CBIZ, Inc.

Day range

—

Open

—

Prev close

$54.98

Volume

0

Market cap

$3.02B

Shares out

54.26M

P/E

21.96

P/S

1.09

P/B

1.59

P/FCF

11.32

ROE

7.2%

ROA

3.0%

Debt/Equity

0.76

Div yield

0.00%

As of Oct 30, 2026

• Executive compensation changeNov 2, 2026

  In connection with the Merger, the Company entered into a letter agreement with Brad Lakhia (the Company's Chief Financial Officer) to provide Mr. Lakhia with reimbursement, if required, for excise taxes that may be incurred by Mr. Lakhia under Section 4999 of the Code, as amended, on certain payments received in connection with the Merger. The maximum value of all payments under the Letter Agreement is $2,368,946.

• Special meeting resultsOct 27, 2026

  On October 27, 2026, the Company held a virtual special meeting of stockholders (the "Special Meeting")... At the Special Meeting, the proposal to adopt the Merger Agreement (the "Merger Agreement Proposal") was approved... The final votes on the Merger Agreement Proposal were as follows: FOR 39,198,360; AGAINST 1,180,759; ABSTENTIONS 60,250.

• Credit facilityOct 22, 2026

  ...our amended and restated credit agreement providing for $2.0 billion in senior secured credit facilities, consisting of a $1.4 billion term loan and $600 million revolving credit facility...

• Quarterly earningsOct 19, 2026

  On October 19, 2026, CBIZ, Inc. (the "Company") issued a press release announcing its financial results for the three and nine months ended September 30, 2026.

• Internal control weaknessJul 29, 2026

  Management identified a material weakness in the Company's internal control over financial reporting relating to the administration of the ESPP (the 'ESPP Material Weakness'). In the evaluation, the Company determined that it did not effectively design and implement controls to ensure share purchases and deliveries associated with the ESPP did not exceed the amount authorized under the ESPP and registered with the SEC.

Days to cover

1.3

Short interest

1.77M

Avg volume

1.4M

As of Oct 15, 2026 · reported to FINRA twice monthly.

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