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Further 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 will increase the pace of repurchases. Pace matters because faster buybacks lower the share count more quickly, providing a tailwind to metrics such as earnings per share. Below, we highlight three stocks that recently expanded their buyback capacity and could also accelerate the pace of 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 financials, Capital One performed well in 2025, with the stock returning just over 27% year-to-date. On Oct. 21 the company released Q3 results and announced a new buyback authorization worth $16 billion, roughly 11.2% of its approximately $143 billion market capitalization. Capital One is already accelerating buyback spending and could increase the pace further. The announcement follows $1 billion in repurchases in Q3 after the company had spent a total of about $600 million on buybacks from Q3 2024 through 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 will play a larger role in Capital One's capital allocation going forward — a positive for shareholders. EPAM May Accelerate Repurchases With Shares Down Big Next is mid-cap IT services company EPAM Systems (NYSE: EPAM). 2025 has hit EPAM hard: shares are down about 32% and trade at roughly one-third of their 2022 peak. On Oct. 21 the company announced a $1 billion share repurchase program, which is about 11.3% of EPAM's roughly $8.9 billion market capitalization. The authorization carries a 24-month term, meaning the company could deploy the capacity relatively quickly. In Q2 the firm repurchased roughly $195 million of stock, its second-highest quarterly level ever. To fully use the new authorization over the next eight quarters, EPAM would need to increase its average quarterly repurchases by about 28% from the Q2 level — a boost that would be a meaningful tailwind for the share price. Still, the company is not obligated to repurchase the full amount. Barclays Boosts Guidance and Announces Unlikely Buyback Last is another large financial name, Barclays (NYSE: BCS). Barclays' shares have soared in 2025, returning just under 60% year-to-date. Alongside Q3 2025 results, the bank announced a surprise buyback authorization as it delivers better-than-expected earnings and raised its 2025 ROTE guidance to above 11% (from 11%). The authorization is about $670 million, roughly 0.9% of a $71.9 billion market cap, and is part of a larger multi-year capital return plan. From 2024 to 2026, Barclays intends to return $13 billion in capital to shareholders (the company also describes this as "at least 10 billion GBP"). That program includes dividends and buybacks, with total 2025 distributions expected to exceed 2024 levels. Because results came in stronger than expected, Barclays authorized $670 million of the $13 billion earlier than planned. The bank's improving momentum could allow it to execute its capital return program faster than previously anticipated, suggesting its strong 2025 performance might continue into 2026. 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 is the most intriguing for further research. The stock's steep decline, combined with a sizable repurchase authorization and the potential to ramp up buybacks, may present a compelling opportunity — though investors should weigh this against company fundamentals and execution risks.
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