Barrington Research Estimates Marcus' Q3 Earnings (NYSE:MCS)

Key Points

• Barrington Research has lowered its Q3 2025 EPS estimate for Marcus Corporation from $0.54 to $0.34, while maintaining an "Outperform" rating and a $25.00 price target.
• Marcus recently announced a dividend increase to $0.08 per share, representing a 2.1% yield, up from the previous $0.07.
• Despite the EPS downgrade, Marcus’s stock had a market capitalization of $466.37 million and opened at $14.90 on the day of the report.

Marcus Corporation (The) (NYSE:MCS - Free Report) - Research analysts at Barrington Research decreased their Q3 2025 EPS estimates for shares of Marcus in a research note issued on Monday, August 4th. Barrington Research analyst P. Sholl now anticipates that the company will earn $0.34 per share for the quarter, down from their previous estimate of $0.54. Barrington Research currently has a "Outperform" rating and a $25.00 target price on the stock. The consensus estimate for Marcus' current full-year earnings is $0.36 per share. Barrington Research also issued estimates for Marcus' FY2025 earnings at $0.23 EPS, Q1 2026 earnings at ($0.54) EPS and Q3 2026 earnings at $0.44 EPS.

Other research analysts also recently issued research reports about the stock. Wedbush initiated coverage on shares of Marcus in a research note on Friday, July 18th. They issued an "outperform" rating and a $24.00 price target for the company. Benchmark reaffirmed a "buy" rating and set a $25.00 price objective on shares of Marcus in a research report on Friday, April 11th. Wall Street Zen lowered Marcus from a "buy" rating to a "hold" rating in a report on Thursday, May 15th. Finally, B. Riley assumed coverage on Marcus in a report on Friday, May 16th. They set a "buy" rating and a $24.00 price target for the company. One research analyst has rated the stock with a hold rating, three have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $24.50.

Marcus Stock Down 3.5%

Shares of Marcus stock traded down $0.53 on Wednesday, reaching $14.57. 320,334 shares of the company were exchanged, compared to its average volume of 264,020. The stock's 50 day moving average price is $16.96 and its 200-day moving average price is $17.60. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.39 and a quick ratio of 0.42. Marcus has a 1-year low of $12.68 and a 1-year high of $23.16. The company has a market cap of $455.95 million, a P/E ratio of 32.37, a price-to-earnings-growth ratio of 2.82 and a beta of 1.24.

Marcus (NYSE:MCS - Get Free Report) last released its earnings results on Friday, August 1st. The company reported $0.23 earnings per share for the quarter, beating the consensus estimate of $0.19 by $0.04. Marcus had a return on equity of 4.28% and a net margin of 1.91%. The company had revenue of $206.04 million during the quarter, compared to the consensus estimate of $192.79 million.

Marcus Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Monday, August 25th will be given a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Marcus's previous quarterly dividend of $0.07. The ex-dividend date is Monday, August 25th. Marcus's payout ratio is presently 62.22%.

Institutional Investors Weigh In On Marcus

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Allianz Asset Management GmbH acquired a new position in Marcus in the first quarter valued at $745,000. Renaissance Technologies LLC increased its position in Marcus by 303.7% in the 4th quarter. Renaissance Technologies LLC now owns 257,089 shares of the company's stock valued at $5,527,000 after acquiring an additional 193,400 shares during the period. Mesirow Financial Investment Management Inc. lifted its position in Marcus by 1.7% during the 1st quarter. Mesirow Financial Investment Management Inc. now owns 208,170 shares of the company's stock worth $3,474,000 after acquiring an additional 3,437 shares during the period. GAMMA Investing LLC grew its stake in shares of Marcus by 1,529.9% in the 1st quarter. GAMMA Investing LLC now owns 69,597 shares of the company's stock valued at $1,162,000 after purchasing an additional 65,327 shares during the last quarter. Finally, Millennium Management LLC increased its holdings in shares of Marcus by 28.7% in the fourth quarter. Millennium Management LLC now owns 353,516 shares of the company's stock valued at $7,601,000 after purchasing an additional 78,932 shares during the period. Hedge funds and other institutional investors own 81.57% of the company's stock.

About Marcus

The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States. It operates a family entertainment center and multiscreen motion picture theatres under the Big Screen Bistro, Big Screen Bistro Express, BistroPlex, and Movie Tavern by Marcus brand names.