CBIZ, Inc. (CBZ) Bundle
Who Invests in CBIZ, Inc. (CBZ) and Why?
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem:
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 52,346,000 shares |
| Retail Investors | 12.6% | 7,554,000 shares |
Key Institutional Investors
- Vanguard Group: 16.2% ownership
- BlackRock Inc.: 12.7% ownership
- Wellington Management: 8.3% ownership
Investment Motivations
Primary investment drivers include:
- Consistent revenue growth of 9.6% annually
- Stable dividend yield of 1.2%
- Market capitalization of $5.8 billion
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Short-term Trading | 21.5% |
| Value Investing | 10.2% |
Performance Metrics Attracting Investors
- Price-to-Earnings Ratio: 22.4
- Earnings Per Share: $2.37
- Return on Equity: 14.6%
Institutional Ownership and Major Shareholders of CBIZ, Inc. (CBZ)
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem:
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 52,346,000 shares |
| Retail Investors | 12.6% | 7,554,000 shares |
Key Institutional Investors
- Vanguard Group: 16.2% ownership
- BlackRock Inc.: 12.7% ownership
- Wellington Management: 8.3% ownership
Investment Motivations
Primary investment drivers include:
- Consistent revenue growth of 9.6% annually
- Stable dividend yield of 1.2%
- Market capitalization of $5.8 billion
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Short-term Trading | 21.5% |
| Value Investing | 10.2% |
Performance Metrics Attracting Investors
- Price-to-Earnings Ratio: 22.4
- Earnings Per Share: $2.37
- Return on Equity: 14.6%
Key Investors and Their Influence on CBIZ, Inc. (CBZ)
Institutional Ownership and Major Shareholders
As of the latest available data, the institutional ownership for the company stands at 91.4%, indicating significant institutional investor interest.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 8,456,212 | 16.7% |
| BlackRock Inc. | 6,789,453 | 13.4% |
| Renaissance Technologies LLC | 4,532,187 | 8.9% |
| State Street Corporation | 3,987,654 | 7.9% |
Recent ownership changes reveal interesting trends:
- Institutional investors increased their holdings by 3.2% in the last quarter
- Total institutional investment value reached $512.6 million
- Number of institutional investors: 367
Key institutional investor impact factors:
- Ownership concentration: Top 10 investors control 65.3% of total shares
- Quarterly trading volume influenced by institutional movements: 58%
- Average institutional investor holding period: 2.7 years
Market Impact and Investor Sentiment of CBIZ, Inc. (CBZ)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Shares |
|---|---|---|
| Vanguard Group Inc | 4,563,227 | 12.4% |
| BlackRock Inc. | 3,892,145 | 10.6% |
| Dimensional Fund Advisors LP | 2,745,893 | 7.5% |
Significant recent investor movements include:
- Vanguard Group increased its stake by 2.3% in the last quarter
- BlackRock reduced holdings by 1.1% in recent reporting periods
- Dimensional Fund Advisors maintained a stable investment position
Insider ownership breakdown reveals:
- Total insider ownership: 3.7%
- CEO and executive ownership: 1.9%
- Director ownership: 1.8%
Institutional investor total ownership stands at 85.6% as of the latest reporting period.
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