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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 new buyback capacity is positive, but it doesn't always mean a company will accelerate the pace of its repurchases. That acceleration matters because it lowers share count faster and provides a bigger tailwind to metrics like earnings per share. Below, we detail three stocks that recently expanded buyback capacity and could also raise the speed of their repurchases — a two-sided win for investors. Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity Something unusual is happening — a specific trade setup that's gone live 22 times has hit its 25% target every single time. No, nothing's guaranteed to last forever, but as long as this edge holds, it could be one of the most consistent opportunities in the market right now. The strategy works on major tickers like GOOG, META, HOOD, and ORCL — and I've laid out exactly how it's done step by step in a brand-new breakdown. Click here to see the full breakdown and learn how the 25% trade works First 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 delivering a return of just over 27% year to date. The firm released its Q3 financial results on Oct. 21 and announced a substantial new buyback program. The authorization is worth $16 billion, roughly 11.2% of its approximately $143 billion market capitalization. The company is accelerating buyback activity and looks capable of doing more. The announcement follows Capital One repurchasing $1 billion of stock in Q3 after spending just $600 million on repurchases between Q3 2024 and 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 comment suggests buybacks may play a much larger role in Capital One's capital-return strategy, which is constructive for the stock. EPAM May Accelerate Repurchases With Shares Down Big Next is mid-cap IT services company EPAM Systems (NYSE: EPAM). EPAM has been hit hard in 2025, with shares down roughly 32% and trading at nearly one-third of their 2022 peak. On Oct. 21, the company announced a $1 billion share repurchase program, which equals 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 2025, EPAM spent about $195 million on buybacks — its second-highest quarterly repurchase level ever. To fully use the new authorization over the next eight quarters, the company would need to raise average quarterly buyback activity by roughly 28% from that Q2 level. That potential uptick would be a meaningful tailwind for the shares. Still, the company is under no obligation to repurchase the full authorized amount. Barclays Boosts Guidance and Announces Unlikely Buyback Finally, large financial firm Barclays (NYSE: BCS) has also moved on buybacks. Barclays' shares have rallied in 2025, returning just under 60% year to date. Alongside Q3 2025 results, the bank announced a surprise buyback authorization as it reported stronger-than-expected earnings. The firm raised its return on tangible equity (ROTE) guidance for 2025 to greater than 11%, up from 11%. The early authorization equals about $670 million, roughly 0.9% of its $71.9 billion market cap, and sits within a much larger three-year capital return program. From 2024 to 2026, Barclays plans to return $13 billion in capital to shareholders (or "at least 10 billion GBP," according to the company) via dividends and buybacks, with total distributions in 2025 set to exceed 2024's. Because results came in better than expected, Barclays authorized $670 million of this return program earlier than planned. The business appears to be gaining momentum, which could allow Barclays to deliver on its capital return targets faster than anticipated and support further share gains into 2026. Does EPAM's Steep Drop and Buyback Boost Indicate Opportunity? Capital One, EPAM, and Barclays all look well positioned to potentially increase the pace of their buyback spending. Among them, EPAM stands out as a stock worth closer scrutiny. Its large decline suggests there may be compelling value, particularly if the company steps up repurchases to take advantage of the lower share price.
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