Barrington Research Forecasts Stronger Earnings for Marcus

Key Points

• Barrington Research has raised its Q4 2025 earnings per share (EPS) estimate for Marcus Corporation from $0.16 to $0.19, maintaining an "Outperform" rating with a price objective of $25.00.
• Marcus Corporation reported a Q2 EPS of $0.23, exceeding consensus expectations of $0.19, with revenue of $206.04 million against expectations of $192.79 million.
• Institutional investors own 81.57% of Marcus's stock, signaling strong interest in the company from large financial entities.

Marcus Corporation (The) (NYSE:MCS - Free Report) - Analysts at Barrington Research upped their Q4 2025 earnings per share estimates for shares of Marcus in a research report issued on Monday, August 4th. Barrington Research analyst P. Sholl now expects that the company will earn $0.19 per share for the quarter, up from their previous forecast of $0.16. Barrington Research has a "Outperform" rating and a $25.00 price objective on the stock. The consensus estimate for Marcus' current full-year earnings is $0.36 per share. Barrington Research also issued estimates for Marcus' Q2 2026 earnings at $0.30 EPS, Q4 2026 earnings at $0.20 EPS and FY2026 earnings at $0.40 EPS.

MCS has been the topic of several other research reports. Benchmark restated a "buy" rating and set a $25.00 price target on shares of Marcus in a report on Friday, April 11th. Wedbush assumed coverage on Marcus in a report on Friday, July 18th. They issued an "outperform" rating and a $24.00 price objective on the stock. B. Riley assumed coverage on Marcus in a report on Friday, May 16th. They issued a "buy" rating and a $24.00 price objective on the stock. Finally, Wall Street Zen downgraded Marcus from a "buy" rating to a "hold" rating in a report on Thursday, May 15th. One investment 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's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $24.50.

Marcus Stock Down 3.5%

NYSE MCS traded down $0.53 during trading hours on Tuesday, hitting $14.57. 320,334 shares of the company were exchanged, compared to its average volume of 264,020. The company has a 50 day moving average of $16.96 and a two-hundred day moving average of $17.60. The company has a quick ratio of 0.42, a current ratio of 0.39 and a debt-to-equity ratio of 0.40. Marcus has a 52-week low of $12.68 and a 52-week high of $23.16. The firm has a market cap of $455.95 million, a price-to-earnings ratio of 32.37, a PEG ratio of 2.82 and a beta of 1.24.

Marcus (NYSE:MCS - Get Free Report) last issued its quarterly earnings results on Friday, August 1st. The company reported $0.23 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $192.79 million.

Marcus Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Monday, August 25th will be issued a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Monday, August 25th. This is an increase from Marcus's previous quarterly dividend of $0.07. Marcus's dividend payout ratio (DPR) is currently 62.22%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Renaissance Technologies LLC grew its stake in Marcus by 303.7% during the 4th quarter. Renaissance Technologies LLC now owns 257,089 shares of the company's stock worth $5,527,000 after buying an additional 193,400 shares during the last quarter. Acadian Asset Management LLC grew its stake in Marcus by 94.5% during the 2nd quarter. Acadian Asset Management LLC now owns 223,886 shares of the company's stock worth $3,772,000 after buying an additional 108,771 shares during the last quarter. American Century Companies Inc. grew its stake in Marcus by 14.7% during the 1st quarter. American Century Companies Inc. now owns 844,953 shares of the company's stock worth $14,102,000 after buying an additional 108,334 shares during the last quarter. Cubist Systematic Strategies LLC purchased a new position in Marcus during the 1st quarter worth approximately $1,759,000. Finally, Nuveen LLC acquired a new stake in Marcus during the 1st quarter worth approximately $1,636,000. Hedge funds and other institutional investors 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.