Here's how to file a claim for a cash payment from the $485,000 CBiz data breach class action settlement
Individuals impacted by the 2024 CBiz data breach may be eligible for a cash payment from a $485,000 class action settlement. Claimants can seek reimbursement for documented out-of-pocket losses up to $5,000 and/or a pro rata cash payment estimated at $100. The deadline to file a claim is December 24, 2026, and payments are expected approximately 60 days after the final approval hearing on January 13, 2027.
Is CBIZ (CBZ) Outperforming Other Business Services Stocks This Year?
CBIZ (CBZ) is outperforming other Business Services stocks this year, with a year-to-date return of 8.4% compared to the sector's average loss of 14.6%. The company holds a Zacks Rank #2 (Buy), and its full-year earnings estimates have seen a 2.3% increase. GigaCloud Technology Inc. (GCT) is another strong performer in the sector, showing even higher returns and a Zacks Rank #1 (Strong Buy).
Ready, Set, AI: How Agentic AI is Reshaping Retail
This article explores how Agentic AI is transforming the retail sector by enabling faster, more coordinated decisions and shifting from a "report-and-react" to a "sense-and-respond" approach. It highlights practical applications of agentic AI across various retail functions like pricing, demand forecasting, customer service, and supply chain management. The author also discusses challenges such as data integration and maintaining human oversight, and provides a roadmap for implementing agentic AI to achieve measurable value and enhance operational efficiency.
Top proxy advisory supports Grant Thornton’s purchase of CBIZ
A top proxy advisory firm, Institutional Shareholder Services (ISS), has recommended that shareholders approve Grant Thornton's pending acquisition of CBIZ Inc. The article notes that CBIZ is headquartered in Independence, Ohio, and details the publication date of this news.
September 2026 Recap | On The Margin
The "September 2026 Recap | On The Margin" report from CBIZ details that global markets experienced mostly negative returns in September 2026, primarily due to inflation concerns and rising interest rates impacting equities and fixed income. While U.S. large-cap growth stocks were an exception, small-cap stocks, international equities, and bonds all saw declines. The full publication is available for download, offering detailed insights into these market trends.
The IRS Is Raising the Bar on R&D Credits: Are You Ready for Schedule G?
The IRS is implementing significant changes to R&D credit reporting requirements, with Schedule G becoming mandatory for tax years beginning after December 31, 2025. This new requirement demands detailed, business component-level disclosure, moving away from aggregated reporting. Companies need to prepare by integrating various data systems and strengthening documentation processes to avoid compliance and audit risks.
Minimum Controls for Cyber Insurance—How are They Changing and Why?
The cyber insurance market is evolving, requiring small to mid-sized businesses (SMBs) to implement more robust cybersecurity controls to qualify for coverage and secure favorable premiums. Key drivers for these changes include the rise of AI-powered attacks, a heightened focus of threat actors on SMBs, and the increasing integration of cyber coverage with managed IT services. Insurers now demand technical evidence and real-time validation of controls, moving beyond self-reported checklists, and consider AI governance a critical best practice.
Reevaluate Every Asset’s Role in the 2027 Portfolio
With a wave of commercial real estate loan maturities approaching in 2027, this article advises real estate teams to reevaluate every asset's role in their portfolios. It emphasizes moving beyond portfolio-level averages to assess each property individually, considering alignment with investment strategy, potential for improved returns elsewhere, and overall portfolio resilience. The piece suggests a valuation-led approach to decide whether to protect, improve, recapitalize, harvest, or exit an asset, especially given increased debt costs and stricter underwriting.
The Sales Tax Automation Myth in Private Equity
This article addresses the misconception that sales tax automation must wait until all acquired companies in a private equity portfolio are on the same ERP system. It highlights that compliance complexity increases after acquisitions due to disparate systems and processes, advocating for automation as a bridge solution during ERP integration. CBIZ's approach to sales tax compliance is presented as a practical method to manage data from multiple sources and support ongoing filings, thereby freeing tax professionals for higher-value work.
CBIZ soars 78% in 5 months after InvestingPro Fair Value signal
InvestingPro's Fair Value analysis successfully identified CBIZ (NYSE:CBZ) as significantly undervalued in April 2026, leading to a 78% gain over five months. The stock's intrinsic value of $48.98 per share was validated by Grant Thornton's acquisition of CBIZ for $5 billion, proving the accuracy of InvestingPro's comprehensive valuation methodology. This case highlights how Fair Value analysis can help investors find mispriced opportunities and make informed decisions.
CBIZ soars 78% in 5 months after InvestingPro Fair Value signal By Investing.com
CBIZ, Inc. saw its stock price surge by 78% in five months after InvestingPro's Fair Value models identified it as significantly undervalued in April 2026. The initial analysis calculated an intrinsic value suggesting a 60.59% upside, which was validated by a $5 billion acquisition offer from Grant Thornton in July 2026. This success highlights InvestingPro's methodology of combining multiple valuation approaches to identify mispriced opportunities for investors.
SEC Staff Issues Reminder on Fair Value and Disclosure Considerations for Private Assets
The SEC's Chief Accountant and the Director of the Division of Investment Management have issued a statement reminding registrants about the importance of rigorous fair value measurement processes and transparent disclosures for private assets, especially private credit investments. The statement emphasizes robust valuation practices and meaningful disclosures to help investors understand reported values and portfolio risks, particularly given the illiquid nature of private credit. It also highlights key valuation reminders under ASC 820, disclosure expectations, and considerations for portfolio risk transparency and the use of the NAV practical expedient.
Caught in the Crossfire: Balancing Cost Efficiency and Analytical Rigor
Fund managers face the challenge of balancing administrative costs with the need for reliable fair value measurements in private equity and private credit investments. While efficiency often reduces valuation analytics, relying solely on historical transactions or simple calibration can lead to inaccuracies as market conditions and company performance evolve. The article emphasizes the importance of independent, market-based valuation analyses to ensure reported values align with current market realities and participant assumptions.
Bank of America Corp DE Acquires 224,255 Shares of CBIZ, Inc. $CBZ
Bank of America Corp DE has acquired 224,255 shares of CBIZ, Inc. (NYSE:CBZ) for approximately $7.2 million, representing 0.41% of the company. This comes as CBIZ exceeded quarterly earnings expectations with $0.91 EPS, though revenue saw a slight decline. Analysts currently rate CBIZ as a "Hold" with an average price target below its current trading price.
SEC Risk Alert Highlights Gaps in Adviser Annual Compliance Reviews
The SEC's Division of Examinations recently issued a Risk Alert focusing on deficiencies in investment adviser annual compliance reviews required by Rule 206(4)-7. The Alert highlights six key areas where advisers often fall short, including timeliness, completeness of procedures, adherence to procedures, alignment with business practices, documentation, and corrective action. This serves as a practical guide for advisers to strengthen their compliance processes and ensure exam readiness.
CBIZ stock tracks the USD 55 merger offer as vote nears
CBIZ stock is trading just below a USD 55.00 cash merger offer, with a shareholder vote scheduled for October 27, 2026. A recent analyst downgrade to "Hold" after the go-shop period suggests the USD 55.00 offer is the most likely outcome, narrowing the spread. Despite a Q2 earnings beat, the revenue miss and operating margin decline highlight why the defined cash value of the merger is significant for investors.
Form 4 CBIZ Inc For: 25 September By Investing.com
This article announces the filing of Form 4 for CBIZ Inc. on September 25, indicating an insider transaction or change in ownership that needs to be disclosed to the SEC. The brief entry provides the filing date and company information, noting that CBIZ Inc. is traded under the stock symbol CBZ.
Form 4 CBIZ Inc For: 25 September By Investing.com
This article announces the filing of Form 4 for CBIZ Inc. on September 25, 2026. Form 4 is a document filed with the SEC to report changes in beneficial ownership of securities by company insiders. The brief news piece provides no further details beyond the filing date.
Designing a Practical Roadmap to Meet Strict CMMC and CUI Compliance Standards
CBIZ helped a manufacturing and engineering firm achieve CMMC Level 2 compliance and prepare for NIST SP 800-171 revision 3. The firm, which produces specialty electric motors, generators, and energy storage products, needed to meet strict standards to protect its eligibility for government contracting work. CBIZ conducted a gap assessment, developed a remediation plan, and created a roadmap for ongoing compliance, ultimately leading to successful CMMC Level 2 certification.
Goldman Sachs shopped CBIZ to 24 other buyers. None made an offer.
Goldman Sachs approached 24 potential buyers regarding CBIZ, but none of them made an offer for the company. This suggests a lack of interest despite Goldman Sachs' efforts to find a suitor for CBIZ. The article implies that CBIZ's value or attractiveness to other buyers might be lower than anticipated.
2027 Outlook: Build Resilience Into Portfolio Returns
As real estate investors plan for 2027, the article emphasizes the importance of building resilience into portfolios by integrating risk management into financial planning. Risks like rising insurance costs, technological disruptions, and evolving regulatory obligations are increasingly impacting property valuations and returns, moving beyond traditional financial considerations. The author advises an integrated approach to risk assessment, urging owners to look beyond immediate risk transfer to structure, value, finance, and operate portfolios that can withstand disruption.
Gifts From Covered Expatriates: Could Form 708 Trigger a 40% Tax?
The IRS has released Form 708, "United States Return of Tax for Gifts and Bequests Received From Covered Expatriates," which brings long-standing but previously dormant rules under Internal Revenue Code Section 2801 into practical focus. This new filing requirement, effective for transfers received in 2025, may impose a significant 40% transfer tax on U.S. recipients of gifts or inheritances from individuals who have expatriated and are classified as "covered expatriates." The article emphasizes the importance for international families and their advisors to understand these rules, differentiate Form 708 from other reporting forms like Form 3520, and engage in early planning to navigate potential tax obligations.
Engineers Gate Manager LP Sells 177,848 Shares of CBIZ, Inc. $CBZ
Engineers Gate Manager LP significantly reduced its stake in CBIZ, Inc. by selling 177,848 shares, decreasing its position by 91.2%. Despite exceeding earnings estimates, CBIZ's revenue slightly missed expectations, and analysts currently hold a cautious "Hold" rating for the stock with an average price target below its current trading price. Other institutional investors have also adjusted their positions in CBIZ, which trades with a market cap of $2.97 billion.
CBIZ, Inc. (CBZ) Stock Price, News, Quote & History
This article provides a comprehensive overview of CBIZ, Inc. (CBZ), including its current stock price, recent news, historical data, and financial performance. It highlights the company's services in financial, insurance, and advisory sectors, and includes analyst ratings and key financial statistics. The stock closed at 54.68, down 0.01% as of 3:33 PM EDT.
Massachusetts Appeals Court Affirms Manufacturing Corporation Classification in Skechers Case
The Massachusetts Appeals Court affirmed that Skechers USA, Inc. qualifies as a manufacturing corporation for state corporate excise tax purposes, despite outsourcing production. The court determined that Skechers' deep involvement in design, specifications, testing, and oversight of footwear production constituted substantial manufacturing activity under Massachusetts law. This decision has implications for other companies that outsource production but maintain significant control over the manufacturing process, particularly for historical tax years in Massachusetts.
Is Your Real Estate Portfolio Ready to Refinance in 2027?
Real estate owners should proactively plan for 2027 loan maturities, viewing them as strategic capital decisions rather than mere refinancing events. The article highlights a significant refinancing wave projected for 2027 and emphasizes the importance of early planning to address potential "equity gaps" and align refinancing decisions with broader portfolio strategies. Owners are encouraged to evaluate current underwriting standards, assess capital needs, and consider various solutions beyond traditional refinancing to ensure long-term success.
CBIZ shareholders to vote Oct. 27 on $5B Grant Thornton deal
CBIZ Inc. shareholders are scheduled to vote on October 27 on a proposed $5 billion deal to sell the company to Grant Thornton at $55 per share. The article mentions CBIZ's headquarters in Independence, which opened in the fall of 2023. The article does not provide further details about the deal's implications or the reasons behind it.
CBIZ (NYSE: CBZ) CFO has shares withheld to cover tax bill
CBIZ's CFO, Brad S. Lakhia, had 5,813 shares of common stock withheld on September 17, 2026, to cover tax liabilities arising from the vesting of restricted stock units granted in 2025. This transaction was a tax-withholding disposition, not an open-market sale, and Lakhia now directly holds 141,019.9545 shares. The shares were withheld at a price of $54.60 per share, and no Rule 10b5-1 trading plan was reported for this event.
How Companies Should Think About Non-GAAP Reporting
This article discusses the importance and complexities of non-GAAP reporting for public companies. It highlights how non-GAAP metrics can offer investors additional insight into a company's operational performance beyond standard GAAP results, provided they are used transparently and consistently. The piece also outlines common risks, such as misleading adjustments and inconsistent application, and offers best practices for effective non-GAAP reporting to maintain credibility and comply with SEC regulations.
U.S. Manufacturers Have New Opportunities to Access Growth Capital
The article discusses new opportunities for U.S. manufacturers to access growth capital through recent changes by the Small Business Administration (SBA). These changes include increased borrowing limits, the introduction of the Manufacturers’ Access to Revolving Credit (MARC) program for working capital, and initiatives supporting reshoring and domestic expansion with loan guarantees and fee reductions. These updates aim to help manufacturers invest in equipment, expand operations, acquire competitors, and manage cash flow more effectively.
CBIZ, Inc. (NYSE:CBZ) Given Average Recommendation of "Hold" by Analysts
CBIZ, Inc. (NYSE:CBZ) has received an average "Hold" rating from analysts, with six of seven brokerages recommending a hold and one a buy. The average 12-month price target is $44.50, which is below the current share price of $54.65. Despite recent downgrades from some firms, CBIZ's latest quarterly earnings exceeded expectations, though revenue slightly missed forecasts.
All-cash deal would take CBIZ (NYSE: CBZ) private if investors approve
CBIZ (NYSE: CBZ) is proposing an all-cash sale to an affiliate of Grant Thornton for $55 per share, which would take the company private and delist its stock from the NYSE. The merger, requiring approval from a majority of outstanding shares, has been unanimously recommended by CBIZ's board and received a fairness opinion from Goldman Sachs. The deal is valued at approximately $5.235 billion and is expected to close in Q4 2026.
Cost Segregation Unlocks $23M First-Year Deduction
CBIZ helped a client developing a $90 million multifamily property reduce their taxable income and improve near-term cash flow through a cost segregation study. This study reclassified eligible construction costs to shorter recovery periods, enabling the client to claim a $23 million first-year tax deduction. This strategy not only provided immediate tax benefits and strengthened cash flow but also established a framework for future tax-saving opportunities.
Developer Unlocks $10M+ in Tax Deductions
A real estate acquisition and development company in the Carolinas partnered with CBIZ to enhance its tax efficiency. CBIZ conducted lookback studies on the client's real estate portfolio, identifying and recovering over $10 million in previously unclaimed accelerated depreciation deductions. This initiative significantly reduced the client's taxable income and improved their near-term cash flow, while also providing valuable insights for future tax planning.
$5M in Tax Savings Through Cost Segregation
This case study details how CBIZ helped a national real estate acquisition and development company, structured as a REIT, achieve an estimated $5 million in tax savings. By implementing a standardized cost segregation strategy across its existing and future property acquisitions, the client improved cash flow, optimized depreciation benefits, and created a repeatable framework for future tax planning. This scalable approach allows the client to efficiently identify depreciation opportunities and make more informed acquisition decisions.
CBIZ (NYSE:CBZ) Given Market Perform Rating at Barrington Research
Barrington Research reaffirmed its "Market Perform" rating for CBIZ (NYSE:CBZ), aligning with a broader "Hold" consensus from analysts, despite an average price target of $44.50 falling below the stock's current $54.62. The company recently reported Q2 EPS of $0.91, exceeding estimates, though revenue of $682.21 million missed expectations and saw a slight year-over-year decline. Institutional investors hold approximately 87.44% of CBIZ shares, with various funds adjusting their positions.
Real Estate NOI in 2027: Build Cash Flow That Holds Up
Real estate leaders are shifting focus from Net Operating Income (NOI) growth to the durability of cash flow as they plan for 2027, driven by higher borrowing costs and tighter operating margins. The article emphasizes that sustainable NOI requires stable tenant relationships, strong occupancy, efficient operations, and planned capital investments, rather than just revenue increases. It highlights the importance of addressing internal portfolio threats like deferred maintenance and rising expenses to protect future profitability and enhance cash flow resilience.
QSBS Planning Remains Complicated
The One Big Beautiful Bill Act (OBBBA) expanded benefits for Qualified Small Business Stock (QSBS), but drafting errors create uncertainty regarding the determination and measurement of these benefits. This ambiguity particularly affects the stock's holding period, impacting eligibility for gain exclusion limits. Businesses are advised to analyze how QSBS rules apply to their specific situations and seek guidance due to potential millions in tax benefits.
2027 HR Compliance: Critical Deadlines to Know
This article highlights critical HR compliance deadlines for employers in 2027, emphasizing the need for early attention due to evolving regulations and administrative demands. It breaks down key compliance areas by quarter, including payroll and tax, ACA reporting, benefits administration, and year-end requirements. CBIZ also offers a 2027 HR Compliance Calendar to help organizations stay organized.
Hsbc Holdings PLC Purchases New Holdings in CBIZ, Inc. $CBZ
Hsbc Holdings PLC recently acquired 41,460 shares of CBIZ, Inc. (NYSE:CBZ) during the second quarter, a new stake valued at approximately $1.34 million. This acquisition represents 0.08% of CBIZ's stock, with institutional investors collectively owning 87.44% of the company. CBIZ reported strong quarterly earnings, beating estimates with $0.91 per share, although revenue slightly missed forecasts.
NAV Lending: Growth, Fundamentals, and Risks
NAV lending has evolved into a crucial tool for investment funds to manage liquidity and portfolios, driven by extended private-market holding periods and a demand for flexible capital. While it offers benefits like liquidity optimization and facilitating distributions, it also introduces risks such as increased leverage, potential erosion of LP returns, and complexities in documentation and governance. The article emphasizes the need for careful risk management, due diligence, and transparent communication between GPs and LPs to navigate these challenges effectively.
The Democratization of Investing: Expanding Access to Private Markets
The article discusses the "democratization of investing," which refers to expanding access to private markets like private equity, private credit, and real estate beyond institutional and ultra-high-net-worth investors. Recent regulatory changes, such as the DOL's stance on 401(k) private equity allocations and the SEC's guidance on registered closed-end funds, are facilitating this shift. While offering diversification and new return streams, this expansion also brings risks related to illiquidity, valuation, and fees, necessitating careful product design, transparent disclosures, and investor education.
163,214 Shares in CBIZ, Inc. $CBZ Bought by Cygnus Capital Advisors LLC
Cygnus Capital Advisors LLC has acquired 163,214 shares of CBIZ, Inc. (NYSE:CBZ) during the second quarter, valuing the stake at approximately $5.24 million and making it 3.5% of their portfolio. Other institutional investors have also adjusted their holdings, with 87.44% of the stock now owned by institutions and hedge funds. Despite a cautious "Hold" rating from analysts with a consensus price target of $44.50, CBIZ reported strong quarterly EPS of $0.91, surpassing estimates, though revenue saw a slight year-over-year decline.
Jupiter Topco LLC Buys Shares of 21,663 CBIZ, Inc. $CBZ
Jupiter Topco LLC acquired 21,663 shares of CBIZ, Inc. (NYSE:CBZ) worth approximately $695,000 during the second quarter. Other institutional investors also adjusted their holdings in CBIZ, which has 87.44% institutional ownership. Despite beating quarterly EPS expectations, its revenue declined year-over-year, and analysts hold a consensus "Hold" rating with an average price target below its current trading price.
45,973 Shares in CBIZ, Inc. $CBZ Purchased by Legal & General Group Plc
Legal & General Group Plc recently acquired 45,973 shares of CBIZ, Inc. (NYSE:CBZ) for approximately $1.48 million, according to its latest SEC filing. This purchase contributes to institutional investors collectively owning 87.44% of the company. Despite CBIZ beating quarterly EPS estimates with $0.91, its revenue of $682.21 million fell short of expectations and was down 0.2% year-over-year.
Bank of New York Mellon Corp Buys Shares of 188,621 CBIZ, Inc. $CBZ
Bank of New York Mellon Corp recently acquired a new stake of 188,621 shares in CBIZ, Inc., valued at approximately $6.05 million. This purchase represents 0.35% of CBIZ, a business services provider, with institutional investors now owning 87.44% of the stock. Despite CBIZ exceeding quarterly earnings estimates, analysts maintain a cautious "Hold" rating with an average price target below its current trading price.
The Manufacturers Life Insurance Company Acquires Shares of 24,139 CBIZ, Inc. $CBZ
The Manufacturers Life Insurance Company recently acquired 24,139 shares of CBIZ, Inc. (NYSE:CBZ) valued at approximately $774,000 during the second quarter. This acquisition is part of broader institutional investor activity, with these entities collectively owning 87.44% of CBIZ's stock. CBIZ reported strong quarterly earnings of $0.91 per share, surpassing analyst expectations, though revenue slightly missed estimates.
Is CBIZ (CBZ) Fully Valued Following Rising Earnings Estimates?
CBIZ (CBZ) has experienced a significant share price increase of 61.83% in the past 90 days, leading to questions about its valuation despite rising earnings estimates. While a fair value narrative suggests the stock is 6.3% overvalued, a Discounted Cash Flow (DCF) model indicates it could be significantly undervalued. The Marcum acquisition is expected to drive future revenue and margin expansion for CBIZ.
Ready, Set, AI: How AI Agents Are Powering the Future of Health and Beauty
AI agents are becoming crucial for health and beauty brands to navigate the evolving marketplace, offering solutions to analyze consumer behavior, recommend decisions, and automate workflows across various functions. While the industry is projected for continued growth, consumers are more intentional with spending, making personalization, performance, and trust essential for brands. AI agents help address these challenges by providing real-time insights and enabling proactive responses to market shifts, rather than reactive analysis.
Maximizing Construction Margins in a High-Rate Environment
The construction industry continues to face challenges from elevated interest rates, impacting financing costs, investment, and market demand. This article outlines five key ways higher rates affect construction and provides strategies for companies to manage these impacts, including efficient project management, diversifying funding, and strategic long-term financing. By adapting to these conditions, construction firms can sustain profitability and navigate the current economic climate.
