CBIZ, Inc. (NYSE:CBZ) disclosed that Senior Vice President and Chief Financial Officer Brad S. Lakhia acquired 12,775 shares of the company's common stock on March 13, 2026, at a per-share price of $25.9663. The outlay for the purchase totaled $331,719.
The transaction occurred as CBZ shares were trading near a 52-week low of $25.45, and the stock has declined roughly 63% over the past year. The purchase increases Lakhia's direct ownership in the company to 148,479.9545 shares. That total includes 1,154.9545 shares that were obtained through the Company’s 2007 Employee Stock Purchase Plan.
Separately, CBIZ reported its fourth-quarter and full-year results for 2025. Fourth-quarter revenue reached $543 million, representing an 18% rise from the prior year. Management attributed much of that revenue growth to the acquisition of Marcum. Despite the top-line increase, adjusted diluted earnings per share for the quarter showed a loss of $0.70, which was marginally worse than the analyst consensus loss of $0.6408.
Taken together, the insider purchase and the recent financial results present a mixed picture: significant revenue expansion concurrent with an adjusted EPS shortfall. The revenue increase and the company’s stated contribution from Marcum were highlighted in the firm’s results, while the adjusted earnings metric remained negative and slightly behind external estimates.
This filing updates the disclosure of holdings and recent insider activity at CBIZ and situates the transaction alongside the company’s most recent quarterly performance metrics.
Summary
CBIZ CFO Brad S. Lakhia bought 12,775 shares for $25.9663 each on March 13, 2026, totaling $331,719. The purchase brings his direct holdings to 148,479.9545 shares, inclusive of 1,154.9545 shares from a 2007 ESPP. The trade happened while CBZ’s stock hovered near a 52-week low and follows a quarter where revenue rose 18% to $543 million but adjusted diluted EPS posted a loss of $0.70 versus an expected loss of $0.6408.
Key points
- Insider transaction: CFO Brad S. Lakhia purchased 12,775 shares at $25.9663 on March 13, 2026, for $331,719.
- Ownership: Lakhia now directly holds 148,479.9545 shares, including 1,154.9545 shares from the 2007 Employee Stock Purchase Plan.
- Financials: CBIZ reported Q4 2025 revenue of $543 million, up 18% year-over-year, with adjusted diluted EPS of negative $0.70 compared with an analyst-expected loss of $0.6408; revenue growth was largely attributed to the Marcum acquisition.
Risks / Uncertainties
- Share-price weakness: The stock is trading near its 52-week low of $25.45 and is down about 63% over the last year, reflecting market pressure on the equity.
- Earnings shortfall: Adjusted diluted EPS for the quarter showed a loss of $0.70, slightly worse than the consensus loss of $0.6408, which may weigh on investor sentiment.
- Market challenges: The company acknowledged market challenges alongside its financial results, which could affect near-term performance and valuation.