Twilio Inc (NYSE:TWLO) received a higher price target from Bank of America, which raised its target to $235 from $225 and reiterated a 'Buy' rating, citing increased confidence in the cloud communications company’s execution and cross-selling strategy.
This price target implies significant upside from current levels of about $183.
The firm said accelerating gross profit dollar growth remains the key driver for Twilio shares and believes the company can sustain that momentum as customers adopt more multi-product communication tools, including AI, voice and multi-channel offerings.
Bank of America also raised its valuation multiple to 27 times estimated 2027 free cash flow from 26.6 times previously, saying the higher target reflects stronger confidence in Twilio’s execution potential.
The bank analyzed Twilio’s product-level gross margin trends, noting messaging products carry margins in the low-30% range, while email products generate margins in the mid-80% range.
The analysts wrote that a shift toward higher-margin, non-messaging products could support further gross margin expansion over time.
The firm also outlined scenario analyses for the business. In its base case, it expects slower growth in messaging and email alongside accelerating growth in voice and other communications products.
A bullish scenario assumes faster growth and margin expansion across non-messaging products, while the bearish case assumes weakening growth and margins across most segments.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Twilio (TWLO - Free Report) Headquartered in San Francisco, Twilio Inc. was founded in 2007 and got listed on the NYSE in Jun 2016. Twilio provides Cloud Communications Platform-as-a-Service. The company enables developers to build, scale and operate real-time communications within software applications. The company’s platform consists of three layers, Engagement Cloud, Programmable Communications Cloud and Super Network.
TWLO is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. TWLO has a Momentum Style Score of A, and shares are up 28.9% over the past four weeks.
10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.27 to $5.65 per share. TWLO boasts an average earnings surprise of +15.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TWLO should be on investors' short list.
Bullish setup emerges on the Twilio stock pullback
May 29, 2026 at 11:47 AM
Software stocks are mounting a comeback from AI fears
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Shares of Twilio Inc (NYSE:TWLO) pulled back to the 20-day moving average following a multi-year high earlier this month. This trendline sits just above 12 times the initial public offering (IPO) price of $15 and an earnings reaction high that saw a significant gap to $184.11.
Short interest has climbed 38% since mid-December – a build that began with the shares at $150 when trading at the January 2025 peak. It would take shorts three days to cover, as the shorts are underwater following earnings. Also making it a good bullish bet, software stocks were feared after AI threats, but some are mounting a comeback amid strong earnings.
Our recommended call has a leverage ratio of 5.9 and will double on a 17.1% rise in the underlying equity
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Shares of Twilio (TWLO 0.23%) were up by 20.4% at 3:21 p.m. ET, boosted by a bullish analyst note. After this jump, the stock has nearly doubled in 52 weeks.
TD Cowen says the turnaround is real TD Cowen analyst Derrick Wood reiterated his "buy" rating on Twilio stock with a price target of $210. The stock closed last Friday's trading at $191 per share. Wood may need to reset his price target, as the report itself already lifted Twilio's stock price above it.
After interviewing Twilio executives at last week's TD Cowen tech sector conference, Wood argued that Twilio's turnaround is complete after a 3-year "reset." The maker of software-building tools benefits from the AI boom. Twilio's strongest offerings at the moment include voice-driven commands, automated workflows, and flexibility with bring-your-own-LLM.
Today's Change
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The numbers finally add up Twilio's turnaround has been a long time coming. Top-line sales never stopped growing (though they did slow down in the inflation panic of 2023), but earnings and free cash flows were negative for a couple of years.
But the AI-powered rebound is also clear as day. Over the last four quarters, Twilio generated $899 million of free cash flow on revenues of $5.3 billion. For the first time in Twilio's history, bottom-line earnings turned positive last year.
Image source: Getty Images.
And these financial upticks could be the start of a much bigger story. Twilio CEO Khozema Shipchandler expects big things from conversational intelligence and other voice-controlled AI services.
"We expect voice AI use cases will continue to evolve to be more conversational and cross-channel over time," Shipchandler said in April's Q1 earnings call. "For example, software add-ons such as branded calling and conversational intelligence both grew revenue more than 100% year-over-year."
If Wood's thesis is right, Twilio's AI-powered voice tools are just getting warmed up. Only time will tell, but I like the company's focus on voice AI. The stock didn't wait for permission to start running.
Anders Bylund has positions in Twilio. The Motley Fool has positions in and recommends Twilio. The Motley Fool has a disclosure policy.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Let's take a look at what these Wall Street heavyweights have to say about Twilio (TWLO - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Twilio currently has an average brokerage recommendation (ABR) of 1.58, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.58 approximates between Strong Buy and Buy.
Of the 26 recommendations that derive the current ABR, 19 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 73.1% and 3.9% of all recommendations.
Brokerage Recommendation Trends for TWLO
Check price target & stock forecast for Twilio here>>>
The ABR suggests buying Twilio, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is TWLO a Good Investment?In terms of earnings estimate revisions for Twilio, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $5.63.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Twilio. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Twilio.
Twilio is rated Buy with a 12-month price target of $251, driven by margin expansion and strong AI-driven demand. TWLO achieved its highest revenue and gross profit growth in over three years, with non-GAAP operating income up 31% YoY and FCF guidance above $1B for 2026. AI adoption is accelerating multi-product usage and ARPU, while Segment's platform optionality could drive further multiple expansion if well received at SIGNAL.
Twilio (TWLO - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned +18.7%, compared to the Zacks S&P 500 composite's +4.6% change. During this period, the Zacks Internet - Software industry, which Twilio falls in, has gained 6.4%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Twilio is expected to post earnings of $1.31 per share, indicating a change of +10.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $5.63 points to a change of +15.1% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $6.54 indicates a change of +16.2% from what Twilio is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Twilio is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Twilio, the consensus sales estimate of $1.42 billion for the current quarter points to a year-over-year change of +15.8%. The $5.81 billion and $6.35 billion estimates for the current and next fiscal years indicate changes of +14.6% and +9.4%, respectively.
Last Reported Results and Surprise HistoryTwilio reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of +20%. EPS of $1.5 for the same period compares with $1.14 a year ago.
Compared to the Zacks Consensus Estimate of $1.34 billion, the reported revenues represent a surprise of +4.93%. The EPS surprise was +18.11%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Twilio is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Twilio. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
On June 04, 2026, Twilio Inc TWLO shares rose 4.1% to a current price of $236.64, reflecting a strong performance in the market. Over the past week, shares increased by 28.2%, and in the last month, the stock is up by 24.8%. However, looking at the broader context, TWLO has reached a 52-week high of $238.48 and has a low of $91.84.
GF Value™ verdict: Current price of $236.64 vs GF Value™ of $117.10 indicates the stock is 102.1% overvalued.GF Score™ is 69/100, suggesting it is above average in quality.Most notable signal: Insiders sold $328.2M worth of shares in the last 3 months, with no buying activity. Is TWLO Overvalued or Undervalued? Twilio Inc's current price of $236.64 significantly exceeds the GF Value™ estimate of $117.10, marking the stock as 102.1% overvalued. This substantial difference indicates that there may be limited margin of safety for potential investors. The GF Valuation label categorizes TWLO as significantly overvalued, which presents a risk for current shareholders and potential investors. As the price is well above the estimated intrinsic value, this could suggest that the market has high expectations for future growth that may or may not materialize.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Investors may want to proceed with caution, considering the risks associated with investing in overvalued stocks, such as potential price corrections and volatility in market sentiment.
How Does TWLO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 369.8x 595.5x Forward P/E 41.6x N/A Currently, Twilio's P/E (TTM) stands at 369.8x, which is 38% below its 5-year median of 595.5x. The forward P/E of 41.6x suggests that while the stock may be trading above its historical valuation, it is also reflecting a more favorable expected earnings growth. The P/E analysis aligns with the GF Value™ verdict, indicating that the stock is overvalued based on both current and historical valuation metrics.
What Does TWLO's GF Score™ Tell Us? Metric Rating GF Score™ 69/100 Financial Strength 7/10 Profitability 4/10 Growth 8/10 Valuation 1/10 Momentum 9/10 The GF Score™ provides a comprehensive overview of Twilio's overall quality, with a score of 69/100 indicating a stock that is above average. The strongest area is its Growth rank of 8/10, which reflects the company's potential for future expansion. Conversely, the Valuation rank of 1/10 highlights significant concerns regarding its current price relative to intrinsic value. Financial Strength is rated 7/10, suggesting a solid balance sheet, while Profitability at 4/10 indicates room for improvement in generating consistent profits.
What Are Insiders Doing with TWLO Stock? In the past three months, insiders at Twilio have sold a total of $328.2 million worth of shares, with no reported buying activity. This trend of significant selling raises concerns about the confidence that management has in the company's prospects. When insiders are selling rather than buying, it can signal potential issues with the company's future performance or valuation. This lack of insider buying may suggest that insiders do not believe the stock is currently a good investment at its elevated price levels.
What This Means for Investors Based on the GF Value™ assessment, Twilio Inc TWLO is currently overvalued. With a substantial gap between the current market price and the estimated intrinsic value, potential investors should be cautious and consider the risks involved in investing at these price levels.
For the complete analysis, visit the Twilio Inc TWLO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is TWLO's GF Score™?
TWLO's GF Score™ is 69/100, indicating that it is above average in terms of quality and potential long-term returns.
Is TWLO overvalued or undervalued?
TWLO is currently overvalued, with a GF Value™ of $117.10 compared to its current price of $236.64.
What is TWLO's P/E ratio?
TWLO's P/E (TTM) is 369.8x, which is significantly below its 5-year median of 595.5x, suggesting it is trading above its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Buy Twilio (TWLO). The news points to agentic AI embedded into its communications platform, driving both momentum (up 70% YTD) and fundamentals (revenue $1.41B vs $1.05B; EPS $1.5). This is the kind of “AI application” story that can keep compounding if enterprise adoption continues, not just a hype spike.
Key Risk: AI-driven customer adoption stalls and Twilio’s revenue/EPS growth reverts, making the stock’s momentum unsustainable.
GNRC
Buy Generac (GNRC). The thesis is AI data-center power demand translating into real backlog and earnings power: net sales up 12% to $1.06B, net income $73M ($1.24/share), and C&I sales up 28% to $510M. If hyperscalers keep expanding, backup power becomes a recurring infrastructure spend, not a one-off capex cycle.
Key Risk: Data-center buildouts slow or backup power orders get delayed, causing backlog growth to disappoint.
In a recent CNBC segment, Virtus Investment Partners’ chief market strategist, Joe Terranova, disclosed a strategic capital reallocation to Twilio Inc. TWLO and Generac Holdings (GNRC).
As artificial intelligence (AI) reshapes market leadership, Terranova’s revelation signals a distinct pivot toward secondary tech beneficiaries demonstrating a “rare” confluence of technical momentum and robust fundamentals.
His repositioning targets two critical dimensions of this secular shift: enterprise software evolution and physical infrastructure utilities.
Year-to-date, Twilio stock has advanced more than 70%, while Generac shares are up nearly 100% at the time of writing.
These trajectories reflect an accelerating institutional appetite for legacy enterprises successfully positioning themselves to capture specialized, high-growth AI demand vectors.
Twilio has emerged as a primary beneficiary within the application software layer – driven by the deployment of agentic AI across its communications platform.
Terranova highlighted that the firm is capitalizing on the integration of intelligent automation into its core messaging and voice channels to expand its total addressable market share.
Financial data validates this operational pivot; in its recently reported first quarter, TWLO saw its revenue climb to $1.4 billion compared to $1.1 billion in the prior year’s period.
Meanwhile, per-share earnings (EPS) also soared to $1.5 – underscoring a stark profitability turn.
This capacity to convert scale into “high-margin” earnings provides the concrete fundamental floor that institutional investors require before chasing steep price momentum curves.
Generac Holdings Inc presents an infrastructure-centric play on the escalating AI power demand.
Terranova was attracted to GNRC because the company bridges the gap between digital innovation and severe utility constraints, acting as a vital backup power provider to the AI data center ecosystem.
And the narrative is backed by accelerating operational performance.
Generac’s latest financial results revealed a 12% increase in total net sales to $1.1 billion – fueled by a 28% expansion in its Commercial and Industrial segment to $510 million.
Net income jumped to $73 million, or $1.24 per share.
This expanding backlog for hyperscale data center customers delivers long-term revenue visibility, fundamentally justifying its triple-digit equity momentum.
Terranova’s dual allocation exemplifies a sophisticated maturation of the broader AI trade, shifting away from crowded semiconductor mega-caps toward specialized tertiary beneficiaries.
By pairing an application software developer like TWLO with an infrastructure “standard-bearer” like GNRC, the strategist addresses both the virtual capabilities and physical absolute necessities of the ongoing technological expansion.
This investment thesis rests on the premise that “multi-quarter” asset performance requires a strict alignment of technical price momentum and verifiable balance sheet performance.
As market participants increasingly scrutinize high-flying valuations, companies showing tangible operational integration and defensive cash flows are resiliently positioned.
Terranova’s repositioning underscores that the next stage of the tech cycle rewards structural earnings power over mere speculative hype.
NEW YORK, March 19, 2026 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
Kennedy-Wilson Holdings, Inc. (NYSE: KW)’s sale to consortium led by William McMorrow, Chairman and Chief Executive Officer of Kennedy-Wilson, and certain other senior executives of Kennedy-Wilson, together with Fairfax Financial Holdings Limited, for $10.90 per share in cash. If you are a Kennedy-Wilson shareholder, click here to learn more about your rights and options.
Arcellx, Inc. (NASDAQ: ACLX)’s sale to Gilead Sciences, Inc. for $115.00 per share in cash plus one contingent value right of $5.00 per share upon the achievement of certain milestones. If you are an Arcellx shareholder, click here to learn more about your legal rights and options.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Halper Sadeh LLC
Daniel Sadeh, Esq.
Zachary Halper, Esq.
One World Trade Center
85th Floor
New York, NY 10007
(212) 763-0060 [email protected] [email protected]
https://www.halpersadeh.com
BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy-Wilson, Inc. (the “Issuer”), a wholly-owned subsidiary of global real estate investment company Kennedy-Wilson Holdings, Inc. (the “Company” or “Kennedy Wilson”), today announced that it has elected to terminate, effective immediately, its previously announced offers to exchange (the “Exchange Offers”) any and all of its outstanding 4.750% Senior Notes due 2029 (the “Existing 2029 Notes”), 4.750% Senior Notes due 2030 (the “Existing 2030 Notes”) a.
City Developments (OTCMKTS:CDEVY – Get Free Report) and Kennedy-Wilson (NYSE:KW – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk and profitability.
Volatility and Risk City Developments has a beta of 0.29, suggesting that its stock price is 71% less volatile than the S&P 500. Comparatively, Kennedy-Wilson has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.
Earnings & Valuation This table compares City Developments and Kennedy-Wilson”s revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio City Developments $2.75 billion 2.12 $482.08 million N/A N/A Kennedy-Wilson $501.00 million 3.01 $4.70 million ($0.29) -37.57 City Developments has higher revenue and earnings than Kennedy-Wilson.
Profitability This table compares City Developments and Kennedy-Wilson’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets City Developments N/A N/A N/A Kennedy-Wilson 0.94% 17.64% 2.05% Insider & Institutional Ownership 87.7% of Kennedy-Wilson shares are held by institutional investors. 20.3% of Kennedy-Wilson shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Dividends City Developments pays an annual dividend of $0.02 per share and has a dividend yield of 0.3%. Kennedy-Wilson pays an annual dividend of $0.48 per share and has a dividend yield of 4.4%. Kennedy-Wilson pays out -165.5% of its earnings in the form of a dividend.
Analyst Recommendations This is a summary of recent recommendations and price targets for City Developments and Kennedy-Wilson, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score City Developments 0 0 1 0 3.00 Kennedy-Wilson 1 1 0 0 1.50 Kennedy-Wilson has a consensus price target of $11.00, indicating a potential upside of 0.96%. Given Kennedy-Wilson’s higher probable upside, analysts clearly believe Kennedy-Wilson is more favorable than City Developments.
Summary Kennedy-Wilson beats City Developments on 10 of the 14 factors compared between the two stocks.
About City Developments (Get Free Report)
City Developments Limited (CDL) is a leading global real estate company with a network spanning 112 locations in 29 countries and regions. Listed on the Singapore Exchange, the Group is one of the largest companies by market capitalisation. Its income-stable and geographically-diverse portfolio comprises residences, offices, hotels, serviced apartments, shopping malls and integrated developments. With a proven track record of over 55 years in real estate development, investment and management, CDL has developed over 47,000 homes and owns over 23 million square feet of gross floor area in residential, commercial and hospitality assets globally. Its diversified global land bank offers 3.5 million square feet of land area.
About Kennedy-Wilson (Get Free Report)
Kennedy-Wilson Holdings, Inc., together with its subsidiaries, operates as a real estate investment company. The company owns, operates, and invests in real estate both on its own and through its investment management platform. It focuses on multifamily and office properties located in the Western United States, the United Kingdom, Ireland, Spain, Italy, and Japan. The company had ownership interests in multifamily units, office space, retail and industrial space, and a hotel. It is involved in the development, redevelopment, and entitlement of real estate properties. Kennedy-Wilson Holdings, Inc. was founded in 1977 and is headquartered in Beverly Hills, California.
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Evergreen Capital Management LLC lessened its holdings in shares of Kennedy-Wilson Holdings Inc. (NYSE:KW – Free Report) by 8.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,174,901 shares of the financial services provider’s stock after selling 113,573 shares during the quarter. Evergreen Capital Management LLC owned 0.85% of Kennedy-Wilson worth $11,502,000 at the end of the most recent quarter.
A number of other hedge funds have also recently bought and sold shares of KW. CWM LLC grew its stake in Kennedy-Wilson by 98.9% during the 3rd quarter. CWM LLC now owns 4,681 shares of the financial services provider’s stock valued at $39,000 after purchasing an additional 2,327 shares in the last quarter. State of Wyoming bought a new stake in Kennedy-Wilson in the second quarter valued at about $58,000. Advisory Services Network LLC acquired a new stake in Kennedy-Wilson during the third quarter valued at approximately $71,000. Mercer Global Advisors Inc. ADV acquired a new stake in Kennedy-Wilson during the third quarter valued at approximately $86,000. Finally, GAMMA Investing LLC raised its stake in Kennedy-Wilson by 99.6% during the third quarter. GAMMA Investing LLC now owns 10,636 shares of the financial services provider’s stock valued at $88,000 after buying an additional 5,307 shares in the last quarter. Institutional investors and hedge funds own 87.72% of the company’s stock.
Kennedy-Wilson Price Performance Shares of NYSE KW opened at $10.90 on Tuesday. Kennedy-Wilson Holdings Inc. has a twelve month low of $5.98 and a twelve month high of $10.99. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 5.75. The company has a market capitalization of $1.51 billion, a price-to-earnings ratio of -37.57 and a beta of 0.93. The business has a 50 day simple moving average of $10.78 and a 200-day simple moving average of $9.80.
Kennedy-Wilson Announces Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, April 9th. Stockholders of record on Tuesday, March 31st were issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date was Tuesday, March 31st. Kennedy-Wilson’s payout ratio is -165.52%.
Wall Street Analyst Weigh In Separately, Weiss Ratings raised Kennedy-Wilson from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $11.00.
View Our Latest Stock Report on KW
About Kennedy-Wilson (Free Report)
Kennedy-Wilson Holdings, Inc is a publicly traded global real estate investment company that acquires, develops and manages a diversified portfolio of properties. Its core activities include investing in office, multifamily, retail, industrial and self-storage assets while providing comprehensive property management, leasing, capital markets and investment management services to institutional and private clients.
Headquartered in Beverly Hills, California, Kennedy-Wilson operates through two principal business segments: Investments and Asset Services.
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NEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Julie & Holleman LLP, a preeminent shareholder rights law firm, is investigating the $10.90 per share buyout of Kennedy-Wilson Holdings, Inc. (NYSE: KW) by a group consisting of company insiders and Fairfax Financial Holdings Limited, a Canadian financial holding company.
For a free, no-risk consultation, please visit https://julieholleman.com/kennedy-wilson-holdings-inc/. You may also contact partner Scott Holleman at (929) 415-1020 or by email at [email protected].
Kennedy-Wilson is a leading real estate investment company with $31 billion of assets under management in high growth markets across the United States, the UK and Ireland. The company is led by longtime Chairman and Chief Executive Officer William J. Morrow, and its largest shareholders include both Morrow and Fairfax.
On February 16, 2026, Kennedy-Wilson that it had entered into an agreement under which Morrow and Fairfax will acquire all the shares they do not already own for $10.90 per share, or a total of approximately $1.9 billion. The deal is expected to close in in the second quarter of 2026, after which public shareholders will be cashed out and no longer own any shares.
Julie & Holleman, whose attorneys have secured hundreds of millions of dollars in prior cases, is pursuing potential legal claims based on the apparent unfairness of the deal. The firm is concerned about conflicts arising from the fact that key insiders are continuing on with the company while public stockholders are being cashed out for a price that may be well below the company’s true value.
Please visit https://julieholleman.com/kennedy-wilson-holdings-inc/, or contact partner Scott Holleman at (929) 415-1020 or [email protected] for more information.
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Julie & Holleman is a boutique law firm that focuses on shareholder litigation, including derivative actions, mergers and acquisitions cases, securities fraud class actions, and corporate investigations. The firm’s attorneys litigate in state and federal courts across the nation and have helped secure hundreds of millions of dollars for aggrieved companies and their shareholders. For more information about the firm, please visit www.julieholleman.com. This notice may constitute attorney advertising.
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BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Global real estate investment company Kennedy Wilson (NYSE: KW) today announced that the company will pay a dividend of $0.12 per share to common shareholders of record as of June 11, 2026, which will be paid on the earlier of the closing date of the previously announced merger transaction and July 9, 2026. About Kennedy Wilson Kennedy Wilson (NYSE: KW) is a leading real estate investment company with $36 billion of assets under management in high growth.
BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy-Wilson Holdings, Inc. (NYSE: KW), a leading global real estate investment company with $36 billion in AUM across its real estate equity and debt investment portfolio, today reported results for Q1-2026: Financial Results (Amounts in millions, except per share data) Q1 GAAP Results 2026 2025 GAAP Net Income (Loss) to Common Shareholders1 $13.7 ($40.8 ) Per Diluted Share 0.10 (0.30 ) (Amounts in millions) Q1 Non-GAAP Results 2026 2025 Adju.
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Kennedy-Wilson Holdings, Inc. (NYSE: KW) to a consortium led by William McMorrow, Chairman and Chief Executive Officer of Kennedy-Wilson, and certain other senior executives of Kennedy-Wilson, together with Fairfax Financial Holdings Limited. Under the terms of the proposed transaction, shareho.
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.
The proposed transactions may contain terms that could limit superior competing offers.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
Kennedy-Wilson Holdings, Inc. (NYSE: KW)'s sale to consortium led by William McMorrow, Chairman and Chief Executive Officer of Kennedy-Wilson, and certain other senior executives of Kennedy-Wilson, together with Fairfax Financial Holdings Limited, for $10.90 per share in cash. If you are a Kennedy-Wilson shareholder, click here to learn more about your rights and options.
Barinthus Biotherapeutics plc (NASDAQ: BRNS)'s merger with Clywedog Therapeutics, Inc. Under the terms of the agreement, Barinthus shareholders will receive one share of common stock in the new combined company for each American Depositary Share or ordinary share owned. If you are a Barinthus shareholder, click here to learn more about your rights and options.
Affinity Bancshares, Inc. (NASDAQ: AFBI)'s sale to Fidelity BancShares (N.C.), Inc. for $23.00 per share in cash, subject to adjustment based on Affinity's adjusted stockholders' equity at closing. If you are an Affinity shareholder, click here to learn more about your legal rights and options.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
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Contact Information:
Halper Sadeh LLC
Daniel Sadeh, Esq.
Zachary Halper, Esq.
One World Trade Center
85th Floor
New York, NY 10007
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy-Wilson, Inc. (the “Issuer”), a wholly-owned subsidiary of global real estate investment company Kennedy-Wilson Holdings, Inc. (the “Company” or “Kennedy Wilson”), today announced that it has commenced a private offering (the “Offering”) of $1.8 billion in aggregate principal amount of senior notes, consisting of senior notes due 2031 (the “2031 Notes”) and senior notes due 2033 (the “2033 Notes” and, together with the 2031 Notes, the “Notes”) purs.
BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy-Wilson, Inc. (the “Issuer”), a wholly-owned subsidiary of global real estate investment company Kennedy-Wilson Holdings, Inc. (the “Company” or “Kennedy Wilson”), today announced the pricing of the previously announced private offering (the “Offering”) of $1.8 billion in aggregate principal amount of senior notes, consisting of $1.1 billion of 7.000% senior notes due 2031 (the “2031 Notes”) and $700 million of 7.250% senior notes due 2033 (the “20.
BEVERLY HILLS, Calif.--(BUSINESS WIRE)---- $KW--Kennedy-Wilson, Inc. (the “Issuer”), a wholly-owned subsidiary of global real estate investment company Kennedy-Wilson Holdings, Inc. (NYSE: KW) (the “Company” or “Kennedy Wilson”), today announced that it has commenced an offer to purchase for cash (the “Offer”) any and all of its outstanding 5.000% Senior Notes due 2031 (the “Notes”), upon the terms and subject to the conditions set forth in the Offer to Purchase, dated May 15, 2026, as it may be amende.
SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Kennedy-Wilson Holdings, Inc. (NYSE: KW) breached their fiduciary duties in connection with the proposed sale of the Company to a consortium led by William McMorrow, Kennedy Wilson’s Chairman and Chief Executive Officer, certain other senior executives of the Company, and Fairfax Financial Holdings Limited.
If you own Kennedy Wilson shares and believe this proposed transaction undervalues your investment, please consider joining our investigation. To participate or learn more, you can click or copy and paste the following link:
https://www.johnsonfistel.com/investigations/kennedy-wilson-holdings-inc/
Shareholders seeking more information may also contact lead analyst Jim Baker at [email protected] or 619-814-4471. If emailing, please include a phone number.
Background
On February 17, 2026, Kennedy Wilson announced that it had entered into a definitive merger agreement pursuant to which the Company will be acquired in an all-cash take-private transaction. Under the agreement, Kennedy Wilson public shareholders will receive $10.90 per share in cash.
The Company disclosed that, following completion of the transaction, Kennedy Wilson’s management team, led by CEO William McMorrow, will retain effective and operational control of the Company, while Fairfax is expected to hold a majority economic interest. The transaction is expected to close in the second quarter of 2026, subject to shareholder approval, regulatory approvals, and other customary closing conditions.
Johnson Fistel’s investigation focuses on whether the Company’s board of directors conducted a fair process to maximize shareholder value and whether shareholders are receiving fair consideration for their shares.
About Johnson Fistel, PLLP | Top Law Firm – Securities Fraud & Investor Rights
Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with offices in California, New York, Georgia, Idaho, and Colorado. The firm represents individual and institutional investors in shareholder derivative and securities class action lawsuits and also assists foreign investors who purchased shares on U.S. exchanges. Stay informed about stock-drop news and learn how Johnson Fistel can help you recover losses by visiting www.johnsonfistel.com.
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In 2024, Johnson Fistel was ranked among the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services. This recognition reflects the firm’s effectiveness in advocating for investors, having recovered approximately $90,725,000 for aggrieved clients in cases where it served as lead or co-lead counsel. This marks the eighth time the firm has been recognized as a top plaintiffs’ securities law firm in the United States, based on the total dollar value of final recoveries.
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James Baker, Investor Relations – or – Frank J. Johnson, Esq.
619-814-4471 | [email protected] | [email protected]
MONSEY, N.Y., May 19, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP has renewed its investigation into the fairness of the proposed sale of Kennedy-Wilson Holdings (NYSE: KW) (“KW”) for $10.90 per share in cash in a take-private transaction led by KW’s CEO William McMorrow and senior management, along with Fairfax Financial Holdings Limited (“Fairfax”), KW’s largest shareholder.
The sale price is only a modest premium over KW’s closing price of $9.89 per share on February 13, 2026, the last trading day before the deal was announced on February 17, 2026.
Wohl & Fruchter has renewed its investigation of the proposed sale after reviewing the definitive proxy (“Proxy”) filed by KW with the SEC on May 5, 2026, soliciting KW stockholders to approve the proposed sale at a vote presently scheduled for June 10, 2026.
According to the Proxy, as of May 1, 2026, McMorrow owned 8.4% of KW’s outstanding common stock, and Fairfax owned 19.9% of KW’s outstanding common stock.
The sale was approved upon the recommendation of a purportedly independent special committee of the KW board of directors.
If you remain a KW shareholder and have concerns about the fairness of the sale price, you may contact our firm at the following link to discuss your legal rights at no charge:
Alternatively, you may contact us by phone at 866-833-6245, or via email at [email protected].
“We are investigating whether the Special Committee acted in the best interests of KW shareholders in recommending the sale,” explained Joshua Fruchter, a founding partner of Wohl & Fruchter. “This includes whether the members of the Special Committee were truly independent, whether the sale price is fair to KW shareholders, and whether all material information regarding the transaction has been fully disclosed. With the upcoming vote, we encourage KW shareholders to contact our firm as soon as possible if they have any concerns about the sale price.”
About Wohl & Fruchter
Wohl & Fruchter LLP has for over a decade been representing investors in litigation arising from fraud and other corporate misconduct, and recovered hundreds of millions of dollars in damages for investors. Please visit our website, www.wohlfruchter.com, to learn more about our Firm, or contact one of our partners.
Contact:
Wohl & Fruchter LLP
Joshua E. Fruchter
Toll Free 866.833.6245 [email protected]
www.wohlfruchter.com
SAN DIEGO--(BUSINESS WIRE)---- $KW #KennedyWilson--Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Kennedy-Wilson Holdings, Inc. (NYSE: KW) breached their fiduciary duties in connection with the proposed sale of the Company to a consortium led by William McMorrow, Kennedy Wilson's Chairman and Chief Executive Officer, certain other senior executives of the Company, and Fairfax Financial Holdings Limited.If you own Kennedy Wilson shares and believe this p.
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.
The proposed transactions may contain terms that could limit superior competing offers.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
Sila Realty Trust, Inc. (NYSE: SILA)'s sale to affiliates of Blue Owl Real Estate Capital LLC for $30.38 per share. If you are a Sila shareholder, click here to learn more about your legal rights and options.
UniFirst Corporation (NYSE: UNF)'s sale to Cintas Corporation for $155.00 in cash and 0.7720 shares of Cintas stock for each UniFirst share. If you are a UniFirst shareholder, click here to learn more about your rights and options.
Assertio Holdings, Inc. (NASDAQ: ASRT)'s sale to Garda Therapeutics for $18.00 per share in cash and a contingent value right. If you are an Assertio shareholder, click here to learn more about your legal rights and options.
Kennedy-Wilson Holdings, Inc. (NYSE: KW)'s sale to consortium led by William McMorrow, Chairman and Chief Executive Officer of Kennedy-Wilson, and certain other senior executives of Kennedy-Wilson, together with Fairfax Financial Holdings Limited, for $10.90 per share in cash. If you are a Kennedy-Wilson shareholder, click here to learn more about your rights and options.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Halper Sadeh LLC
Daniel Sadeh, Esq.
Zachary Halper, Esq.
One World Trade Center
85th Floor
New York, NY 10007
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
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DUBLIN, Ireland--(BUSINESS WIRE)---- $KW--Kennedy Wilson (NYSE: KW), a global real estate investment company, announces the formation of a new residential joint venture with APG, on behalf of, amongst others, Dutch pension fund ABP, one of the world's largest pension investors, to create a €2 billion residential development and asset management platform. The venture will encompass more than 3,400 private rented homes across both operating and development assets, further strengthening Kennedy Wilson's p.
Kennedy Wilson (NYSE: KW), a global real estate investment company, announces the formation of a new residential joint venture with APG, on behalf of, amongst others, Dutch pension fund ABP, one of the world's largest pension investors, to create a €2 billion residential development and asset management platform. The venture will encompass more than 3,400 private rented homes across both operating and development assets, further strengthening Kennedy Wilson’s position as the leader in residential real estate in the Irish market. Upon completion of the developments, Kennedy Wilson’s owned and managed Irish portfolio will extend to approximately 6,900 residential units.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260604996457/en/
Player Wills - Dublin, Ireland
A Platform Built for Scale
The joint venture comprises two complementary investment opportunities. The first sees Kennedy Wilson acquire a minority equity interest in APG's existing Cherrywood portfolio in south Dublin, one of Ireland's largest multi-family communities. The over 1,100-unit portfolio is already fully developed and occupied, and APG will retain a majority interest. The second will also see Kennedy Wilson acquire a minority equity interest in, and develop and deliver, approximately 2,300 new private rented sector units across the Player Wills, Bailey Gibson and Clonliffe sites.
Development of Player Wills, Bailey Gibson and Clonliffe Sites
Once developed, all three sites will transform long-derelict industrial and institutional land in established Dublin neighbourhoods into vibrant new residential communities. Each site holds full planning permission, with construction commencing immediately on over 700 units at the former Player Wills cigarette factory on the South Circular Road in Dublin 8. Construction on the remaining 1,500+ units across the Bailey Gibson and Clonliffe schemes is expected to commence early 2027.
John Keegan, Head of Capital Formation, EMEA at Kennedy Wilson, commented: “This joint venture marks a significant milestone for Kennedy Wilson in Ireland and represents a compelling opportunity to partner with one of the world's largest pension funds to deliver much-needed private rental homes at scale. These developments span from the regeneration of former industrial sites at Player Wills and Bailey Gibson to the landmark Clonliffe development. They are all projects that will transform communities, create lasting amenities for local residents, and make a meaningful contribution to supporting Ireland's housing delivery targets.
“As a long-term investor in Ireland over the past 15 years, we are proud to have been one of the most active developers and asset managers in Ireland, delivering more than 1,800 homes in Dublin and having stewardship for a portfolio of approximately 3,500 owned units today. Our proven track record of delivery, combined with our ambition to further grow this platform through future development, reflects our continued confidence in the Irish market and Kennedy Wilson’s long-term commitment to Ireland.”
Robert-Jan Foortse, Head of Real Estate Europe, APG, commented: “We are pleased to enter into this partnership with Kennedy Wilson, marking an important next step for APG in Ireland and reflecting our continued conviction in the Irish residential market. Building on the strong progress we have seen at Cherrywood, this portfolio and pipeline can deliver high-quality homes at scale, help transform neighborhoods and contribute to vibrant, sustainable communities in a market with acute demand for housing.
"We believe long-term institutional capital like ours can play an important role in supporting the delivery of well-managed housing and creating places where people want to live. For our pension fund clients and their participants, this is the type of long-term residential investment we seek, combining attractive financial fundamentals with meaningful social relevance, with the latter further cementing the long-term resilience of the former.”
About Kennedy Wilson
Kennedy Wilson (NYSE: KW) is a leading real estate investment company with $36 billion of assets under management in high growth markets across the United States, the UK and Ireland. Drawing on decades of experience, its relationship-oriented team excels at identifying opportunities and building value through market cycles, closing more than $60 billion in total transactions across the property spectrum over the past 17 years. Kennedy Wilson owns, operates, and builds real estate within its high-quality, core real estate portfolio and through its investment management platform, where the company targets opportunistic equity and debt investments alongside partners. For further information, please visit www.kennedywilson.com
About APG
As the largest pension services provider in the Netherlands APG manages approximately €601 billion (December 2025) in pension assets for 4.7 million participants. APG provides executive consultancy, asset management, pension administration and pension communication. With approximately 3,700 employees we work from Heerlen, Amsterdam, Brussels, New York, Hong Kong, and Singapore. We work for pension funds and employers in the sectors of education, government, construction, cleaning, housing associations, sheltered employment organizations, medical specialists, and architects.
For further information, please visit: https://apg.nl/en/
KW-IR
View source version on businesswire.com: https://www.businesswire.com/news/home/20260604996457/en/
17,956 shares were sold indirectly for a transaction value of approximately $474,000 on March 10, 2026. The sale represented 45.70% of total pre-transaction holdings and 49.94% of indirect holdings.
Research finds that 9 out of 10 leaders who prioritize innovation reported year-over-year revenue growth, with 51% growing by 10% or more March 18, 2026 09:00 ET | Source: CBIZ, Inc.
Cleveland, March 18, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today released a new report, “The Tradeoff Economy: How Decision-Making Mindsets Shape Middle Market Performance,”developed in partnership with the National Center for the Middle Market (NCMM) and The Ohio State University Fisher College of Business.
According to NCMM, there are nearly 200,000 U.S. middle market businesses that represent one-third of private sector GDP, employing approximately 44.5 million people. These businesses outperformed through the financial crisis (2007–2010 period) by adding 2.2 million jobs across major industry sectors and U.S. geographies, demonstrating their importance to the overall health of the U.S. economy.
“The Tradeoff Economy,” based on a survey of 400 U.S. middle market CEOs, CFOs, and COOs, explores how middle market leaders manage the rising number of critical decisions they face to stay competitive in today’s complex business landscape. Amid ongoing challenges such as cost pressures, talent shortages, regulatory hurdles, and economic instability, executives must often weigh conflicting priorities—including growth versus profitability and speed versus precision.
The report shows that a leader’s approach to these tradeoffs, not just the decisions they make, can greatly impact company performance. This helps explain why similar companies in the same markets often achieve very different outcomes.
“This research emphasizes that middle market leaders constantly face tradeoffs as they aim for growth and margin improvements,” said Brad Lakhia, Chief Financial Officer at CBIZ. “Understanding the decision-making mindset behind those choices provides leaders with a clearer framework for managing investments —in technology, artificial intelligence, talent, and innovation—and how to maintain performance amid uncertainty.”
Key findings from “The Tradeoff Economy”
Four decision-making mindsets shape performance: disciplined growers, performance protectors, centralized innovators, and decentralized accelerators.Growth remains the primary strategic driver, but companies vary widely in how they pursue it.The Middle Market is aligned across several foundational tradeoffs: 78% choose accuracy over speed75% choose quality over cost78% prioritize long-term value over short-term gains When cost pressures intensify, 49% of middle market leaders say they would protect customer service or customer experience, while only 25% would sacrifice it. Innovation investment is more at risk, with 53% saying they would reduce investment in research, development, or innovation.Companies that focus on innovation report stronger growth and higher confidence in their future performance. Nearly all consider themselves ahead of competitors and have positive outlooks for the next six months. What this means for middle market companies
The research also highlights several implications for middle market leaders navigating today’s economic environment:
Cost and margin management remain critical as companies balance expansion with financial discipline.Talent strategy is becoming a defining differentiator, from hiring and retention to workforce upskilling.Technology investment is accelerating, with top-performing companies aggressively digitizing operations.Scenario-based decision-making is increasingly essential as leaders face more complex and frequent tradeoffs.Strategies must reflect different leadership mindsets, rather than applying a one-size-fits-all approach. “The data indicates that although no single mindset ensures success in all environments, companies focusing on innovation generally experience stronger growth and higher confidence,” said Doug Farren, Executive Director of the National Center for the Middle Market. “We also notice a strong consistency in core priorities—leaders predominantly prioritize accuracy over speed, quality over cost, and long-term value over short-term gains.”
Download the full report here.
About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
About the research
This report is based on a 15-minute self-administered online survey fielded in December 2025 to 400 middle market business leaders and decision-makers from companies with annual revenues between $10 million and less than $1 billion. The sample includes respondents from three key industry segments: consumer and industrial products (N=208) construction (N=105), and real estate (N=87). A working research team, including experts from NCMM, Fisher College of Business faculty, CBIZ, and other subject-matter specialists, designed the survey questions.
Download the Report The Tradeoff Economy Contact Data Amy McGahan CBIZ, Inc. [email protected]
LAS VEGAS, March 20, 2026 (GLOBE NEWSWIRE) -- Richtech Robotics Inc. (Nasdaq: RR) (“Richtech Robotics” or the “Company”), a U.S.-based provider of AI-driven robots operating in commercial and industrial environments, announces it has selected CBIZ CPAs P.C. (“CBIZ”) as its independent auditor for the Company’s financial reports of fiscal year 2026. On March 17, 2026, after completing a thorough evaluation process, the Audit Committee and Richtech Robotics’ Board of Directors approved the appointment of CBIZ as independent auditor, effective immediately. Concurrently, the Company announced the termination of its prior independent auditor Bush & Associates, the firm responsible for the audit of the Company’s financial statements for fiscal years 2024 and 2025.
“As Richtech Robotics continues to evolve as a public company, the selection of CBIZ aligns with our strategic growth objectives, the shift of our recognition to a recurring revenue business, and the associated complex financial accounting standards,” said Wayne Huang, Richtech Robotics Founder and Chief Executive Officer. “We are confident in CBIZ’s professional qualifications, expertise and independence to deliver on decisive oversight of our fiscal 2026 financials and adhere to prompt and orderly regulatory filing timelines.”
CBIZ will commence its duties as the Company’s independent auditor and implement complete audit processes, oversight and control of Richtech Robotics’ financial statements for the fiscal year ending September 30, 2026, and quarterly reviews of the Company’s financial statements for the periods ending March 31, 2026 and June 30, 2026.
About Richtech Robotics
Richtech Robotics develops advanced robotic solutions and the data infrastructure that makes its robots more intelligent. Guided by three strategic pillars — Industrial, Commercial, and Data Services — Richtech Robotics aims to deliver dependable automation, consistent service performance, and continuous AI-driven improvement at scale. From factory floors to hospitality venues, our robots work alongside people to enhance efficiency, precision, and quality. Learn more at www.RichtechRobotics.com, and connect with us on X, LinkedIn and YouTube.
Forward Looking Statements
Certain statements in this press release are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the use of forward-looking words such as “anticipate,” “believe,” “forecast,” “estimate,” “expect,” and “intend,” among others. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties.
These forward-looking statements are based on Richtech Robotics’ current expectations and actual results could differ materially. There are a number of factors that could cause actual events to differ materially from those indicated by such forward-looking statements. These factors include, but are not limited to, risks related to the ability of Richtech Robotics to adhere to regulatory filing timelines. Investors should read the risk factors set forth in Richtech Robotics’ Annual Report on Form 10-K, filed with the Securities and Exchange Commission (the “SEC”) on January 20, 2026, and periodic reports filed with the SEC on or after the date thereof. All of Richtech Robotics’ forward-looking statements are expressly qualified by all such risk factors and other cautionary statements. The information set forth herein speaks only as of the date thereof. New risks and uncertainties arise over time, and it is not possible for Richtech Robotics to predict those events or how they may affect Richtech Robotics. If a change to the events and circumstances reflected in Richtech Robotics’ forward-looking statements occurs, Richtech Robotics’ business, financial condition and operating results may vary materially from those expressed in Richtech Robotics’ forward-looking statements.
Readers are cautioned not to put undue reliance on forward-looking statements, and Richtech Robotics assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events or otherwise.
Representative Josh Gottheimer (Democratic-New Jersey) recently sold shares of CBIZ, Inc. (NYSE:CBZ). In a filing disclosed on April 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in CBIZ stock on March 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.
Representative Josh Gottheimer also recently made the following trade(s):
Sold $1,001 – $15,000 in shares of ENN Energy (OTCMKTS:XNGSY) on 3/24/2026. Sold $1,001 – $15,000 in shares of Crown Castle (NYSE:CCI) on 3/24/2026. Purchased $1,001 – $15,000 in shares of Fabrinet (NYSE:FN) on 3/24/2026. Sold $1,001 – $15,000 in shares of Intapp (NASDAQ:INTA) on 3/12/2026. Sold $1,001 – $15,000 in shares of Alcon (NYSE:ALC) on 3/12/2026. Sold $1,001 – $15,000 in shares of La-Z-Boy (NYSE:LZB) on 3/12/2026. Sold $1,001 – $15,000 in shares of HDFC Bank (NYSE:HDB) on 3/12/2026. Sold $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 3/12/2026. Purchased $1,001 – $15,000 in shares of SEA (NYSE:SE) on 3/10/2026. Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 3/6/2026. CBIZ Stock Performance NYSE:CBZ opened at $27.61 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.79. The firm has a 50-day moving average price of $29.20 and a two-hundred day moving average price of $43.80. CBIZ, Inc. has a twelve month low of $24.29 and a twelve month high of $80.65. The company has a market capitalization of $1.51 billion, a P/E ratio of 15.60, a price-to-earnings-growth ratio of 0.52 and a beta of 0.93.
CBIZ (NYSE:CBZ – Get Free Report) last posted its earnings results on Wednesday, February 25th. The business services provider reported ($0.70) earnings per share for the quarter, missing the consensus estimate of ($0.66) by ($0.04). CBIZ had a net margin of 4.19% and a return on equity of 12.23%. The business had revenue of $542.66 million for the quarter, compared to analysts’ expectations of $578.02 million. During the same quarter last year, the business posted ($0.20) earnings per share. The business’s revenue was up 17.9% compared to the same quarter last year. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. As a group, research analysts expect that CBIZ, Inc. will post 2.65 earnings per share for the current fiscal year.
Institutional Investors Weigh In On CBIZ Hedge funds and other institutional investors have recently modified their holdings of the company. Durable Capital Partners LP purchased a new stake in CBIZ in the third quarter valued at approximately $207,872,000. 22C Capital LLC purchased a new stake in CBIZ in the fourth quarter valued at approximately $161,554,000. Bank of Montreal Can purchased a new stake in CBIZ in the fourth quarter valued at approximately $113,596,000. SG Americas Securities LLC purchased a new stake in CBIZ in the fourth quarter valued at approximately $35,653,000. Finally, Sunriver Management LLC purchased a new stake in CBIZ in the third quarter valued at approximately $31,605,000. 87.44% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes Several equities analysts have weighed in on the stock. Zacks Research upgraded shares of CBIZ from a “strong sell” rating to a “hold” rating in a report on Friday, March 27th. Weiss Ratings restated a “sell (d+)” rating on shares of CBIZ in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft assumed coverage on shares of CBIZ in a report on Monday, January 12th. They set a “hold” rating and a $60.00 target price for the company. BMO Capital Markets began coverage on shares of CBIZ in a report on Monday, March 30th. They set an “outperform” rating and a $33.00 target price for the company. Finally, CJS Securities upgraded shares of CBIZ to a “strong-buy” rating in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $46.50.
View Our Latest Research Report on CBZ
Insider Transactions at CBIZ In related news, CFO Brad S. Lakhia bought 12,775 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was purchased at an average cost of $25.97 per share, for a total transaction of $331,766.75. Following the completion of the acquisition, the chief financial officer owned 148,480 shares in the company, valued at $3,856,025.60. This trade represents a 9.41% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 4.95% of the company’s stock.
About Representative Gottheimer Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.
Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.
Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.
Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.
About CBIZ (Get Free Report)
CBIZ, Inc (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.
Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services.
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Integrated leadership unifies enterprise IT and client facing technology capabilities to strengthen execution, enhance client outcomes, and advance business transformation, innovation, and AI strategy April 14, 2026 10:30 ET | Source: CBIZ, Inc.
Cleveland, April 14, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, announced today that Peter Scavuzzo has been elevated to Senior Vice President, Chief Information & Technology Officer and will continue to serve as President of CBIZ Technology. He succeeds Chief Information Officer, John Fleischer, who is retiring after 12 years with CBIZ. As part of a planned transition, Scavuzzo will assume the expanded role on May 1.
“Technology—particularly AI—is an increasingly important driver of how we deliver value to our clients,” said Jerry Grisko, President and CEO of CBIZ, Inc. “By bringing enterprise IT and Business Transformation and Innovation together under Peter’s leadership, we are advancing Technology, Data, and AI as an enterprise-wide capability. This will enable us to deliver greater insights and value to our clients supporting long-term revenue growth while driving efficiency.”
“On behalf of the entire CBIZ team, I thank John for his exceptional leadership and numerous contributions,” said Jerry Grisko. “He developed a robust, service-focused IT organization, enhanced our infrastructure and cybersecurity, and supported our business’ growth and integration over the years. We appreciate his invaluable contributions and wish him all the best in retirement.”
In Peter’s current role as CBIZ’s Chief Strategy Officer and National Leader of Technology, Scavuzzo has driven initiatives in enterprise transformation, innovation, AI, and business intelligence for CBIZ and its clients. As part of his expanded role, he will integrate CBIZ’s enterprise IT, client-facing solutions, and the Business Transformation and Innovation team under unified leadership, aligning technology investments with business goals to deliver accelerated results. His focus will include aligning technology with business needs, managing the technology portfolio, and ensuring business continuity. With a background in computer engineering and accounting, Peter combines strategic vision with superior execution.
“I’m honored to lead our newly unified technology function and continue building on the strong foundation that John and our teams have established,” said Scavuzzo. “Technology is essential for all functions at CBIZ and for our clients. By integrating leadership of enterprise IT with CBIZ Technology, we will better align investments with strategic goals, enhance resilience and security, accelerate delivery, and ensure that the business—and our clients—remain at the center of every decision.”
Scavuzzo joined CBIZ in 2024 following its acquisition of Marcum LLP, where he served as Chief Information & Digital Officer and Chief Executive Officer of Marcum Technology. In this role, he led innovation initiatives, like the Marcum Labs incubator, and managed growth through more than 50 M&A deals. He has more than 25 years of experience and holds a Bachelor of Science in Computer Engineering and a Master of Science in Telecommunication Networks from Polytechnic University.
About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
Peter Scavuzzo
Peter Scavuzzo Senior Vice President, Chief Information & Technology Officer
CLEVELAND, April 15, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ) (the “Company”), a leading advisor to the middle market, will announce its financial results for the first quarter ended March 31, 2026, after markets close on Wednesday, April 29, 2026.
A conference call to discuss the Company’s financial results will be hosted by CBIZ President and Chief Executive Officer Jerry Grisko and Chief Financial Officer Brad Lakhia at 5:00 p.m. ET on Wednesday, April 29, 2026. The conference call will be webcast live and archived on the investor relations page of the CBIZ website at https://cbiz.gcs-web.com/investor-overview.
Investors can register at https://dpregister.com/sreg/10208405/103d3539954 to receive the dial-in number and a unique personal identification number. Registration will be open throughout the live call; however, we encourage participants to dial in approximately 10 minutes early to avoid delays.
About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
Shares of CBIZ, Inc. (NYSE:CBZ – Get Free Report) have earned an average recommendation of “Hold” from the seven research firms that are presently covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, three have issued a hold rating, two have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $41.3333.
CBZ has been the subject of a number of recent analyst reports. Zacks Research upgraded shares of CBIZ from a “strong sell” rating to a “hold” rating in a research report on Friday, March 27th. Weiss Ratings reiterated a “sell (d+)” rating on shares of CBIZ in a research report on Wednesday, January 21st. BMO Capital Markets started coverage on shares of CBIZ in a research report on Monday, March 30th. They set an “outperform” rating and a $33.00 price target for the company. Stephens started coverage on shares of CBIZ in a research report on Friday, April 10th. They set an “equal weight” rating and a $31.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of CBIZ in a research report on Monday, January 12th. They set a “hold” rating and a $60.00 price target for the company.
View Our Latest Research Report on CBZ
Insider Activity In related news, CFO Brad S. Lakhia purchased 12,775 shares of CBIZ stock in a transaction dated Friday, March 13th. The stock was bought at an average cost of $25.97 per share, for a total transaction of $331,766.75. Following the transaction, the chief financial officer owned 148,480 shares in the company, valued at approximately $3,856,025.60. The trade was a 9.41% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 4.10% of the company’s stock.
Institutional Investors Weigh In On CBIZ A number of hedge funds and other institutional investors have recently modified their holdings of CBZ. AQR Capital Management LLC lifted its position in shares of CBIZ by 6.2% during the 1st quarter. AQR Capital Management LLC now owns 11,725 shares of the business services provider’s stock valued at $889,000 after acquiring an additional 682 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of CBIZ by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 29,294 shares of the business services provider’s stock valued at $2,222,000 after acquiring an additional 1,318 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of CBIZ by 5.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 143,270 shares of the business services provider’s stock valued at $10,868,000 after acquiring an additional 7,676 shares during the period. Jane Street Group LLC lifted its position in shares of CBIZ by 96.1% during the 1st quarter. Jane Street Group LLC now owns 41,240 shares of the business services provider’s stock valued at $3,128,000 after acquiring an additional 20,214 shares during the period. Finally, Prudential Financial Inc. lifted its position in shares of CBIZ by 80.4% during the 2nd quarter. Prudential Financial Inc. now owns 6,637 shares of the business services provider’s stock valued at $492,000 after acquiring an additional 2,957 shares during the period. 87.44% of the stock is currently owned by institutional investors and hedge funds.
CBIZ Price Performance Shares of NYSE:CBZ opened at $29.68 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.79. The company has a market cap of $1.63 billion, a P/E ratio of 16.77, a PEG ratio of 0.57 and a beta of 0.93. CBIZ has a 52 week low of $24.29 and a 52 week high of $77.91. The company has a 50-day moving average price of $28.00 and a 200 day moving average price of $42.14.
CBIZ (NYSE:CBZ – Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The business services provider reported ($0.70) EPS for the quarter, missing analysts’ consensus estimates of ($0.66) by ($0.04). The firm had revenue of $542.66 million during the quarter, compared to analyst estimates of $578.02 million. CBIZ had a net margin of 4.19% and a return on equity of 12.23%. CBIZ’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.20) EPS. CBIZ has set its FY 2026 guidance at 3.750-3.850 EPS. Research analysts predict that CBIZ will post 3.78 earnings per share for the current year.
About CBIZ (Get Free Report)
CBIZ, Inc (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.
Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services.
Further Reading Five stocks we like better than CBIZ
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YoY Growth in Revenue, Earnings, and Cash Flow
Increased Adjusted Diluted EPS Outlook for Completed Share Repurchases
Executing on Capital Allocation Priorities
First-Quarter Financial Highlights:
Total revenue of $849M, up 1.3%; Financial Services revenue up 2.1%Net income of $162M, up 31.6%; GAAP EPS of $2.63, up 37.7%Adjusted EBITDA of $244M, up 1.5%; Adjusted diluted EPS of $2.50, up 7.3%Operating cash flow up 71.1%; Free cash flow up 69.5%Repurchased ~2M shares for ~$63M through end of April; net leverage decreased 0.5x YoY2026 outlook continues to contemplate low to mid-single digit revenue growth, improved earnings and strong free cash flow conversion over prior year CLEVELAND, April 29, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc., (NYSE: CBZ) (“CBIZ” or the “Company”), a leading national professional services advisor, today announced first quarter results for the period ended March 31, 2026.
Management Commentary:
Jerry Grisko, CBIZ President and Chief Executive Officer, said, “We entered 2026 with clear strategic priorities and executed with discipline in the first quarter. We achieved year-over-year growth in revenue, earnings, and free cash flow, while returning capital to shareholders through highly accretive share repurchases. Our organic growth improved throughout the quarter and is up sequentially compared to the fourth quarter. Reflecting our solid performance and the impact of the share repurchases, we are increasing our adjusted EPS outlook and reaffirming our other previously communicated targets.”
Grisko continued, “As we look ahead, we are encouraged by the momentum building across the business and the strong performance of our teams during our first busy season as a fully integrated organization. We remain focused on investing in our people, strengthening our brand, deepening our industry specialization, and enhancing the breadth and depth of services provided to our clients. We believe our strategy and continued execution position CBIZ to drive attractive growth and deliver long-term value for our clients and shareholders.”
Business Highlights:
Named a Top Workplace in the nation by USA Today for the sixth consecutive yearElevated Peter Scavuzzo, one of the leading voices on technology and AI in our industries, to Chief Information and Technology Officer to bring Enterprise IT, Business Transformation and Innovation all under one strategic leaderCBIZ team members continue to be recognized by the market as among the most highly regarded leaders in a number of industry groups, including Construction, Real Estate, Consumer and Industrial Products, Tech and Life Science and Private EquityAttracted new senior professional hires with strong retention levels across the businessDriving cross-serve and new logo wins through industry groups, increasing share of wallet and pipeline conversion across key verticals, such as Private Equity, Construction and Alternative InvestmentsExpanding breadth and depth of services through integrated delivery, collaborating across practices and geographies to support large, multi-service engagements, including cross-border tax, transaction advisory and technology-led workAchieved meaningful progress in deploying an agentic AI platform to drive productivity, consistency, and quality across operationsAccelerating our access to global capabilities to expand capacity and improve efficiency; on track to achieve 2026 target of 10% of total tax and attest hours completed by global resourcesAdvanced integration milestones during the quarter and on track to realize $12M in additional operational synergies in 2026 - continue to expect greater than $50M cumulativelyLaunched spring national brand campaign, featuring targeted, nationally televised ads across key markets to raise brand awareness
2026 Financial Outlook:
MetricPrevious 2026 OutlookUpdated 2026 OutlookTotal Revenue~$2.8B to $2.9B~$2.8B to $2.9BAdjusted EBITDA~$450M to $460M~$465M to $475MAdjusted Diluted EPS~$3.75 to $3.85~$4.00 to $4.10Free Cash Flow~$270M to $290M~$270M to $290M 2026 Financial Outlook Additional Support:
Revenue outlook represents approximately 2% to 5% growthIncreased Adjusted EBITDA and Adjusted Diluted EPS outlook ranges to reflect a stock-based compensation adjustment and share repurchases through end of AprilEffective tax rate of approximately 28.5%Weighted average fully diluted share count of approximately 60.5 million shares, down from approximately 62 million shares in previous outlookFree Cash Flow represents approximately 60% conversion of Adjusted EBITDA Conference Call
CBIZ will host a conference call today at 5 p.m. (ET) to discuss its first quarter results. The call will be webcast, and an archived replay will be available at https://cbiz.gcs-web.com/investor-overview. Participants can register for the conference call at https://dpregister.com/sreg/10208405/103d3539954.
About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
Forward-Looking Statements
This release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements other than statements of historical fact included in this release, including, without limitation, our “2026 Financial Outlook,” our financial position, business strategy, plans and objectives for future performance, are forward-looking statements. You can identify these statements by the fact that they do not relate strictly to historical or current facts. Forward-looking statements are commonly identified by the use of such terms and phrases as “will,” “could,” “can,” “may,” “strive,” “hope,” “intend,” “believe,” “estimate,” “continue,” “plan,” “expect,” “project,” “anticipate,” “outlook,” “foreseeable future,” “seek” and words or phrases of similar import in connection with any discussion of future operating or financial performance. In particular, these include statements relating to future actions, future performance or results of current and anticipated services, sales efforts, expenses, and financial results.
From time to time, we may also provide oral or written forward-looking statements in other materials we release to the public. Any or all of our forward-looking statements in this release and in any other public statements that we make are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. Such risks and uncertainties include, but are not limited to: payments on accounts receivable may be slower than expected, or amounts due on receivables or notes may not be fully collectible; our business could be adversely affected if the non-attest business assets we acquired, or the attest assets CBIZ CPAs acquired, from Marcum LLP (“Marcum”) do not perform to our expectations or we underestimate the liabilities we have assumed; we are dependent on the services of our executive officers, and other key employees, the loss of any of whom may have a material adverse effect on our business, financial condition and results of operations; our profitability could suffer if we are not able to effectively utilize our employees, maintain operational efficiencies or manage our cost structure; restrictions imposed by independence requirements and conflict of interest rules, as well as the nature and terms of our current administrative service agreements, limit our ability to provide services to clients of the attest firms with which we have contractual relationships and the ability of such attest firms to provide attestation services to our clients; our goodwill and other intangible assets could become impaired, which could lead to material non-cash charges against earnings and a material impact on our results of operations and financial condition; certain liabilities resulting from acquisitions are estimated and could lead to a material impact on our results of operations; we may fail to realize the anticipated benefits of acquisitions, or they may prove disruptive and could result in the combined business failing to meet our expectations; claims or adverse publicity could harm our brand, reputation and ability to compete and attract and retain clients, talent and future acquisition targets; we may not be able to acquire and finance additional businesses, which could limit our ability to pursue our business strategy; we will incur transaction, integration, and restructuring costs in connection with our acquisition program; governmental regulations and interpretations are subject to changes, which could have a material adverse effect on our financial condition; uncertainty in the current economic and geopolitical environment could lead to declines in demand for certain of our services; changes in the United States healthcare environment, including new healthcare legislation, may adversely affect the revenue and margins in our healthcare benefit business; we are subject to risks relating to processing customer transactions for our payroll and other transaction processing businesses; cyberattacks or other security breaches involving our computer systems or the systems of one or more of our vendors could materially and adversely affect our business; we are subject to risk as it relates to software that we license from third parties; we are reliant on information processing systems and any failure or disruptions of these systems could have a material adverse effect on our business, financial condition and results of operations; we could be held liable for errors and omissions; the business services industry is competitive and fragmented, if we are unable to compete effectively, our business, financial condition and results of operations could be negatively impacted; failure to maintain our reputation and brand could impact our ability to attract and retain clients, employees and future acquisition targets, and may have a material adverse effect on our business, financial condition and results of operations; we are dependent on our existing client base and our ability to retain and expand our relationships with those clients; our clients may terminate our engagements with little or no notice and without penalty, which may result in unexpected declines in our revenue or unexpected costs; given our levels of share-based compensation, our tax rate may vary significantly depending on our stock price; we may be subject to the actions of activist stockholders; rapid technological changes could significantly impact our competitive position, client relationships and operating results and our ability to realize the anticipated benefits of our acquisition of the non-attest business assets and liabilities of Marcum and CBIZ CPAs P.C.’s purchase from Marcum of substantially all of Marcum’s attest business assets (the “Transaction”); the widespread outbreak of a communicable illness or any other public health crisis could adversely affect our business, financial condition and results of operations; we require a significant amount of cash for interest payments on our debt and to expand our business as planned; terms of our amended and restated credit agreement (the “2024 Credit Facilities”) providing for $2.0 billion in senior secured credit facilities, consisting of a $1.4 billion term loan and $600 million revolving credit facility, could adversely affect our ability to run our business and/or reduce stockholder returns; our failure to satisfy covenants in our debt instruments could cause a default under those instruments; our increased leverage following the Transaction may adversely impact our business; we may be more sensitive to revenue fluctuations than other companies, which could result in fluctuations in the market price of our common stock; the significant number of shares issuable as the stock consideration in the Transaction may adversely impact our stock price; the future issuance of additional shares could adversely affect the price of our common stock; there is volatility in our stock price; and the price of our common stock could be adversely impacted if we do not perform to expectations following the Transaction.
Such forward-looking statements can be affected by inaccurate assumptions we might make or by known or unknown risks and uncertainties. Should one or more of these risks materialize, or should the underlying assumptions prove incorrect, actual results may vary materially from those anticipated, estimated, projected or implied. Consequently, no forward-looking statement can be guaranteed. Our actual future results may vary materially. All forward looking statements made in this release are made only as of the date hereof, and we undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. You are advised, however, to consult any further disclosures we make on related subjects in the current, quarterly, periodic and annual reports we file with the Securities and Exchange Commission (“SEC”). Also note that we provide a cautionary discussion of the risks, uncertainties and possibly inaccurate assumptions relevant to our businesses in “Item 1. Business” and “Item 1A. Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025. These are factors that we think could cause our actual results to differ materially from expected and historical results. Other factors besides those described here could also adversely affect our operating or financial performance.
Non-GAAP Financial Measures
To supplement our consolidated financial statements, which are prepared and presented in accordance with United States Generally Accepted Accounting Principles (“GAAP”), we also present Adjusted Net Income (Loss), Adjusted Diluted Earnings Per Share (“EPS”), Adjusted EBITDA, and Free Cash Flow, which are non-GAAP measures. These non-GAAP measures are adjusted to exclude the impact of the Transaction, integration costs, amortization of acquired intangible assets, and other significant non-operating related gains and losses management does not consider ongoing in nature. The presentation of non-GAAP financial information is designed to supplement the Company’s financial information presented in accordance with GAAP, is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. We use these non-GAAP financial measures for financial and operational decision-making, and to evaluate results relative to employee compensation targets. We believe that these non-GAAP financial measures provide meaningful supplemental information to stockholders, debt holders, and other interested parties in assessing our performance. These non-GAAP financial measures also facilitate management’s internal comparisons to our historical performance by excluding significant acquisition expenses, certain one-time non-recurring items, and gains and losses that management does not consider ongoing in nature. We believe these non-GAAP financial measures are useful to investors both because (1) they allow for greater transparency with respect to key measures used by management in its financial and operational decision-making and (2) they are used by our stockholders and analyst community to determine the health of our business. These non-GAAP measures may not be comparable to similar non-GAAP measures presented by other companies. The presentation of such non-GAAP measures, which may include exclusions of non-recurring items, should not be construed as an inference that the Company's future results will be unaffected by other non-recurring items. Management provides specific information regarding the GAAP amounts excluded from or included in these non-GAAP financial measures. Additionally, management provides reconciliations of these non-GAAP financial measures to their most comparable financial measures presented in accordance with GAAP. Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations. The Company does not reconcile its forward-looking non-GAAP financial measures to the most comparable financial measure presented in accordance with GAAP, due to variability and difficulty in making accurate forecasts and projections and/or certain information not being ascertainable or accessible without unreasonable efforts. For example, the Company may be unable, without unreasonable efforts, to predict with reasonable certainty the timing or amount of integration costs, amortization of acquired intangible assets and certain other significant non-operating related gains and losses on a forward-looking basis. The significance of this unavailable information could have a material impact on the Company’s GAAP results. The Company provides forward-looking non-GAAP financial measures that it believes will be achieved; however, it cannot accurately predict all of the components of the most directly comparable financial measures presented in accordance with GAAP, and the GAAP measures may be materially different than the non-GAAP measures.
CBIZ, INC.
FINANCIAL HIGHLIGHTS (UNAUDITED)
THREE MONTHS ENDED MARCH 31, 2026 AND 2025
(In thousands, except percentages and per share data)
Three Months Ended March 31, 2026 % 2025 %Revenue$848,579 100.0% $838,014 100.0%Operating expenses(1) 622,562 73.4 609,912 72.8 Gross margin 226,017 26.6 228,102 27.2 Corporate general and administrative expenses(1) 29,568 3.5 28,070 3.3 Operating income 196,449 23.1 200,032 23.9 Other (expense) income: Interest expense (23,916) (2.8) (25,156) (3.0)Gain from acquisition related adjustment, net 57,955 6.8 — — Other expense, net(1) (2) (4,016) (0.5) (1,966) (0.2)Total other income (expense), net 30,023 3.5 (27,122) (3.2)Income before income tax expense 226,472 26.7 172,910 20.6 Income tax expense 64,860 50,137 Net income$161,612 19.0% $122,773 14.7% Diluted earnings per share$2.63 $1.91 Diluted weighted average common shares outstanding 61,537 64,142 Other data: Adjusted EBITDA(3)$244,343 28.8% $240,725 28.7%Adjusted Diluted EPS(3)$2.50 $2.33 (1) We sponsor a Non-qualified Deferred Compensation Plan (the "deferred compensation plan"), under which a CBIZ employee’s compensation deferral is held in a rabbi trust and invested accordingly as directed by the employee. The activities related to the deferred compensation plan are recorded in "Corporate and Other" for segment reporting purposes. Gains and losses resulting from the adjustments to the fair value of the invested assets in the deferred compensation plan are recorded as an increase or decrease to the "Other income (expense), net", directly offset by the same adjustments as an increase or decrease to compensation expense (recorded as "Operating expense" or "Corporate general and administrative expense") in the accompanying Unaudited Condensed Consolidated Statements of Comprehensive Income. The deferred compensation plan has no impact on “Income before income tax expense” or diluted earnings per share.
Income and expenses related to the deferred compensation plan for the three months ended March 31, 2026, and 2025, are as follows (in thousands, except percentages):
Three Months Ended March 31,Income statement line items: 2026 % of Revenue 2025 % of RevenueOperating expense $(3,069) (0.4)% $(2,432) (0.3)%Corporate general and administrative income (319) —% (119) —%Other expense, net 3,388 0.4% 2,551 0.3% Excluding the impact of the above-mentioned income and expenses related to the deferred compensation plan, the operating results for the three months ended March 31, 2026, and 2025, are as follows (in thousands, except percentages):
Three Months Ended March 31, 2026 2025 As
Reported Deferred Compensation Plan Adjusted % of
Revenue As
Reported Deferred Compensation Plan Adjusted % of
RevenueGross margin$226,017 $(3,069) $222,948 26.3% $228,102 $(2,432) $225,670 26.9%Operating income 196,449 (3,388) 193,061 22.8% 200,032 (2,551) 197,481 23.6%Other expense, net (4,016) 3,388 (628) (0.1)% (1,966) 2,551 585 0.1%Income before income tax expense 226,472 — 226,472 26.7% 172,910 — 172,910 20.6% (2) Included in "Other expense, net" for the three months ended March 31, 2026, and 2025, is expense of $0.2 million and $0.5 million, respectively, related to net changes in the fair value of contingent consideration related to CBIZ's prior acquisitions.
(3) Refer to the schedules reconciling Adjusted Diluted EPS and Adjusted EBITDA to the most directly comparable GAAP financial measures at the end of this release and for additional information as to the usefulness of the non-GAAP financial measures to stockholders and investors.
CBIZ, INC.
FINANCIAL HIGHLIGHTS (UNAUDITED)
SELECT SEGMENT DATA
(In thousands)
Three Months Ended March 31, 2026 2025 Revenue Financial Services(1)$740,330 $725,038 Benefits and Insurance Services 108,249 112,976 Total Revenue$848,579 $838,014 Gross Margin Financial Services(1)$209,560 $204,280 Benefits and Insurance Services 23,015 27,618 Operating expenses - unallocated(2): Other expense (9,627) (6,228)Deferred compensation 3,069 2,432 Total Gross Margin$226,017 $228,102 As a % of Revenue 26.6% 27.2% (1) During the three months of March 31, 2026, the National Practice practice was combined with the Financial Service practice group to better align with internal management and reporting structure. As a result, the Financial Services revenue and gross margin for the three months ended March 31, 2025 was adjusted to reflect this change.
(2) Represents operating expenses not directly allocated to individual businesses, including stock-based compensation, consolidation and integration charges, and certain advertising expenses. "Operating expenses - unallocated" also includes gains or losses attributable to the assets held in a rabbi trust associated with the Company's deferred compensation plan. These gains or losses do not impact "Income before income tax expense" as they are directly offset by the same adjustment to "Other income (expense), net" in the Consolidated Statements of Comprehensive Income. Net gains or losses recognized from adjustments to the fair value of the assets held in the rabbi trust are recorded as compensation expense (income) in "Operating expenses" and “Corporate, general and administrative expenses,” and offset in "Other income (expense), net."
CBIZ, INC.
SELECT CASH FLOW DATA (UNAUDITED)
(In thousands)
Three Months Ended March 31, 2026 2025 Net income$161,612 $122,773 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization expense 23,750 24,791 Bad debt expense, net of recoveries 1,409 417 Adjustments to contingent earnout liability, net 195 502 Deferred income taxes 7,530 5,639 Stock-based compensation expense 14,660 4,320 Amortization of deferred financing fees 1,349 1,298 Other, net 837 (289)Changes in assets and liabilities, net of acquisitions and divestitures: Accounts receivable, net (214,671) (201,258)Other assets 2,910 (8,990)Accounts payable (4,191) 11,985 Income taxes payable 49,791 45,626 Accrued personnel costs (77,295) (84,642)Other liabilities 6,599 (10,438)Net cash used in operating activities (25,515) (88,266)Net cash used in investing activities (2,919) (4,961)Net cash provided by (used in) financing activities (12,578) 55,363 Net decrease in cash, cash equivalents and restricted cash (41,012) (37,864)Cash, cash equivalents and restricted cash at beginning of year 218,090 187,170 Cash, cash equivalents and restricted cash at end of period$177,078 $149,306 Reconciliation of cash, cash equivalents and restricted cash to the consolidated balance sheet:Cash and cash equivalents$28,718 $8,850 Restricted cash 40,622 40,777 Cash equivalents included in funds held for clients 107,738 99,679 Total cash, cash equivalents and restricted cash$177,078 $149,306 CBIZ, INC.
GAAP RECONCILIATION
Operating Cash Flow to Free Cash Flow(1)
(Unaudited. Amounts in thousands, except per share data)
Three Months Ended March 31, 2026 2025 Net cash used in operating activities$(25,515) $(88,266)Less: Additions to property and equipment (3,000) (5,177)Free Cash Flow$(28,515) $(93,443) (1) This table reconciles Free Cash Flow to the most directly comparable GAAP financial measure of net cash provided by operating activities. Free Cash Flow is a non-GAAP measure that management believes provides a more complete understanding of the factors and trends affecting our cash flows. This information is useful to investors, as it offers a measure of cash generated from our business that can be used for our strategic business objectives.
CBIZ, INC.
SELECT FINANCIAL DATA AND RATIOS (UNAUDITED)
(In thousands, except percentages, DSO, and per share data)
March 31, 2026 December 31, 2025Cash and cash equivalents$28,718 $18,290 Restricted cash 40,622 38,234 Accounts receivable, net 769,442 555,995 Other current assets 77,639 79,693 Current assets before funds held for clients 916,421 692,212 Funds held for clients 152,862 207,037 Goodwill and other intangible assets, net 2,856,166 2,869,790 Total assets 4,629,960 4,409,528 Current liabilities before client fund obligations, excluding short-term debt 427,781 462,484 Client fund obligations 152,951 206,738 Current portion, Term Loan(1) 78,750 70,000 Revolver Facility(1) 239,000 142,400 Long-term portion, Term Loan(1) 1,233,750 1,260,000 Total liabilities 2,735,784 2,647,461 Treasury stock (1,110,111) (1,078,521) Total stockholders' equity 1,894,176 1,762,067 Debt to equity 69.3% 75.5%Days sales outstanding (DSO)(2) 99 71 Shares outstanding 54,299 54,380 Basic weighted average common shares outstanding 61,424 62,909 Diluted weighted average common shares outstanding 61,537 63,240 (1) Reflects the gross debt for the Term Loan and Revolving Credit Facility excluding the associated unamortized deferred debt issuance costs totaling $15.1 million and $16.5 million, respectively, as of March 31, 2026 and December 31, 2025.
(2) DSO is provided for continuing operations and represents accounts receivable, net, at the end of the period, divided by trailing twelve-months daily revenue. The Company has included DSO data because such data is commonly used as a performance measure by analysts and investors and as a measure of the Company's ability to collect on receivables in a timely manner. DSO should not be regarded as an alternative or replacement to any measurement of performance under GAAP. DSO on March 31, 2025, was 96.
CBIZ, INC.
GAAP RECONCILIATION
Net Income (Loss) and Diluted Earnings Per Share (“EPS”) to Adjusted Net Income (Loss), Adjusted Diluted EPS, Adjusted EBITDA, and Adjusted EBITDA Margin(1)
(Unaudited. Amounts in thousands, except per share data)
Three Months Ended March 31, 2026 Financial
Services Benefits and
Insurance
Services Corporate &
Other Consolidated EPSNet income (loss)$208,687 $23,390 $(70,465) $161,612 $2.63 Adjustments: Amortization of acquired intangible assets 17,135 1,519 — 18,654 0.30 Integration costs related to acquisitions(2) 14,800 23 9,046 23,869 0.39 Gain from acquisition related adjustment, net(3) — — (57,955) (57,955) (0.94)Stock-based compensation(4) 658 — 3,649 4,307 0.07 Income tax effect related to adjustments — — 3,186 3,186 0.05 Adjusted net income (loss)$241,280 $24,932 $(112,539) $153,673 $2.50 Interest expense — — 23,916 23,916 Income tax expense — — 64,860 64,860 Tax effect related to the adjustments above — — (3,186) (3,186) Depreciation(5) 3,184 507 1,389 5,080 Adjusted EBITDA$244,464 $25,439 $(25,560) $244,343 As a % of Revenue 33.0% 23.5% N/A 28.8% Three Months Ended March 31, 2025 Financial
Services Benefits and
Insurance
Services Corporate &
Other Consolidated EPSNet income (loss)$204,465 $27,945 $(109,637) $122,773 $1.91 Adjustments: Amortization of acquired intangible assets 16,890 1,776 — 18,666 0.29 Integration costs related to acquisitions(2) 2,513 156 13,023 15,692 0.24 Litigation costs — — 796 796 0.01 Stock-based compensation(4) — — 2,309 2,309 0.04 Income tax effect related to adjustments — — (10,863) (10,863) (0.16)Adjusted net income (loss)$223,868 $29,877 $(104,372) $149,373 $2.33 Interest expense — — 25,156 25,156 Income tax expense — — 50,137 50,137 Tax effect related to the adjustments above — — 10,863 10,863 Depreciation(5) 3,558 549 1,089 5,196 Adjusted EBITDA$227,426 $30,426 $(17,127) $240,725 As a % of Revenue 31.4% 26.9% N/A 28.7% (1) This table reconciles Adjusted net income (loss), Adjusted diluted EPS, Adjusted EBITDA, and Adjusted EBITDA margin to the most directly comparable GAAP financial measures. Adjusted net income (loss), Adjusted diluted EPS, Adjusted EBITDA, and Adjusted EBITDA margin exclude the impact of the Transaction and other significant non-operating related gains and losses that management does not consider on-going in nature. Please refer to the 'Non-GAAP Financial Measures' section for further management discussion.
(2) These costs include, but are not limited to, certain consulting, technology, personnel, as well as other integration costs related to the Transaction.
(3) Gain related the finalization of working capital and related purchase price adjustments associated with the Transaction.
(4) Stock-based compensation expense reported for the three months ended March 31, 2026 and 2025 excluded $3.2 million and $3.3 million, respectively, of stock-based compensation expense reported as “Integration costs related to acquisitions” above.
(5) Depreciation expense reported for the three months ended March 31, 2026 and 2025 excluded $16 thousand and $0.9 million, respectively, of depreciation expense reported as “Integration costs related to acquisitions” above. The accelerated depreciation was associated with certain technology assets from the Transaction.
CBIZ (CBZ - Free Report) came out with quarterly earnings of $2.5 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.72%. A quarter ago, it was expected that this provider of outsourced business services would post a loss of $0.66 per share when it actually produced a loss of $0.7, delivering a surprise of -6.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
CBIZ, which belongs to the Zacks Consulting Services industry, posted revenues of $848.58 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.41%. This compares to year-ago revenues of $838.01 million. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
CBIZ shares have lost about 35.6% since the beginning of the year versus the S&P 500's gain of 4.3%.
What's Next for CBIZ?While CBIZ has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CBIZ was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.80 on $700.08 million in revenues for the coming quarter and $3.78 on $2.84 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consulting Services is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Hackett Group (HCKT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This consulting company is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -14.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Hackett Group's revenues are expected to be $71.65 million, down 6% from the year-ago quarter.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is CBIZ (CBZ - Free Report) . CBZ is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock is trading with a P/E ratio of 13.83, which compares to its industry's average of 14.87. CBZ's Forward P/E has been as high as 30.87 and as low as 13.83, with a median of 20.19, all within the past year.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. CBZ has a P/S ratio of 0.6. This compares to its industry's average P/S of 1.3.
These figures are just a handful of the metrics value investors tend to look at, but they help show that CBIZ is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, CBZ feels like a great value stock at the moment.
Shares of CBIZ (CBZ - Free Report) have gained 10.5% over the past four weeks to close the last trading session at $30.5, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $41 indicates a potential upside of 34.4%.
The mean estimate comprises four short-term price targets with a standard deviation of $13.24. While the lowest estimate of $31.00 indicates a 1.6% increase from the current price level, the most optimistic analyst expects the stock to surge 96.7% to reach $60.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in CBZ. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why CBZ Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 8.6%.
Moreover, CBZ currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much CBZ could gain, the direction of price movement it implies does appear to be a good guide.
On May 6, 2026, GatePass Capital, LLC disclosed a new position in CBIZ (CBZ 0.76%), acquiring 98,163 shares in an estimated $3.46 million trade based on the quarterly average price.
What happenedAccording to a Securities and Exchange Commission (SEC) filing dated May 6, 2026, GatePass Capital, LLC initiated a new position in CBIZ, purchasing 98,163 shares. The estimated transaction value was approximately $3.46 million, calculated using the average unadjusted closing price for the first quarter of 2026. The quarter-end value of the position was $2.64 million, reflecting both trading activity and share price movement.
What else to knowThis was a new position for GatePass Capital, LLC, representing 1.23% of its reportable assets under management as of March 31, 2026.
Top five holdings after the filing:
CINF: $15.30 million (7.4% of AUM)SHV: $7.86 million (3.8% of AUM)SPY: $7.59 million (3.7% of AUM)MINT: $7.38 million (3.6% of AUM)STEW: $7.36 million (3.6% of AUM)As of May 5, 2026, CBIZ shares were priced at $31.30, down 56.5% over the past year, and underperforming the S&P 500 by 85.0 percentage points.
Company overviewMetricValueRevenue (TTM)$2.77 billionNet income (TTM)$154.28 millionPrice (as of market close May 5, 2026)$31.30One-year price change(56.5%)Company snapshotOffers accounting, tax, financial advisory, valuation, risk consulting, employee benefits, payroll, insurance, and IT consulting services across three primary business segments.Generates revenue through a diversified service model, providing recurring and project-based solutions to businesses and individuals in financial, insurance, and advisory domains.Serves small and medium-sized businesses, individuals, governmental entities, and not-for-profit organizations in the United States and Canada.CBIZ is a leading provider of professional services, leveraging a multi-segment platform to deliver financial, insurance, and advisory solutions. Its scale and breadth of offerings allow it to address a wide range of client needs, supporting organizations through complex regulatory and operational environments. CBIZ's diversified client base and recurring revenue streams provide resilience and growth opportunities within the specialty business services sector.
What this transaction means for investorsGatePass Capital, an Ohio-based investment advisor, recently disclosed the purchase of $2.6 million worth of CBIZ stock (CBZ) during the first quarter (the three months ending on March 31, 2026). Here are some key takeaways for investors.
To begin, CBIZ stock has struggled recently. Shares have declined in value by around 55% over the past year. The company delivered a disappointing first-quarter earnings report. Revenue came in below consensus analyst expectations, and management lowered guidance, citing demand uncertainty.
All that said, some investors may be intrigued by the stock’s newfound affordability. Shares now trade at a price-to-sales (P/S) ratio of around 0.7x. That’s far below the stock’s 10-year average P/S ratio of 1.5x, and it’s close to the 10-year low of 0.6x, recorded earlier this year.
In summary, CBIZ stock has come under pressure due to disappointing results and lowered guidance. However, value-minded investors may want to give the stock a closer look due to its low valuation.
Cleveland, May 14, 2026 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today released the latest quarterly edition of its Mid-Market Pulse Report . The study reveals that while mid-market organizations are ambitious, resilient, and focused on growth, execution is increasingly challenged by rising costs, workforce constraints, and ongoing economic and policy uncertainty.
Investors in CBIZ, Inc. (CBZ - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Jul 17, 2026 $60 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for CBIZ shares, but what is the fundamental picture for the company? Currently, CBIZ is a Zacks Rank #3 (Hold) in the Consulting Services industry that ranks in the Bottom 23% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased the earnings estimate for the current quarter, while two analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 80 cents per share to 75 cents in that period.
Given the way analysts feel about CBIZ right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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Economic strength, encouraging service activities, and the success of the work-from-home trend enable Zacks Consulting Services industry players to meet demand.
Driven by these positives, investors interested in the industry would do well to consider stocks like Stantec Inc. (STN - Free Report) , CBIZ, Inc. (CBZ - Free Report) and Charles River Associates (CRAI - Free Report) in their portfolios.
About the Industry Companies grouped under the Consulting Services category offer professional advice in management, IT, human resources, environmental regulations, logistics, marketing and real estate, serving multiple end markets. The space includes prominent names such as Accenture and Gartner. The industry focuses on channeling money and efforts toward more effective operational components, such as technology, digital transformation and data-driven decision-making. To position themselves suitably in the post-pandemic era and better utilize the opportunities that an economic recovery will bring, service providers are increasing their efforts to formulate and reassess strategic initiatives, identify sources of demand and target end markets.
What's Shaping the Future of the Consulting Services Industry? Exponential Growth: This multi-billion-dollar industry has entered a trajectory of exponential expansion since the 2008 financial crisis, fueled by digital transformation and innovation-driven efficiencies. The trend has sustained steady revenues, profits and cash-flow growth, enabling most industry players to distribute stable dividends.
Economic Recovery: The sector is a major beneficiary of the broader economy and increasingly digital-driven service activities. According to the second estimate released by the Bureau of Economic Analysis, the economy remained resilient, with GDP growing 1.6% in the first quarter of 2026 against a 0.5% increase in the fourth quarter of 2025. Non-manufacturing activities remained strong, as reflected in the April Services PMI, which stayed above the 50% threshold for the 22nd consecutive month.
Strong Demand Environment: The consulting services industry remains among the least disrupted by recent global uncertainties. Even in volatile conditions, organizations seek extensive guidance on safeguarding their workforce while strengthening ties with consumers and shareholders. The industry was an early pioneer of remote collaboration, now embedded in the new normal. Its work model allows players to operate efficiently, increasingly powered by AI-driven insights, digital platforms and agile delivery frameworks.
Zacks Industry Rank Indicates Weak Near-Term Prospects The Consulting Services industry, which is housed within the broader Business Services sector, currently carries a Zacks Industry Rank of #190. This rank places it in the bottom 23% of 246 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates weak near-term growth prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock market performance and current valuation.
Industry's Price Performance The Consulting Services industry has underperformed the S&P 500 composite and the broader sector over the past 12 months.
The industry has declined 40.6% against the S&P 500 composite’s growth of 31.1%. The broader sector has declined 21.8% in the said time frame.
One-Year Price Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings (P/E), which is a commonly used multiple for valuing consulting services companies, we see that the industry is currently trading at 14.67X, below the S&P 500’s 22.23X and the sector’s 17.38X.
Over the past five years, the industry has traded as high as 31.53X and as low as 14.39X, with a median of 26.15X, as the charts below show.
Price to Forward 12 Months P/E Ratio
3 Consulting Services Stocks to Consider Stantec: The company provides professional services in infrastructure and facilities. It remains well-positioned for continued success, supported by industry resilience and effective internal strategies. STN benefits from strong macroeconomic and structural drivers while maintaining sharp execution on its projects, enabling margin expansion and earnings growth.
Stantec operates in a resilient sector shaped by long-term global needs, including water security, aging infrastructure, climate change response, advanced manufacturing and emerging technologies. These trends are expected to sustain strong project demand across regions.
Stantec’s consistent focus on high-quality project execution and addressing clients’ most urgent infrastructure and sustainability challenges supports steady growth. This disciplined approach continues to drive margin improvement and robust earnings performance.
The Zacks Consensus Estimate for the company’s 2026 EPS has increased 0.5% in the past 60 days to $4.50. STN currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price and Consensus: STN
Charles River Associates: Technologically advanced analytic techniques continue to raise both complexity and safety expectations, and Charles Riveris well-positioned to capitalize on these shifts. With a highly educated employee base and in-depth industry knowledge, the company delivered growth with high-quality analytical and strategic consulting services across diverse industries.
Presence across North America and Europe has been benefiting the company for long-term growth. This international footprint also fosters collaboration with leading professionals globally, further solidifying its expertise and appeal. Its Forensic Services practice continued to see strong demand across cybersecurity, fraud investigations, trade-secret disputes and litigation support. The Legal and Regulatory Services and Energy and Life Sciences Services are also witnessing strong growth, while the Finance practice remains a significant revenue generator across corporate governance disputes, mergers, bankruptcy matters, securities litigation, insurance cases, and international arbitration.
The Zacks Consensus Estimate for the company’s 2026 EPS has increased 1.1% in the past 60 days to $8.52. CRAI also currently carries a Zacks Rank #3.
Price and Consensus: CRAI
CBIZ: With its service breadth and specialized expertise, this provider of financial, insurance and advisory services has established itself as one of the largest professional services providers for middle-market businesses, solidifying its competitive edge and long-term growth potential.
CBIZ is entering a strong growth phase, fueled by strategic expansion and a reinforced market position. The integration of Marcum has unlocked new synergies, enhanced service offerings, and strengthened relationships with clients and stakeholders. The Marcum transaction significantly expands CBIZ’s capabilities and client base, positioning the firm for broader market reach and cross-selling opportunities.
The Zacks Consensus Estimate for the company’s 2026 EPS has increased 7.7% in the past 60 days to $4.07. CBIZ currently carries a Zacks Rank #3.
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