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Additional Reading from MarketBeat 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. Pace matters because faster repurchases reduce share count more quickly, creating a tailwind for metrics such as earnings per share. Below, we detail three stocks that recently boosted their buyback capacity and could also increase the speed of their repurchases — a two-sided win for investors. Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity Wall Street legend issues chilling new warning: "I've never seen anything as dangerous as this"
The man who predicted the 2008 crash and 2020 says today's soaring markets are NOT a bubble - they're something far stranger and more dangerous. He says it's about to change everything you know about money. Full story here. 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 up just over 27% year to date. The firm released its Q3 results on Oct. 21 and announced a substantial new buyback authorization worth $16 billion — roughly 11.2% of its ~ $143 billion market capitalization. Capital One has noticeably accelerated buyback spending and could pick up the pace further. The new authorization follows $1 billion of repurchases in Q3, compared with just $600 million of repurchases from Q3 2024 through Q2 2025. On the earnings call, CFO 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 may become a more prominent part of Capital One's capital-allocation plan — a positive for shareholders. EPAM May Accelerate Repurchases With Shares Down Big Next is mid-cap IT services firm EPAM Systems (NYSE: EPAM). 2025 has been a tough year for EPAM, with shares down about 32% and trading at nearly one-third of their 2022 peak. On Oct. 21 the company announced a new $1 billion share repurchase program, equal to roughly 11.3% of its ~$8.9 billion market capitalization. The authorization runs for 24 months, so EPAM could deploy the capacity relatively quickly. In Q2 the firm repurchased around $195 million of stock, its second-highest quarterly level on record. To fully use the new capacity over the next eight quarters, EPAM would need to increase average quarterly repurchases by roughly 28% versus that Q2 level — a boost that would be a meaningful tailwind for the shares. Still, the company is not obligated to repurchase the full authorization. Barclays Boosts Guidance and Announces Unlikely Buyback Finally, large bank Barclays (NYSE: BCS) has also added buyback capacity. Barclays' shares have surged in 2025, up just under 60%. Alongside Q3 2025 results, the company announced a surprise buyback authorization as it delivered stronger-than-expected earnings and raised its return on tangible equity (ROTE) guidance for 2025 to above 11% (from 11%). The authorization is about $670 million, roughly 0.9% of a ~$71.9 billion market cap, and sits inside Barclays' broader three-year capital-return program. From 2024 through 2026, Barclays plans to return $13 billion in capital to shareholders (or "at least 10 billion GBP," per the company) via dividends and buybacks, with total distributions in 2025 set to be higher than in 2024. Because results have been stronger than expected, Barclays authorized $670 million of this program earlier than planned. Barclays' improving momentum could allow it to execute its capital-return plan faster than anticipated, suggesting the firm's strong 2025 performance may continue into 2026. Does EPAM's Steep Drop and Buyback Boost Indicate Opportunity? Capital One, EPAM, and Barclays all look like candidates to increase the pace of their buyback spending. Among them, EPAM is particularly notable. The stock's dramatic decline raises the possibility of compelling value, especially given the new repurchase authorization and the potential for materially higher buyback activity.
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