Marcus Corp (MCS)

• Market cap: $514M
• 1 day: -1.30%
• 5 days: -1.90%
• 1 month: -8.31%
• 3 months: -20.84%
• 6 months: -2.44%
• Year to date: -24.50%
• 1 year: 19.95%
• 5 years: 15.79%
• 10 years: -22.90%
• Sector: Communication Services
• Industry: Entertainment

About: Marcus Corp is engaged in two business segments, which are movie theatres and Hotels and Resorts. The movie theatres segment operates multiscreen motion picture theatres in Wisconsin, Illinois, Iowa, Minnesota, Missouri, Nebraska, North Dakota, Ohio and others, a family entertainment center in Wisconsin and a retail center in Missouri; Hotels and Resorts segment owns and operates full-service hotels and resorts in Wisconsin, Illinois, and Nebraska and manages full-service hotels, resorts and other properties in Wisconsin, Minnesota, Texas, Nevada, California, and North Carolina. It generates maximum revenue from the Theatres segment.

Employees: 8,550

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

38% more capital invested

Capital invested by funds: $299M [Q3] → $412M (+$114M) [Q4]

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

18% more funds holding

Funds holding: 128 [Q3] → 151 (+23) [Q4]

0.4% less ownership

Funds ownership: 78.69% [Q3] → 78.28% (-0.4%) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 56% upside
• Avg. target: $25 56% upside
• High target: $25 56% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research James Goss 22% 1-year accuracy 21 / 97 met price target	56% upside $25	Outperform Maintained	15 Apr 2025
Benchmark Mike Hickey 44% 1-year accuracy 40 / 91 met price target	56% upside $25	Buy Reiterated	11 Apr 2025