MARCUS CORP director and ten-percent owner Diane M. Gershowitz reported that DG-LDJ Holdings, LLC sold 50,000 Common Stock shares on September 23, 2026, at a weighted-average price of $27.61 per share; reported prices ranged from $27.50 to $27.87. After the sale, the LLC reported 125,617 Common Stock shares. Other reported holdings include 37,429 Common Stock shares held directly, 1,881,677 Class B shares held by the LLC, 131,506 Class B shares held as trustee for her brother’s children, and 50,845 Class B shares held by the Ben and Celia Marcus 1992 Revocable Trust F/B/O Diane M. Gershowitz. Directly held options to buy Common Stock have exercise prices from $14.25 to $38.51. No Rule 10b5-1 plan is reported.
MARCUS CORP is the issuer named in a Form 144 notice by Diane M. Gershowitz, identified as Trustee, for a proposed sale of 50,000 common shares on account of DG-LDJ Holdings LLC. The notice lists an aggregate market value of $1,389,000 and September 23, 2026, as the approximate sale date.
The sale table names Mesirow Financial Inc. and NYSE, and lists 23,958,686 common shares outstanding. The 50,000 shares are listed as acquired on December 2, 1985, through a merger/acquisition described as “Marcus Corp (Stock for Stock).”
MARCUS CORP (MCS) reported that Sr Exec VP, Gen Counsel & Secy Thomas F. Kissinger executed a series of option exercises and related share withholdings on August 3, 2026. He exercised stock options for 24,400 shares at $27.00, 39,000 shares at $28.88, and 47,100 shares at $21.84 per share, receiving the same number of common shares in each case through net exercises. To pay the exercise price and tax withholding, the company withheld 22,499, 37,167, and 38,708 shares, respectively, using the $30.69 August 3, 2026 closing price. After these transactions, he continued to hold stock options on 17,000, 23,400, and 14,150 underlying shares, and indirectly held 547 common shares through a plan.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research report beneficial ownership of common stock of The Marcus Corporation. As of 06/30/2026, they collectively report beneficial ownership of 1,197,597 shares of common stock, representing 5.0% of the class. The reporting persons have sole voting power and sole dispositive power over 1,197,597 shares and no shared voting or dispositive power. Various advisory clients of American Century Investment Management, Inc. are entitled to receive dividends and sale proceeds for these shares, but no single client holds more than 5% of the class. American Century Investment Management, Inc. is a wholly owned subsidiary of American Century Companies, Inc., which is controlled by the Stowers Institute for Medical Research.
Orbis Investment Management Limited and Allan Gray Australia Pty Ltd report beneficial ownership of 2,189,129 shares of Marcus Corp common stock, representing 9.2% of the class. Orbis holds 2,164,636 shares and Allan Gray Australia holds 24,493 shares, each with sole voting and dispositive power over its respective holdings.
The two firms file together as non‑U.S. institutions equivalent to investment advisers but state that no reporting person is a member of a group for Section 13(d)(3) purposes and each disclaims beneficial ownership of shares held by the other.
Marcus Corp President and CEO Gregory S. Marcus reported receiving 1,249 shares of Class B Common Stock on August 7, 2026 via a transaction coded as a bona fide gift, held indirectly through his spouse, bringing that indirect position to 47,013 shares.
He also reported substantial existing positions, including 764,137 Class B shares held directly, 515,119 Common shares held directly, and multiple stock option grants over several years covering hundreds of thousands of underlying Common shares at exercise prices between $12.71 and $41.90.
Marcus Corp director David John Marcus reported an indirect acquisition via a bona fide gift of derivative securities representing 1,249 shares of Class B Common Stock, convertible into common stock on a 1-for-1 basis at no cost. After this transaction, his spouse holds Class B securities corresponding to 45,134 underlying common shares indirectly. He also reports indirect Class B positions corresponding to 253,650 underlying shares held by specified LLCs and 307,543 underlying shares as trustee of a trust, plus 106,476 shares of common stock held directly.
Marcus Corp director and senior executive Thomas F. Kissinger exercised stock options covering 110,500 shares of common stock on 2026-08-03 at strike prices of 27.0000, 28.8800 and 21.8400 per share. To pay the exercise price or related tax obligations, 89,451 shares of common stock were delivered or withheld. He continues to hold stock options for 17,000, 23,400 and 14,150 underlying shares at exercise prices of 31.2000, 41.9000 and 15.9900, respectively, plus 547 shares held indirectly through a dividend reinvestment and associate stock purchase plan.
The Marcus Corporation reported higher results for the quarter ended June 30, 2026. Total revenues were $231.7 million, up 12.5% from $206.0 million, and operating income increased to $27.1 million from $13.0 million. Net earnings rose to $15.8 million, or diluted EPS of $0.51, compared with $0.23.
For the first half of 2026, revenues grew 8.8% to $386.1 million. Operating results improved from a loss of $7.4 million to income of $7.8 million, and net earnings turned positive at $0.5 million, or diluted EPS of $0.02, versus a loss of $9.5 million in 2025.
Theatres benefited from higher attendance and pricing, while hotels and resorts saw increased occupancy, ADR and RevPAR. First-half cash from operating activities was $38.7 million. As of June 30, 2026, cash and cash equivalents were $26.3 million, long-term debt was $149.1 million, and net leverage was 1.14x.
The Marcus Corporation reported significantly improved results for the second quarter fiscal 2026 ended June 30, 2026. Total revenues were $231.7 million, up 12.5% from $206.0 million a year earlier, while operating income rose to $27.1 million from $13.0 million.
Net earnings were $15.8 million, or $0.51 per diluted share, more than double the prior-year $7.3 million, or $0.23. Adjusted EBITDA increased 43.0% to $46.2 million. For the first half of fiscal 2026, revenue grew to $386.1 million and results improved from a net loss of $9.5 million to net earnings of $0.5 million, despite five fewer operating days.
Marcus Theatres delivered 14.4% higher revenue with double-digit gains in attendance, ticket prices and concessions, while Marcus Hotels & Resorts achieved record second-quarter revenue and Adjusted EBITDA, with RevPAR up 13.9% and clear outperformance versus industry and competitive benchmarks.