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Buyback Accelerators: 3 Stocks Boosting Capacity & Spending Speed
Written 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 a positive step, but it doesn't necessarily mean a company will increase the pace of actual repurchases. Accelerating repurchases matters because it reduces share count faster and provides a meaningful tailwind to key metrics such as earnings per share.
Below, we detail three stocks that recently expanded their buyback capacity and could also see an accelerated repurchase pace — a two-sided win for investors.
Capital One Greatly Boosts Buybacks in Q3, Adds $16 Billion in Capacity
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First up is one of the world's biggest names in consumer finance, Capital One Financial (NYSE: COF). Like many financial services stocks, Capital One has performed well in 2025, delivering a return of just over 27%. The company released Q3 results on Oct. 21 and announced a sizable new buyback program: an authorization worth $16 billion, roughly 11.2% of its ~ $143 billion market capitalization.
Capital One has already been accelerating repurchases, and that pace looks likely to increase. The announcement follows $1 billion of buybacks in Q3, compared with $600 million in total 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 will play a larger role in Capital One's capital-return strategy going forward — a positive for shareholders.
EPAM May Accelerate Repurchases With Shares Down Big
Next is mid-cap IT services firm EPAM Systems (NYSE: EPAM). EPAM has been hit hard in 2025, with shares down about 32% and trading near one-third of their 2022 high. On Oct. 21 the company unveiled a new $1 billion share repurchase program, equal to roughly 11.3% of its ~$8.9 billion market cap. The authorization carries a 24-month term, so the company could deploy the capacity relatively quickly.
In Q2, EPAM spent about $195 million on buybacks — its second-highest quarterly level ever. To fully use the $1 billion authorization over the next eight quarters, average quarterly repurchases would need to rise roughly 28% from that $195 million level. That kind of increase would be a clear tailwind for the shares, though the company is not obligated to repurchase the full amount.
Barclays Boosts Guidance and Announces Unlikely Buyback
Finally, global bank Barclays (NYSE: BCS) has enjoyed a strong 2025, with shares up nearly 60%. Alongside its Q3 results, Barclays surprised the market with a buyback authorization as it reported better-than-expected earnings. The firm raised its return on tangible equity (ROTE) guidance for 2025 to "greater than 11%" (up from 11%), and authorized about $670 million of buybacks — roughly 0.9% of its $71.9 billion market cap. That authorization sits within a much larger, multi-year capital-return plan.
From 2024 through 2026, Barclays intends to return $13 billion in capital to shareholders (the company describes this as "at least 10 billion GBP"). That program will be delivered via dividends and buybacks, with total distributions in 2025 expected to exceed 2024 levels. Because results have been stronger than anticipated, Barclays has chosen to deploy $670 million of that target early, reflecting momentum in the business and the potential for continued capital returns 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 the three, EPAM stands out for further study. The sharp decline in the stock suggests there may be embedded value, especially if the company follows through by ramping up repurchases. As always, investors should weigh buyback authorizations alongside fundamentals and strategic risks, since an authorization is not an obligation to repurchase shares.
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