Marcus (NYSE:MCS) Given "Outperform" Rating at Barrington Research

Key Points

• Barrington Research has reaffirmed an "outperform" rating for Marcus (NYSE:MCS), setting a target price of $25.00, indicating a potential upside of 73.31% from its current price of $14.43.
• Multiple analysts have varying ratings on Marcus, with Benchmark also issuing a "buy" rating at a $25.00 target, while Wall Street Zen downgraded the stock from "buy" to "hold." The stock currently has an average rating of "Buy" and a target of $24.50.
• Hedge funds have shown increased interest in Marcus, with significant stakes being added; for instance, Lazard Asset Management grew its position by 2,908.9% in the last quarter.

Barrington Research reiterated their outperform rating on shares of Marcus (NYSE:MCS - Free Report) in a research note published on Monday,Benzinga reports. They currently have a $25.00 price target on the stock. Barrington Research also issued estimates for Marcus' Q3 2025 earnings at $0.34 EPS, Q4 2025 earnings at $0.19 EPS, FY2025 earnings at $0.23 EPS, Q1 2026 earnings at ($0.54) EPS, Q2 2026 earnings at $0.30 EPS, Q3 2026 earnings at $0.44 EPS, Q4 2026 earnings at $0.20 EPS and FY2026 earnings at $0.40 EPS.

MCS has been the subject of several other research reports. B. Riley initiated coverage on Marcus in a research report on Friday, May 16th. They issued a "buy" rating and a $24.00 price objective for the company. Benchmark reiterated a "buy" rating and set a $25.00 price target on shares of Marcus in a research report on Friday, April 11th. Wedbush initiated coverage on Marcus in a research note on Friday, July 18th. They issued an "outperform" rating and a $24.00 price objective for the company. Finally, Wall Street Zen cut Marcus from a "buy" rating to a "hold" rating in a research report on Thursday, May 15th. One analyst has rated the stock with a hold rating, three have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the company currently has an average rating of "Buy" and an average price target of $24.50.

Marcus Stock Performance

Shares of NYSE:MCS traded down $0.37 during trading on Monday, reaching $14.73. The company had a trading volume of 28,405 shares, compared to its average volume of 202,582. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.39 and a quick ratio of 0.42. The stock's fifty day moving average price is $17.04 and its 200 day moving average price is $17.64. Marcus has a fifty-two week low of $12.68 and a fifty-two week high of $23.16. The firm has a market capitalization of $461.02 million, a price-to-earnings ratio of 32.73, a price-to-earnings-growth ratio of 2.75 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 EPS for the quarter, topping the consensus estimate of $0.19 by $0.04. Marcus had a net margin of 1.91% and a return on equity of 4.28%. The company had revenue of $206.04 million during the quarter, compared to analysts' expectations of $192.79 million. As a group, equities research analysts predict that Marcus will post 0.36 EPS for the current year.

Marcus Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Monday, August 25th will be paid a dividend of $0.08 per share. The ex-dividend date of this dividend is Monday, August 25th. This is an increase from Marcus's previous quarterly dividend of $0.07. This represents a $0.32 dividend on an annualized basis and a dividend yield of 2.2%. Marcus's dividend payout ratio is 71.11%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Renaissance Technologies LLC boosted its position in Marcus by 303.7% during the fourth quarter. Renaissance Technologies LLC now owns 257,089 shares of the company's stock worth $5,527,000 after acquiring an additional 193,400 shares during the last quarter. Acadian Asset Management LLC grew its holdings in Marcus by 94.5% in the second quarter. Acadian Asset Management LLC now owns 223,886 shares of the company's stock valued at $3,772,000 after purchasing an additional 108,771 shares during the period. American Century Companies Inc. increased its position in Marcus by 14.7% during the first quarter. American Century Companies Inc. now owns 844,953 shares of the company's stock worth $14,102,000 after purchasing an additional 108,334 shares during the last quarter. Cubist Systematic Strategies LLC purchased a new position in Marcus during the first quarter worth approximately $1,759,000. Finally, Nuveen LLC purchased a new stake in shares of Marcus during the 1st quarter valued at $1,636,000. Institutional investors and hedge funds own 81.57% of the company's stock.

Marcus Company Profile

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.