Good day,
Thank you for subscribing to the Earnings360 newsletter, your daily source for quarterly earnings news and updates.
Each morning edition contains a wrap-up of today's pre-market earnings announcements and yesterday's earnings announcements after the closing bell.
Before we send you your first edition, please take a moment to confirm your subscription below. We will not be able to send your newsletter until you confirm your subscription.
Confirm Your Subscription Here
The Earnings360 Team
Additional Reading from MarketBeat.com Buyback Accelerators: 3 Stocks Boosting Capacity & Spending SpeedWritten by Leo Miller. Published 10/28/2025. 
Key Points - Three stocks have just added more than $17 billion in new buyback capacity. They also look poised to increase their spending.
- Two now boast buyback capacity greater than 11% of their market capitalizations.
- The prospect of higher buyback capacity and increased spending speed is a solid positive signal for investors.
Adding buyback capacity is positive, but it doesn't always mean a company's buyback pace will increase. The pace matters: accelerating repurchases reduces the share count faster and provides a meaningful tailwind to metrics such as earnings per share. Below, we detail three stocks that recently increased their buyback capacity and could also raise the pace of repurchases — a potential two-sided win for investors. Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity We just released our Free Market Signals Report + Live Watchlist—covering what analysts are calling the quietest rotation of the year.
As 2025 winds down, AI innovation, rate-cut speculation, and year-end fund adjustments are reshaping the small-cap landscape.
While headlines chase mega-caps, the early momentum is building somewhere else.
At Market Crux, our team tracks those under-the-radar setups—companies showing measurable accumulation and real fundamentals before they trend. [Access the Free Report + Watchlist Now] First up is one of the world's biggest names in consumer finance, Capital One Financial (NYSE: COF). Like many financial services companies, Capital One has performed well in 2025, with the stock returning just over 27% year to date. The firm released Q3 results on Oct. 21 and announced a substantial new buyback program: an authorization worth $16 billion, roughly 11.2% of its ~$143 billion market capitalization. Capital One is already accelerating repurchases and could pick up the pace further. The announcement followed a quarter in which the company repurchased $1 billion of stock, after spending just $600 million on buybacks between Q3 2024 and Q2 2025. On the earnings call, Chief Financial Officer Andrew Young said, "At least in the very near term, it's reasonable to assume that we'll be picking up the pace of share repurchases from here." That suggests buybacks are likely to become a more important component of Capital One's capital allocation, which is supportive for shareholders. EPAM May Accelerate Repurchases With Shares Down Big Next is mid-cap IT services company EPAM Systems (NYSE: EPAM). 2025 has been difficult for EPAM, with shares down roughly 32% year to date and trading at about one-third of their 2022 high. On Oct. 21 the company announced a new $1 billion share repurchase program, which equals around 11.3% of EPAM's roughly $8.9 billion market capitalization. The authorization carries a 24-month term, which could encourage quicker deployment. In Q2 the firm repurchased about $195 million of stock, its second-highest quarterly total on record. To fully use the new $1 billion capacity over the next eight quarters, EPAM would need to raise average quarterly repurchases by roughly 28% from the Q2 level — a boost that would be a constructive tailwind for the shares. Still, the company is not required to deploy the full authorization. Barclays Boosts Guidance and Announces Unlikely Buyback Last is another major financial name, Barclays (NYSE: BCS). Barclays' shares have soared in 2025, delivering a return of nearly 60%. Alongside Q3 results, the bank announced a surprise buyback authorization as its earnings beat expectations. The firm raised its return on tangible equity (ROTE) guidance for 2025 to above 11% (from 11%). The authorization amounts to about $670 million, roughly 0.9% of its ~$71.9 billion market cap. This relatively small authorization is part of a much larger three-year capital return plan. From 2024 to 2026, Barclays intends to return $13 billion in capital to shareholders (or "at least 10 billion GBP," according to the company). That program will use both dividends and buybacks, with total distributions in 2025 expected to exceed those in 2024. Because results came in better than expected, Barclays authorized $670 million of this $13 billion early — a sign that its business momentum may allow it to deliver returns to shareholders faster than previously anticipated. Does EPAM's Steep Drop and Buyback Boost Indicate Opportunity? Capital One, EPAM, and Barclays all appear positioned to increase the pace of their buyback spending. Among them, EPAM stands out as a name for further consideration. The stock's steep decline suggests there may be compelling value, particularly if management follows through and accelerates repurchases.
| 
