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Today's Featured Story 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 valuable, but it doesn't always mean a company will accelerate the pace of its repurchases. The latter action is particularly important because it lowers share count more quickly and provides a tailwind to metrics like earnings per share. Below, we detail three stocks that recently expanded their buyback capacity and could also increase the pace of repurchases — a two-sided win for investors. Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough. Click here now to see the full report 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, delivering a return of just over 27% year to date. The firm released its Q3 results on Oct. 21 and announced a hefty new buyback program: a $16 billion authorization, equal to about 11.2% of its roughly $143 billion market capitalization. The company is noticeably accelerating its buyback activity and could step it up further. The announcement follows Capital One repurchasing $1 billion of stock in Q3 2025 after spending just $600 million on repurchases from Q3 2024 through Q2 2025. On the earnings call, Capital One's 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." Clearly, buybacks look poised to become a more important part of Capital One's capital allocation, which is 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 been harsh for EPAM, with shares down about 32% and trading at roughly one-third of their 2022 high. On Oct. 21 the company announced a new $1 billion share repurchase program, which represents around 11.3% of EPAM's approximately $8.9 billion market capitalization. The authorization carries a 24-month term, which could prompt relatively quick use of the capacity. In Q2 2025, the firm repurchased roughly $195 million of stock — its second-highest quarterly buyback total ever. To fully deploy the new capacity over the next eight quarters, EPAM would need to increase its average quarterly spending by about 28% from that Q2 level. That boost in repurchase activity would be a constructive tailwind for the shares. Still, investors should remember the company is not obligated to use the full authorization. Barclays Boosts Guidance and Announces Unlikely Buyback Last is another big name in finance, Barclays (NYSE: BCS). Barclays' shares have soared in 2025, returning just under 60% year to date. With its Q3 2025 results, the bank surprised investors by authorizing a buyback as it reported stronger-than-expected earnings. The firm increased its return on tangible equity (ROTE) guidance for 2025 to greater than 11% (up from 11%), and authorized roughly $670 million of buybacks — about 0.9% of its $71.9 billion market cap. That amount sits within Barclays' broader three-year capital return plan. From 2024 through 2026, Barclays plans to return $13 billion in capital to shareholders (or "at least 10 billion GBP," per the company). That will come via dividends and buybacks, with 2025 distributions set to exceed 2024 levels. Because results came in better than expected, Barclays pulled forward $670 million of this planned return. Overall, the business momentum appears to be helping the bank deliver on its capital-return commitments sooner than anticipated, suggesting further upside for the stock into 2026. Does EPAM's Steep Drop and Buyback Boost Indicate Opportunity? Capital One, EPAM, and Barclays all look positioned to potentially increase the pace of their buyback spending. Among them, EPAM stands out as a name worth further examination. Its dramatic decline suggests the stock may be undervalued, and a ramp in repurchases could provide meaningful support for shares.
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