CBIZ, Inc. stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideBalanced
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideWatch
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideStrong
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideWatch
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Low (0/100) · Gap confidence 58/100
The market has largely caught up to the documented story.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 58/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 67/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Fri 26 Feb · expected 10-K
Last year filed 26 Feb 2026.
Fri 30 Apr · expected 10-Q
Last year filed 30 Apr 2026.
- Filed
Mon 2 Nov · 8-K
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement terminated
CBIZ completed acquisition by Grant Thornton Advisors for $5 billion enterprise value ($55/share cash). Company became wholly owned subsidiary, stock delisted from NYSE, all directors/officers departed, credit facility repaid in full.
News flow: Balanced 48 → Watch 37The filings read less positively.
Fri 30 Oct · 10-Q
Quarterly report (10-Q), period ending 30 Sep 2026
News flow: Balanced 48 → Watch 37The filings read less positively.
The price trend strengthened.
Tue 27 Oct · 8-K
Thu 22 Oct · 8-K
8-K · Item 2.02 — Results of operations
CBIZ identified approximately $15 million in additional one-time legal expenses not previously disclosed, reducing net income by ~$10.5 million after tax. Expenses relate to pending Grant Thornton acquisition transaction and will be excluded from adjusted metrics.
Mon 19 Oct · 8-K
8-K · Item 2.02 — Results of operations
CBIZ reported Q3 2026 net income up 56.7% to $47M and adjusted EBITDA up 6.3% to $132M, with revenue up 1.2%. Nine-month results show net income up 12.2% and EPS up 18.3%. Pending $5.0B Grant Thornton acquisition expected Q4 2026.
Tue 4 Aug · 10-Q
Quarterly report (10-Q), period ending 27 Jul 2026
Wed 29 Jul · 8-K
Wed 29 Jul · 8-K
Wed 29 Jul · 8-K
Fri 15 May · 8-K
Thu 30 Apr · 10-Q
Wed 29 Apr · 8-K
Thu 26 Feb · 10-K
Annual report (10-K), FY2026
Wed 25 Feb · 8-K
Tue 17 Feb · 8-K
Wed 14 Jan · 8-K
Mon 17 Nov · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.