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The Marcus Corporation filings document a Wisconsin public company with two operating divisions: Marcus Theatres and Marcus Hotels & Resorts. Form 8-K reports furnish quarterly and annual results, including theatre box-office activity, film-slate effects, hotel RevPAR, food-and-beverage operations and share repurchase authorization. Other 8-K disclosures record division leadership succession and board composition changes.
Proxy materials cover shareholder voting, director elections, board structure, executive compensation and related governance disclosures. The filing record also reflects capital-allocation matters and formal reporting around a business model that combines movie theatre operations, hospitality management and significant company-owned real estate assets.
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.
Marcus Corp senior executive and general counsel Thomas F. Kissinger reported a compensation-related equity transaction. He exercised stock options to acquire 50,000 shares of common stock at an exercise price of $17.04 per share. The company withheld 41,723 shares, valued at the $23.37 closing price on June 25, 2026, to cover the option exercise price and related tax obligations, as permitted under the company’s 2004 Equity and Incentive Awards Plan.
Following these transactions, Kissinger directly owned 211,916 shares of common stock and held an additional 547 shares indirectly through a dividend reinvestment and associate stock purchase plan. He also retained multiple unexercised stock option awards with exercise prices between $15.99 and $41.90, expiring from 2027 through 2033.
The Marcus Corporation reported results from its 2026 Annual Meeting of shareholders held on May 21, 2026. Shareholders elected twelve director nominees, each receiving substantially more votes for than withheld, confirming the current board slate.
Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 99.16% of votes cast in favor. In addition, they ratified the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 99.90% of votes cast in favor.
Marcus Corp director Brian Jay Stark received an equity grant of 1,391 shares of common stock at $17.97 per share in consideration of his service as a director. Following this award, his direct common stock holdings increased to 48,206 shares.
The filing also lists his outstanding stock options, with exercise prices ranging from $14.25 to $38.51 and expiration dates between 2026 and 2033, granted under The Marcus Corporation 2004 Equity and Incentive Awards Plan. The amendment corrects previously reported underlying securities from dollars to shares.