CBIZ Appoints Three Senior Leaders to Drive Growth Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Should l Buy CBZ?
Source: Newsfilter
- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
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Analyst Views on CBZ
Wall Street analysts forecast CBZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CBZ is 60.00 USD with a low forecast of 60.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 38.210
Low
60.00
Averages
60.00
High
60.00
Current: 38.210
Low
60.00
Averages
60.00
High
60.00
No data
About CBZ
CBIZ, Inc. is a professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. It also maintains a cyber risk management program.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CBIZ, Inc. Rated as One of 10 Most Undervalued Industrial Stocks with $60 Price Target
- Analyst Coverage: Deutsche Bank analyst Faiza Alwy initiated coverage of CBIZ, Inc. (NYSE:CBZ) on January 12 with a Hold rating and a price target of $60, which is below the median Wall Street target of $85, indicating a potential 33% upside from current levels.
- Market Challenges: Alwy highlighted that macroeconomic headwinds and execution-related issues led to significant stock underperformance in 2025, particularly due to elevated expectations following the Marcum acquisition, which further pressured the stock's performance.
- Leadership Changes: On December 18, CBIZ announced three new senior leaders to drive its growth strategy; however, these developments have yet to halt the stock's decline, testing investors' patience.
- Company Overview: Founded in 1987 and based in Independence, Ohio, CBIZ, Inc. provides insurance, financial, and advisory services across Canada and the United States, operating in various segments that showcase its diversified business model.
See More
Alight Inc and Other Industrials Stocks Oversold with RSI Near 30
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- Clarivate PLC Downgrade Impact: Goldman Sachs analyst downgrades Clarivate from Buy to Neutral and cuts the price target from $4.2 to $3.6, leading to a 19% stock drop in the past month, with an RSI of 29 suggesting a possible short-term rebound opportunity.
- CBIZ Inc New Rating: Deutsche Bank initiates coverage on CBIZ with a Hold rating and a price target of $60, despite a 16% stock decline over the past five days, with an RSI of 27.6 indicating signs of being undervalued.
- Market Signal Analysis: Benzinga Pro signals indicate a potential breakout for CBIZ shares, even as its stock dipped 2.6% to $44.97 on Wednesday, reflecting market interest and potential investment opportunities.
See More
CBIZ Appoints Three Senior Leaders to Drive Growth Strategy
- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
See More
Zacks Industry Forecast for FTI, Exponent, and CBIZ
Industry Overview: The consulting services industry is thriving due to economic strength, digital transformation, and the work-from-home trend, with companies like FTI Consulting, Exponent, and CBIZ showing strong growth potential.
Economic Recovery: The sector benefits from a resilient economy, with a 3.8% GDP growth in Q2 2025, and remains less disrupted by global uncertainties, as organizations seek guidance in navigating challenges.
Company Highlights: FTI Consulting has diversified operations and strong revenue growth; Exponent is capitalizing on technological innovation; and CBIZ is expanding through strategic acquisitions, enhancing its market position.
Market Performance: Despite the industry's strong fundamentals, it has underperformed the S&P 500 over the past year, with a current P/E ratio of 19.76X, indicating potential value for investors looking to enter the market.
See More
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- Rising Healthcare Costs: Projected healthcare costs per employee are set to increase by 10% in 2026, primarily driven by soaring prescription and specialty drug expenses, particularly GLP-1 medications, which have surged 81% since 2023, placing greater financial pressure on employers.
- Changing Employee Expectations: With 70% of employees stating that customizable benefits enhance loyalty, employers are compelled to offer more flexible and tailored total rewards to remain competitive, highlighting the market's focus on employee needs.
- Compliance Challenges: Significant regulatory shifts are anticipated in 2026, including the SECURE 2.0 Roth catch-up mandate for high earners and new tax credits, which will increase compliance burdens for employers and impact their operational strategies.
- Expanded Risk Exposures: Organizations must prepare for heightened risks, including natural disasters, cyber threats, and social inflation, which will affect the cost and availability of commercial insurance, necessitating a reevaluation of risk management strategies.
See More
CBIZ Releases 2026 Benefits & Insurance Market Outlook, Forecasting 10% Rise in Healthcare Costs
- Healthcare Cost Forecast: A projected 10% increase in healthcare costs per employee in 2026 is largely driven by soaring prescription and specialty drug expenses, particularly GLP-1 medications, which have surged 81% since 2023, placing significant financial pressure on employers.
- Changing Employee Expectations: With 70% of employees stating that customizable benefits enhance loyalty, employers are compelled to offer more flexible and tailored total rewards to remain competitive and attract talent in a challenging labor market.
- Compliance Challenges: Major regulatory shifts in 2026, including the SECURE 2.0 Roth catch-up mandate for high earners and new tax credits, will require employers to prepare for compliance to avoid potential legal risks and operational disruptions.
- Impact of AI and Automation: Organizations are increasingly leveraging automation to streamline recruiting, onboarding, payroll, and benefits administration, indicating a rising need for robust AI governance to address future operational challenges.
See More
CBIZ, Inc. Rated as One of 10 Most Undervalued Industrial Stocks with $60 Price Target
- Analyst Coverage: Deutsche Bank analyst Faiza Alwy initiated coverage of CBIZ, Inc. (NYSE:CBZ) on January 12 with a Hold rating and a price target of $60, which is below the median Wall Street target of $85, indicating a potential 33% upside from current levels.
- Market Challenges: Alwy highlighted that macroeconomic headwinds and execution-related issues led to significant stock underperformance in 2025, particularly due to elevated expectations following the Marcum acquisition, which further pressured the stock's performance.
- Leadership Changes: On December 18, CBIZ announced three new senior leaders to drive its growth strategy; however, these developments have yet to halt the stock's decline, testing investors' patience.
- Company Overview: Founded in 1987 and based in Independence, Ohio, CBIZ, Inc. provides insurance, financial, and advisory services across Canada and the United States, operating in various segments that showcase its diversified business model.
See More
Alight Inc and Other Industrials Stocks Oversold with RSI Near 30
- Alight Inc Rating Adjustment: Keybanc analyst maintains an Overweight rating on Alight but lowers the price target from $6 to $2.5, resulting in a 20% stock decline over the past month, with an RSI of 29.4 indicating potential undervaluation.
- Clarivate PLC Downgrade Impact: Goldman Sachs analyst downgrades Clarivate from Buy to Neutral and cuts the price target from $4.2 to $3.6, leading to a 19% stock drop in the past month, with an RSI of 29 suggesting a possible short-term rebound opportunity.
- CBIZ Inc New Rating: Deutsche Bank initiates coverage on CBIZ with a Hold rating and a price target of $60, despite a 16% stock decline over the past five days, with an RSI of 27.6 indicating signs of being undervalued.
- Market Signal Analysis: Benzinga Pro signals indicate a potential breakout for CBIZ shares, even as its stock dipped 2.6% to $44.97 on Wednesday, reflecting market interest and potential investment opportunities.
See More
CBIZ Appoints Three Senior Leaders to Drive Growth Strategy
- Executive Appointments: CBIZ has appointed Bruce Ditman as National Leader of Industries, David Fisher as Vice President of Artificial Intelligence, and Marina Margarucci as National Leader of Private Client Services, further enhancing the company's leadership and expertise in the professional services sector.
- Strategic Investment: These appointments reflect CBIZ's commitment to industry specialization, AI capability enhancement, and private client services, aiming to attract top talent to meet evolving client needs and drive overall company growth.
- Industry Experience: Bruce Ditman brings over 20 years of professional services experience, having served as Chief Marketing Officer at Marcum LLP, providing CBIZ with deep industry strategy and go-to-market execution capabilities.
- Innovation-Driven: David Fisher, who led the Global Audit Incubation Hub at KPMG LLP, is expected to accelerate CBIZ's enterprise AI strategy, enhancing client service quality and efficiency.
See More
Zacks Industry Forecast for FTI, Exponent, and CBIZ
Industry Overview: The consulting services industry is thriving due to economic strength, digital transformation, and the work-from-home trend, with companies like FTI Consulting, Exponent, and CBIZ showing strong growth potential.
Economic Recovery: The sector benefits from a resilient economy, with a 3.8% GDP growth in Q2 2025, and remains less disrupted by global uncertainties, as organizations seek guidance in navigating challenges.
Company Highlights: FTI Consulting has diversified operations and strong revenue growth; Exponent is capitalizing on technological innovation; and CBIZ is expanding through strategic acquisitions, enhancing its market position.
Market Performance: Despite the industry's strong fundamentals, it has underperformed the S&P 500 over the past year, with a current P/E ratio of 19.76X, indicating potential value for investors looking to enter the market.
See More
CBIZ Releases 2026 Benefits & Insurance Market Outlook, Forecasting 10% Rise in Healthcare Costs
- Rising Healthcare Costs: Projected healthcare costs per employee are set to increase by 10% in 2026, primarily driven by soaring prescription and specialty drug expenses, particularly GLP-1 medications, which have surged 81% since 2023, placing greater financial pressure on employers.
- Changing Employee Expectations: With 70% of employees stating that customizable benefits enhance loyalty, employers are compelled to offer more flexible and tailored total rewards to remain competitive, highlighting the market's focus on employee needs.
- Compliance Challenges: Significant regulatory shifts are anticipated in 2026, including the SECURE 2.0 Roth catch-up mandate for high earners and new tax credits, which will increase compliance burdens for employers and impact their operational strategies.
- Expanded Risk Exposures: Organizations must prepare for heightened risks, including natural disasters, cyber threats, and social inflation, which will affect the cost and availability of commercial insurance, necessitating a reevaluation of risk management strategies.
See More
CBIZ Releases 2026 Benefits & Insurance Market Outlook, Forecasting 10% Rise in Healthcare Costs
- Healthcare Cost Forecast: A projected 10% increase in healthcare costs per employee in 2026 is largely driven by soaring prescription and specialty drug expenses, particularly GLP-1 medications, which have surged 81% since 2023, placing significant financial pressure on employers.
- Changing Employee Expectations: With 70% of employees stating that customizable benefits enhance loyalty, employers are compelled to offer more flexible and tailored total rewards to remain competitive and attract talent in a challenging labor market.
- Compliance Challenges: Major regulatory shifts in 2026, including the SECURE 2.0 Roth catch-up mandate for high earners and new tax credits, will require employers to prepare for compliance to avoid potential legal risks and operational disruptions.
- Impact of AI and Automation: Organizations are increasingly leveraging automation to streamline recruiting, onboarding, payroll, and benefits administration, indicating a rising need for robust AI governance to address future operational challenges.
See More
