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.
CBIZ, Inc. (CBZ) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.