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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 new buyback capacity is positive, but it doesn't always mean a company will increase the pace of its buyback spending. That latter action is particularly important because it accelerates the reduction in share count and provides a tailwind to per-share metrics like earnings per share. Below, we detail three stocks that recently expanded their buyback capacity and could also see their buyback pace pick up — a two-sided win for investors. Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity Learn the same strategies 20 of the crypto's biggest experts are using...
No filtered content. No client-only restrictions. The exact altcoins they're accumulating and why. Join the Crypto Hedge Fund Summit now 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 returning just over 27% year to date. The firm released its Q3 results on Oct. 21 and announced a hefty new buyback program. Its new authorization is worth $16 billion, equal to about 11.2% of its roughly $143 billion market capitalization. Capital One is notably accelerating its buyback spending and could move even faster. The latest authorization follows $1 billion in repurchases during Q3; the firm spent just $600 million on 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 important part of Capital One's capital-allocation plans — 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, with shares down roughly 32% and now trading at about one-third of their 2022 high. A new $1 billion share repurchase program, announced on Oct. 21, signals the company sees value at current levels. The buyback equals around 11.3% of EPAM's approximately $8.9 billion market capitalization and carries a 24-month term, so the company could deploy this capacity relatively quickly. In Q2, EPAM spent about $195 million on buybacks, its second-highest quarterly level ever. To fully utilize the new authorization over the next eight quarters, it would need to raise average quarterly buyback spending by roughly 28% from that Q2 level. That increase would be a tangible tailwind for the stock. Still, the company is not obligated to use the authorization in full — or at all. Barclays Boosts Guidance and Announces Unlikely Buyback Finally, large financial firm Barclays (NYSE: BCS) has enjoyed a strong 2025, with shares up nearly 60%. Alongside its Q3 results, Barclays unveiled a surprise buyback authorization as the bank reported better-than-expected earnings. The firm raised its return on tangible equity (ROTE) guidance for 2025 to greater than 11%, up from 11%. The authorization equals about $670 million, or roughly 0.9% of its $71.9 billion market cap. That authorization sits within a much larger three-year capital-return program. From 2024 to 2026, Barclays intends to return $13 billion in capital to shareholders (or "at least 10 billion GBP," per the company) through dividends and buybacks, with total distributions in 2025 set to exceed 2024 levels. Because results were stronger than expected, Barclays authorized $670 million of this $13 billion plan earlier than planned. The business's momentum suggests the bank may be able to deliver on its capital-return targets faster than anticipated, supporting further upside in 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 stands out for further scrutiny. The stock's sharp decline suggests potential value, especially if the company ramps up repurchases as its new authorization allows.
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