Stocks Consumer discretionary MCS
NYSE · Consumer discretionaryMarcus Corp (MCS)
Marcus Corp brought in $817.4M of revenue over the twelve months to September 30, 2026, up 8.5% from a year earlier. Net income was $25.2M, a net margin of 3.1%. Operating cash flow minus capital spending left $989K of free cash flow in fiscal 2025. At September 30, 2026 it held $60.2M in cash against $149.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about Marcus Corp
- Net worth
- Marcus Corp has a market value (market cap) of $832.2M at the latest share price, and shareholders' equity of $480.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $758.5M (+3.1% year on year), with net income of $12.7M. Over the 12 months to September 30, 2026: revenue $817.4M, net income $25.2M.
- Cash flow
- In fiscal 2025 operations brought in $84.2M of cash; after $83.2M of capital spending, free cash flow was $989K.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Marcus Corp's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Marcus Corp does
Marcus Corp is registered with the SEC under industry code SIC 7830 (Services-Motion Picture Theaters). Its shares trade on NYSE under the ticker MCS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $758.5M | $12.7M | n/a | $989K |
| 2024 | $735.6M | -$7.8M | n/a | $24.7M |
| 2023 | $729.6M | $14.8M | n/a | $63.9M |
| 2022 | $677.4M | -$12M | n/a | $56.4M |
| 2021 | $458.2M | -$43.3M | n/a | $29.2M |
| 2020 | $237.7M | -$124.8M | n/a | -$89.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where MCS ranks in Consumer discretionary
Dividends
It paid out $9.2M in cash dividends, 72% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $9.2M | 72% |
| 2024 | n/a | $8.8M | n/a |
| 2023 | n/a | $7.4M | 50% |
| 2022 | n/a | $3.1M | n/a |
| 2021 | n/a | $0 | n/a |
| 2020 | n/a | $5.1M | n/a |
Latest SEC filings
What Marcus Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 13% to $237.8M versus the same quarter last year; net income rose 16% to $18.8M.
- October 29, 2026
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- July 30, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 12% to $231.7M versus the same quarter last year; net income rose 116% to $15.8M.
- July 30, 2026
- May 29, 2026
- May 26, 2026Form 15-15D filing 15-15D
- May 26, 2026Form S-8 POS filing S-8 POS
- May 15, 2026Passive stake changed SCHEDULE 13G/A
What is MCS worth? A DCF from its reported cash flow
Insider trades
What the people running Marcus Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.4M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 23, 2026 | Gershowitz Diane MDirector, 10% owner | Soldindirect | 50,000 | $1.4M |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Exercised options | 24,400 | $658.8K |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Shares withheld for tax | 22,499 | $690.5K |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Exercised options | 39,000 | $1.1M |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Shares withheld for tax | 37,167 | $1.1M |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Exercised options | 47,100 | $1M |
| August 3, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Shares withheld for tax | 38,708 | $1.2M |
| June 25, 2026 | Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | Exercised options | 50,000 | $852K |
Who owns MCS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Marcus Gregory S13G, passive | 10.66% | April 8, 2026 |
| Orbis Investment Management Limited13G, passive with 1 related filers | 9.1% | August 14, 2026 |
| Gershowitz Diane M13G, passive with 2 related filers | 9.06% | April 8, 2026 |
| Diane M. Gershowitz13G, passive with 2 related filers | 7.39% | December 3, 2024 |
| Porter Andrew Eliot13G, passive | 5.08% | April 28, 2026 |
| American Century Investment Management, Inc.13G, passive with 2 related filers | 5% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 139 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 2,365,611 | +180,538 |
| Orbis Allan Gray Ltd | 2,189,129 | +226,544 |
| Dimensional Fund Advisors LP | 1,467,113 | +15,333 |
| American Century Companies Inc | 1,197,597 | +160,799 |
| KLCM Advisors, Inc. | 995,125 | -43,490 |
| Goldman Sachs Group Inc | 943,026 | +461,965 |
| Vanguard Capital Management LLC | 917,366 | -73,701 |
| Gamco Investors, Inc. ET AL | 875,505 | -37,000 |
| Geode Capital Management, LLC | 571,826 | +3,630 |
| State Street Corp | 521,511 | +4,032 |
| Jpmorgan Chase & Co | 362,270 | +326,669 |
| Saber Capital Managment, LLC | 312,599 | -192,173 |
| D. E. Shaw & Co., Inc. | 294,037 | -26,924 |
| Bridgeway Capital Management, LLC | 284,922 | -11,371 |
| Arrowstreet Capital, Limited Partnership | 277,088 | -293,991 |
| Bank of New York Mellon Corp | 276,239 | +3 |
| Barclays PLC | 269,354 | -2,842 |
| Qube Research & Technologies Ltd | 261,048 | +134,033 |
| Heartland Advisors Inc | 255,000 | 0 |
| Northern Trust Corp | 246,562 | +8,900 |
Insiders
15 insiders reported holding 1,459,784 shares in total, about $39.4M at the last price.
| Holder | Shares |
|---|---|
| Marcus Gregory SPresident and CEO, Director | 515,119 |
| Kissinger Thomas FSr Exec VP, Gen Counsel & Secy, Director | 224,042 |
| Gershowitz Diane MDirector, 10% owner | 163,046125,617 held indirectly |
| Marcus David JohnDirector | 106,476 |
| Milstein Philip LDirector | 79,149 |
| Paris Chad MChief Financial Officer | 70,638 |
| Selig Allan HDirector | 65,315 |
| Hoeksema Timothy EDirector | 50,556 |
| Stark Brian JayDirector | 48,206 |
| Evans Michael ReadePres., Marcus Hotels & Resorts | 45,801 |
Questions about MCS
What does Marcus Corp do?
Marcus Corp is a company in the Consumer discretionary sector, listed on NYSE as MCS. Its shares trade on NYSE under the ticker MCS.
What is Marcus Corp's net worth?
Marcus Corp has a market value (market cap) of $832.2M at the latest share price, and shareholders' equity of $480.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Marcus Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $25.2M on revenue of $817.4M, a net margin of 3.1%.
How much revenue does Marcus Corp make?
Over the twelve months to September 30, 2026 Marcus Corp reported revenue of $817.4M. That is 8.5% more than a year earlier.
When did Marcus Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026.
When is Marcus Corp's next earnings report?
Marcus Corp's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Marcus Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.