5946 | 22 | 37 | 843,262 | 560,253 |
2015-03-01 | 1.7143 | 24 | 14 | 328,627 | 237,245 |
2014-12-01 | 0.9375 | 15 | 16 | 458,832 | 507,554 |
2014-09-01 | 9.0 | 9 | 1 | 704.32 | 10,000 |
2014-06-01 | 0.5814 | 25 | 43 | 786,102 | 247,245 |
2014-03-01 | 1.04 | 26 | 25 | 325,063 | 496,252 |
2013-12-01 | 0.5581 | 24 | 43 | 638,234 | 1,434,369 |
2013-09-01 | 1.5 | 6 | 4 | 735.27 | 15,433,336 |
2013-06-01 | 0.6667 | 20 | 30 | 771,215 | 194,599 |
2013-03-01 | 6.5 | 13 | 2 | 84,851 | 10,000 |
2012-06-01 | 1.25 | 20 | 16 | 771,288 | 146,274 |
2012-03-01 | 6.0 | 12 | 2 | 60,823 | 5,000 |
2011-12-01 | 6.0 | 6 | 1 | 847.00 | 5,000 |
2011-06-01 | 0.5385 | 21 | 39 | 772,434 | 136,699 |
2011-03-01 | 1.0952 | 23 | 21 | 148,168 | 141,107 |
2010-09-01 | 1.5 | 3 | 2 | 572.00 | 15,433,338 |
2010-06-01 | 0.5789 | 11 | 19 | 383,520 | 33,687 |
2010-03-01 | 1.1667 | 14 | 12 | 91,721 | 93,024 |
2009-09-01 | 2.5 | 5 | 2 | 50,513 | 100,000 |
2009-06-01 | 0.8182 | 18 | 22 | 391,987 | 26,173 |
2009-03-01 | 3.5 | 14 | 4 | 73,567 | 44,922 |
2008-12-01 | 0.8889 | 8 | 9 | 60,550 | 65,000 |
2008-09-01 | 0.45 | 9 | 20 | 80,513 | 133,900 |
2008-06-01 | 1.3077 | 17 | 13 | 406,567 | 5,967 |
2008-03-01 | 5.6667 | 34 | 6 | 172,758 | 17,890 |
2007-12-01 | 0.72 | 18 | 25 | 237,554 | 159,941 |
2007-09-01 | 2.75 | 11 | 4 | 79,090 | 128,491 |
2007-06-01 | 1.1 | 22 | 20 | 509,288 | 142,372 |
2007-03-01 | 1.2857 | 18 | 14 | 45,303 | 72,599 |
2006-12-01 | 1.6667 | 15 | 9 | 120,294 | 108,365 |
2006-09-01 | 1.3636 | 15 | 11 | 61,588 | 117,650 |
CBIZ Notable Stakeholders
A CBIZ stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as CBIZ often face trade-offs trying to please all of them. CBIZ's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting CBIZ's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Steven Gerard | Chairman, CEO and Member of Executive Management Committee | Profile | |
Rick Burdick | Independent Non-Executive Vice Chairman of the Board, Lead Director | Profile | |
John Fleischer | Senior Vice President, Chief Information Officer | Profile | |
Ware Grove | Chief Financial Officer, Senior Vice President | Profile | |
Jerome Grisko | President, COO, Director and Member of Executive Management Committee | Profile | |
Chris Spurio | Senior Vice President and President - CBIZ’s Financial Services | Profile | |
Michael Kouzelos | Senior Vice President and Presidentident - CBIZ Employee Services Practice Group | Profile | |
Richard Mills | Chief Operating Officer - Financial Services | Profile | |
Joseph DiMartino | Independent Director | Profile | |
Michael DeGroote | Independent Director | Profile | |
Sherrill Hudson | Independent Director | Profile | |
Donald Weir | Independent Director | Profile | |
Todd Slotkin | Independent Director | Profile | |
Gina France | Independent Director | Profile | |
Benaree Wiley | Independent Director | Profile | |
Michael Gleespen | Corporate Secretary, General Counsel | Profile | |
Matthew Morelli | Senior Development | Profile | |
Teresa Bur | Chief Human Resource Officer, Senior Vice President | Profile | |
Jaileah Huddleston | Chief Secretary | Profile | |
Bruce Kowalski | Vice President - Tax | Profile | |
Brian Carey | VP Devel | Profile | |
Steven Janssen | Managing Florida | Profile | |
Mark Waxman | Senior Vice President Chief Marketing Officer | Profile | |
Elizabeth Newman | Chief Officer | Profile | |
Andrew Dambrosio | Controller | Profile | |
Bob Batz | Senior Bay | Profile | |
Richard Marabito | Independent Director | Profile | |
John Cook | President - Employee Benefits | Profile | |
Cynthia Sobe | Treasurer | Profile | |
A Sherman | Independent Director | Profile |
About CBIZ Management Performance
The success or failure of an entity such as CBIZ Inc often depends on how effective the management is. CBIZ management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of CBIZ management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the CBIZ management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.11 | 0.12 | |
Return On Capital Employed | 0.11 | 0.06 | |
Return On Assets | 0.06 | 0.06 | |
Return On Equity | 0.15 | 0.16 |
The data published in CBIZ's official financial statements usually reflect CBIZ's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of CBIZ Inc. For example, before you start analyzing numbers published by CBIZ accountants, it's critical to develop an understanding of what CBIZ's liquidity, profitability, and earnings quality are in the context of the Professional Services space in which it operates.
Please note, the presentation of CBIZ's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, CBIZ's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in CBIZ's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of CBIZ Inc. Please utilize our Beneish M Score to check the likelihood of CBIZ's management manipulating its earnings.
CBIZ Workforce Analysis
Traditionally, organizations such as CBIZ use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare CBIZ within its industry.CBIZ Manpower Efficiency
Return on CBIZ Manpower
Revenue Per Employee | 237.5K | |
Revenue Per Executive | 53M | |
Net Income Per Employee | 18.1K | |
Net Income Per Executive | 4M | |
Working Capital Per Employee | 15K | |
Working Capital Per Executive | 3.4M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CBIZ Inc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the CBIZ Inc information on this page should be used as a complementary analysis to other CBIZ's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Complementary Tools for CBIZ Stock analysis
When running CBIZ's price analysis, check to measure CBIZ's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CBIZ is operating at the current time. Most of CBIZ's value examination focuses on studying past and present price action to predict the probability of CBIZ's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CBIZ's price. Additionally, you may evaluate how the addition of CBIZ to your portfolios can decrease your overall portfolio volatility.
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |
Is CBIZ's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CBIZ. If investors know CBIZ will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CBIZ listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.264 | Earnings Share 2.39 | Revenue Per Share 31.831 | Quarterly Revenue Growth 0.11 | Return On Assets 0.0537 |
The market value of CBIZ Inc is measured differently than its book value, which is the value of CBIZ that is recorded on the company's balance sheet. Investors also form their own opinion of CBIZ's value that differs from its market value or its book value, called intrinsic value, which is CBIZ's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CBIZ's market value can be influenced by many factors that don't directly affect CBIZ's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CBIZ's value and its price as these two are different measures arrived at by different means. Investors typically determine if CBIZ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CBIZ's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.