Marcus Corporation (The) (MCS) – What Are Analysts Thinking About This Stock?

Marcus Corporation (The) (NYSE:MCS) has earned an average rating of “Moderate Buy” from the six research firms that are currently covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. The average 12 month price target among brokers that have updated their coverage on the stock in the last year is $32.25.

Several research firms have issued reports on MCS. Barrington Research set a $33.00 target price on Marcus in a research note on Monday, August 3rd. B. Riley Financial reissued a “neutral” rating on shares of Marcus in a research note on Monday, October 19th. Zacks Research lowered shares of Marcus from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. Weiss Ratings raised shares of Marcus from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, Benchmark increased their price objective on shares of Marcus from $22.00 to $33.00 and gave the stock a “buy” rating in a research report on Friday, July 31st.

Key Stories Impacting Marcus

Here are the key news stories impacting Marcus this week:

• Positive Sentiment: Analysts have a consensus price target of $32.25, suggesting potential upside from recent trading levels and providing a constructive outlook for Marcus Corporation. Marcus Corporation Stock Has Consensus Price Target of $32.25 According to Analysts
• Positive Sentiment: Marcus reported record third-quarter revenue in both its theater and hospitality divisions, producing the highest quarterly revenue in company history. Results were supported by strong movie releases, including Spider-Man: Brand New Day, while net earnings and adjusted EBITDA increased year over year. Marcus Corporation Reports Third Quarter 2026 Results
• Neutral Sentiment: Third-quarter revenue reached approximately $237.8 million, exceeding the roughly $235.7 million analyst estimate. Reported EPS was $0.60, compared with $0.42 a year earlier; some analyst reports viewed this as meeting consensus, while Zacks measured it against a $0.62 estimate. Marcus Q3 Net Earnings and Adjusted EBITDA Climb on Higher Revenues
• Negative Sentiment: The Zacks estimate comparison characterized the quarter as an EPS miss, with $0.60 per share below its $0.62 consensus forecast. That modest shortfall may be pressuring the stock despite record revenue and improved year-over-year earnings. Marcus Q3 Earnings Lag Estimates

Marcus Stock Down 5.5%

NYSE MCS opened at $26.54 on Friday. Marcus has a 52 week low of $13.06 and a 52 week high of $32.42. The company has a quick ratio of 0.44, a current ratio of 0.67 and a debt-to-equity ratio of 0.33. The business’s fifty day simple moving average is $27.97 and its 200-day simple moving average is $21.96. The firm has a market cap of $818.23 million, a PE ratio of 33.59 and a beta of 0.58.

Marcus (NYSE:MCS) last announced its quarterly earnings data on Thursday, October 29th. The company reported $0.60 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.60. Marcus had a net margin of 3.08% and a return on equity of 3.84%. The firm had revenue of $237.75 million during the quarter, compared to analyst estimates of $235.65 million. As a group, equities analysts anticipate that Marcus will post 0.83 earnings per share for the current year.

Marcus Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Tuesday, August 25th were paid a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a yield of 1.4%. This is a positive change from Marcus’s previous quarterly dividend of $0.08. The ex-dividend date was Tuesday, August 25th. Marcus’s payout ratio is currently 45.57%.

Insider Buying and Selling

In other news, Director Diane M. Gershowitz sold 50,000 shares of the firm’s stock in a transaction on Wednesday, September 23rd. The stock was sold at an average price of $27.61, for a total transaction of $1,380,500.00. Following the completion of the transaction, the director directly owned 125,617 shares in the company, valued at $3,468,285.37. This trade represents a 28.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 16.53% of the stock is owned by company insiders.

Hedge Funds Weigh In On Marcus

Several institutional investors have recently bought and sold shares of the company. Financial Management Professionals Inc. acquired a new position in shares of Marcus in the third quarter valued at approximately $28,000. USA Financial Formulas acquired a new position in Marcus during the 3rd quarter worth $50,000. State of Wyoming purchased a new stake in Marcus during the 3rd quarter worth about $70,000. WINTON GROUP Ltd purchased a new stake in Marcus during the 2nd quarter worth about $290,000. Finally, Susquehanna International Group LLP increased its holdings in Marcus by 183.1% during the 2nd quarter. Susquehanna International Group LLP now owns 47,094 shares of the company’s stock worth $1,105,000 after purchasing an additional 30,457 shares during the period. 81.57% of the stock is owned by institutional investors and hedge funds.

About Marcus

Marcus Corporation (NYSE: MCS) is an entertainment and hospitality company headquartered in Milwaukee, Wisconsin. Its principal businesses are conducted through Marcus Theatres and Marcus Hotels & Resorts.

Marcus Theatres operates movie theaters in the United States, primarily across the Midwest, under brands that include Marcus Theatres and Movie Tavern. Its theater operations offer film screenings, reserved seating, premium viewing formats, food and beverage service, and other cinema-related experiences.

Marcus Hotels & Resorts owns, manages, or operates hotels, resorts, restaurants, and related hospitality facilities in the United States.