CBIZ Mid-Market Pulse Report Finds AI Momentum Rising as Companies Accelerate Upskilling for Execution
CBIZ (NYSE: CBZ) released its latest Mid-Market Pulse Report, based on input from more than 500 business leaders and CBIZ team members.
Rhea-AI Summary
CBIZ (NYSE: CBZ) released its latest Mid-Market Pulse Report, based on input from more than 500 business leaders and CBIZ team members. Mid-market firms remain growth-focused but face rising costs, talent shortages, and policy uncertainty. Key indices show early-stage AI adoption, elevated cost pressure, and manageable regulatory impact.
39% prioritize digital and AI transformation and 37% focus on talent and culture, yet 48% cite lack of internal expertise as the top AI barrier and 44% point to skills gaps as the main execution challenge. Cost pressures affect labor (73%), technology (68%), and healthcare (61%), while 76% see strong demand for tax strategy and planning. CBIZ’s new Mid-Market Performance Indices report an AI Adoption Index of 35, a Cost Pressure Index of 42, and a Regulatory Impact Index of 37. CBIZ also introduced Insights. Applied., a solution suite to help businesses turn data into coordinated action across operations, tax, and technology.
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Details
News Market Reaction – CBZ
On May 14, the day this news came out, CBZ closed 0.39% below the previous close.
Data tracked by StockTitan Argus for the May 14 session.
Key Figures
- Digital & AI priority
- 39%
- Organizations prioritizing digital and AI transformation
- Talent & culture priority
- 37%
- Organizations focused on talent and culture as top strategic priorities
- AI expertise barrier
- 48%
- Organizations citing lack of internal expertise as main AI barrier
- Labor cost pressure
- 73%
- Organizations impacted by labor cost pressure
- Tech cost pressure
- 68%
- Organizations impacted by technology investment costs
- Healthcare cost pressure
- 61%
- Organizations impacted by healthcare expenses
- Talent gap barrier
- 44%
- Organizations citing talent and skills gaps as leading execution barrier
- Tax strategy demand
- 76%
- Organizations indicating demand for tax strategy and planning
Historical Context
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Stronger earnings and raised 2026 guidance, followed by an 8.05% share decline.
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Announcement of Q1 2026 results release date and conference call details.
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Promotion of new Chief Information & Technology Officer to unify tech and AI efforts.
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Release of “The Tradeoff Economy” mid-market research with modest share pullback.
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Strong 2025 results and buyback authorization, yet shares slipped 1.8% next day.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
ai technical
tax strategy financial
regulatory complexity regulatory
mid-market performance indices technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
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. When it comes to prioritizing AI, nearly half of organizations say the lack of internal expertise is the biggest barrier, indicating the issue isn’t technology itself, but readiness.
The report reflects input from more than 500 mid-market business leaders and CBIZ team members across industries and highlights a shift toward disciplined execution, where organizations must balance investment priorities with operational realities.
“We continue to hear from our clients that AI transformation, tax strategy, and regulatory complexity are areas where they need a trusted advisor to guide them,” said Jerry Grisko, President and Chief Executive Officer of CBIZ. “Businesses that are pulling ahead are building more resilient, agile operating models and taking a pragmatic approach to technology by modernizing talent and processes first, then scaling AI where it measurably improves productivity, products, and services. In this environment, speed and focus are competitive advantages.”
Key Findings from the Report Include:
39% of organizations are prioritizing digital and AI transformation, while37% are focused on talent and culture as top strategic priorities48% report lack of internal expertise as the biggest barrier to expanding AI adoption, despite continued investment in digital capabilities- Cost pressure remains widespread, with
73% of organizations impacted by labor costs,68% by technology investments, and61% by healthcare expenses 44% cite talent and skills gaps as the leading barrier to execution, reinforcing workforce constraints as a critical issue76% indicate demand for tax strategy and planning, signaling a growing focus on liquidity, compliance, and proactive financial management
The report also introduces new CBIZ Mid-Market Performance Indices using a weighted approach to translate survey responses into a standardized 100-point scale, providing a clear benchmark view of current operating conditions:
- The AI Adoption Index stands at 35, reflecting fragmented adoption and early-stage implementation
- The Cost Pressure Index stands at 42, indicating elevated cost pressure across multiple categories
- The Regulatory Impact Index stands at 37, highlighting a consistent but manageable compliance burden
The findings underscore a broader trend across the mid-market: organizations are not lacking strategy but are working to execute in an environment where margin pressure, capability gaps, and uncertainty are converging.
In response to the economic pressures highlighted in the report, CBIZ recently introduced Insights. Applied., a new suite of solutions designed to help businesses convert data into coordinated action across operations, tax strategy, and technology to improve performance.
The full Mid-Market Pulse Report is available 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.
Amy McGahan CBIZ, Inc. amy.mcgahan@cbiz.com
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