Zeta Global (ZETA) reported Q2 2026 revenues of $442.8 million, up 43.5% year-over-year with 28% organic growth. The company raised 2026 guidance to $1.82 billion in revenue and $405 million in adjusted EBITDA, marking its 20th consecutive beat-and-raise quarter. However, rising cost of revenues (41% of sales, up 300 basis points) due to higher-cost social channel adoption and agency exposure present margin pressures. The stock holds a Zacks Rank #3 (Hold) rating.

Robert Half (RHI) stock surged 87.6% over six months, outperforming both its industry (79.8%) and the S&P 500 (11.4%). The company maintains a strong financial position with $325M in cash, positive free cash flow of $102M in Q2 2026, and a healthy current ratio of 1.47. RHI demonstrates shareholder-friendly practices through consistent dividend payments and share repurchases, though it carries a Zacks Rank #3 (Hold) rating.

Law firm Brodsky & Smith announced investigations into four major merger transactions, examining whether the boards of MarketAxess Holdings, CBIZ, Sanara MedTech, and TriCo Bancshares breached fiduciary duties by failing to conduct fair processes and potentially underpaying shareholders. The firm is seeking shareholders to discuss potential class action lawsuits.

Reference Equity, a CBIZ shareholder, has called on the company to suspend share repurchases and restart its acquisition program funded with equity. The shareholder argues that equity-financed M&A would strengthen CBIZ's competitive position, reduce balance sheet leverage, and position the company to lead industry consolidation in an AI-disrupted market.

GatePass Capital, LLC acquired 98,163 shares of CBIZ in a $3.46 million transaction during Q1 2026. Despite CBIZ stock declining 56.5% over the past year due to disappointing earnings and lowered guidance, the investment advisor may see value in the stock's low P/S ratio of 0.7x, well below its 10-year average of 1.5x.

Waters Parkerson added 85,796 shares of CBIZ worth $3 million in Q1 2026, increasing its stake to 523,042 shares valued at $14 million. The move is contrarian, as CBIZ shares have fallen 51% over the past year due to integration challenges from its November 2024 acquisition of Marcum LLP. While the acquisition boosted 2025 revenue 52% to $2.8 billion, organic growth was modest at 2%. Waters Parkerson's purchase suggests confidence that integration headwinds will be temporary.

CBIZ, Inc. (NYSE: CBZ) will announce its first quarter 2026 financial results after market close on April 29, 2026, followed by a conference call with President and CEO Jerry Grisko and CFO Brad Lakhia at 5:00 p.m. ET. The company is a leading professional services advisor to middle-market businesses with over 9,500 team members across 23 major markets.

CBIZ released its Q1 2026 Mid-Market Pulse Report based on insights from over 1,300 clients, revealing that middle-market business leaders are balancing cautious optimism with pragmatic cost management. Key priorities include cost optimization (84%), talent investment (43%), and technology modernization (41%), while challenges include rising labor costs and pricing pressures. CBIZ launched 'Insights. Applied.' to help organizations translate strategy into action.

CBIZ has published its 2026 Tax Planning Guide, detailing significant tax law updates from the One Big Beautiful Bill Act (OBBBA), offering strategies for businesses and individuals to navigate new tax provisions affecting research expenses, depreciation, and investment opportunities.

CBIZ's quarterly survey reveals mid-market companies facing significant challenges from rising healthcare costs, tariffs, and financing expenses, with businesses focusing on disciplined investments in compliance, technology, and workforce development.

CBIZ reported strong Q2 2025 financial performance, with 62.7% revenue growth driven by the Marcum acquisition, adjusted EPS of $0.95 beating estimates, and robust profitability metrics despite some revenue challenges.

Halper Sadeh LLC is investigating several companies, including GSE Systems, Better Choice Company, CBIZ, and Manitex International, for potential violations of securities laws and breaches of fiduciary duties to shareholders related to proposed mergers and acquisitions.