MCS at a glance
MARCUS CORP (MCS, SEC CIK 62234) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MARCUS CORP (MCS) reported revenue of $758.5 million (up 3.1% from FY2024) and net income of $12.7 million.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding MARCUS CORP (MCS) shares worth $215.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by GERSHOWITZ DIANE M on September 23, 2026 of 50,000 shares at $27.61 per share.
- In the last 90 days, MCS insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.4M) on Form 4, a net sale of $1.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $758.5M
- +3.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.4M
- 13F holders
- 26 funds
- $215.2M · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $231.7M, up 12.5% YoY from $206.0M
- Operating margin 11.7% vs 6.3% YoY; net earnings $15.8M vs $7.3M
- Theatres best segment: revenue $150.6M, up 14.4%; operating margin 17.8% vs 12.0%
- Hotels and resorts revenue $81.0M, up 9.0%; operating margin 8.3% vs 5.6%
- Outlook: fiscal 2026 effective tax rate anticipated at 32%-34%; risks from film availability, labor costs, tariffs and economic conditions
Risk Factors
- No material changes from December 31, 2025 Form 10-K risk factors
- No newly added risk factor or triggering event disclosed
- Repurchase authorization: approximately 4.4 million shares remaining as of June 30, 2026
- Regulatory compliance: no director or Section 16 officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the MCS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing financial results and operating details
Item EX-99.1: Item EX-99.1
- Q2 revenue reached $231.7M, up 12.5%, while net earnings rose 116.4% to $15.8M
- Adjusted EBITDA increased 43.0% to $46.2M, signaling stronger operating leverage across both divisions
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 12 director nominees re-elected, preserving incumbent board composition
- Katherine M. Gehl received highest withholdings at 10,458,504 votes, signaling notable shareholder concern
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended March 31, 2026
- Press release furnished as Exhibit 99.1, containing financial performance details
Item EX-99.1: Item EX-99.1
- Q1 revenue $154.4M, up 3.8%, despite five fewer operating days
- Net loss narrowed to $15.4M from $16.8M; diluted loss improved to $0.51 from $0.54
AI summaries of MCS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MCS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| GERSHOWITZ DIANE M | Sell | Sep 23, 2026 | 50,000 | $27.61 |
| Marcus Gregory S | G | Aug 7, 2026 | 1,249 | - |
| Marcus David John | G | Aug 7, 2026 | 1,249 | - |
| KISSINGER THOMAS F | M | Aug 3, 2026 | 47,100 | $21.84 |
| KISSINGER THOMAS F | M | Aug 3, 2026 | 24,400 | - |
| KISSINGER THOMAS F | F | Aug 3, 2026 | 35,848 | $31.43 |
| KISSINGER THOMAS F | M | Aug 3, 2026 | 39,000 | $28.88 |
| KISSINGER THOMAS F | F | Aug 3, 2026 | 32,728 | $31.43 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $729.6M | $735.6M | $758.5M |
| Operating Income | $33.9M | $16.2M | $17.1M |
| Net Income | $14.8M | -$7.8M | $12.7M |
| Op. Margin | 4.7% | 2.2% | 2.2% |
| Net Margin | 2.0% | -1.1% | 1.7% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.0B | $1.0B |
| Equity | $471.2M | $464.9M | $457.4M |
| ROE | 3.1% | -1.7% | 2.8% |
| Cash Flow | |||
| Operating CF | $102.6M | $103.9M | $84.2M |
| CapEx | - | $79.2M | $83.2M |
Source: XBRL data in MARCUS CORP (MCS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MCS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $215.2M |
| Q1 2026 | 26 | $141.5M |
| Q4 2025 | 23 | $128.5M |
| Q3 2025 | 24 | $135.1M |
| Q2 2025 | 26 | $145.5M |
| Q1 2025 | 22 | $106.4M |
| Q4 2024 | 17 | $117.2M |
| Q3 2024 | 15 | $60.0M |
- Goldman Sachs Group+462.0K (+96%)
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- BlackRock+180.5K (+8%)
- Two Sigma Investments+58.9K (+87%)
- Franklin Resources+49.0K (+339%)
- Renaissance Technologies LLC−156.2K (-50%)
- Vanguard Capital Management LLC−73.7K (-7%)
- D.E. Shaw & Co−26.9K (-8%)
- Invesco Ltd−15.4K (-26%)
- Raymond James Financial−15.3K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 179 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MCS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - | |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 15, 2026 | - | - | - |
| SC 13G | Apr 8, 2026 | - | - | |
| 4 | Apr 8, 2026 | - | - | - |
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MCS SEC filings: frequently asked questions
Are MCS insiders buying or selling?
In the last 90 days, MARCUS CORP (MCS) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.4 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MCS stock?
As of June 30, 2026, the largest MARCUS CORP (MCS) holders among the 13F filers tracked by SignalX were BlackRock ($55.5 million), Dimensional Fund Advisors ($34.4 million), Goldman Sachs Group ($22.1 million), Vanguard Capital Management LLC ($21.5 million), State Street Corp ($12.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MCS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MARCUS CORP (MCS) reported revenue of $758.5 million (up 3.1% from FY2024) and net income of $12.7 million. The figures come from the XBRL data in the 10-K.
What did MCS report in its latest 8-K?
MARCUS CORP (MCS) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest MCS SEC filings?
MARCUS CORP (MCS) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on September 24, 2026.
What is MCS's SEC CIK number?
MARCUS CORP (MCS)'s SEC Central Index Key (CIK) is 62234. EDGAR lists every MCS filing under that number.
Ask anything about MCS
The research agent reads MCS's filings, financials, insider trades and 13F holders, then answers with sources.