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Consumer-Driven Stocks Boost Buybacks, Including Visa's $20B PlanSubmitted by Leo Miller. Originally Published: 5/18/2026. 
Key Points
- Consumer-driven stocks have boosted their buyback capacity significantly, from 5% to 12% of their market capitalizations.
- This includes payments giant Visa, which added huge buyback capacity alongside a great earnings report.
- Another name plans to continue large buybacks after lowering its share count by more than 30% in less than five years.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Several consumer-driven stocks have recently announced significant share buybacks. These companies are looking to add support to their share prices. By reducing their share counts, each remaining share represents a greater claim on value for owners, all else equal. Let’s take a look at the key buyback news surrounding these consumer names. Visa’s Buyback Capacity Exceeds $30 Billion After Record QuarterFirst up is the biggest name in payments: Visa (NYSE: V). While it operates in the financial sector, consumer spending is arguably the biggest driver of Visa’s business, as transactions flow through its payment network and generate fees.
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Visa hasn’t had a strong start to 2026, with shares down more than 5%. However, sentiment began to improve after the company’s latest earnings report. Visa beat estimates on both the top and bottom lines, and net sales growth was especially strong at 17.1% year over year (YOY). That marked the company’s fastest net sales growth since 2022. Shares rose 8.3% after the report, one of the stock’s largest moves higher in recent memory. To cap off its strong results, Visa added a massive $20 billion to its buyback authorization, bringing total buyback capacity to $33 billion. That amount is equal to roughly 5.5% of the company’s approximately $600 billion market capitalization. Notably, this follows Visa’s highest quarterly buyback spending ever, which totaled $7.9 billion. In calendar Q1 2026, Visa shares fell more than 13%, their largest quarterly decline since Q1 2020, when markets were hit by COVID-related shocks. That suggests Visa saw an opportunity in its stock price and responded by stepping up buybacks to record levels. Positive and Negative Indicators Surround PoolNext up is Pool (NASDAQ: POOL). As its name suggests, the company’s business revolves around swimming pools. It supplies pool chemicals and other products, as well as equipment used in pool construction and remodeling. Pool has had a rough stretch over the past few years. Since the start of 2025, shares are down more than 45%, and the stock has declined more than 20% in 2026. The pool industry has been in a significant slump. Sales dropped by more than 10% YOY in 2023, but improved to -0.4% YOY in 2025. So while trends are improving, they are not improving as quickly as the market would like. Shares fell 14% after Pool’s February earnings report. Its 2026 guidance called for 3% adjusted earnings per share growth, which would mark the company’s first EPS increase in several years. Even so, the figure still fell well short of expectations. Notably, Pool has made a significant buyback announcement, increasing its repurchase capacity to $600 million. That represents a hefty 9.3% of the company’s approximately $6.4 billion market capitalization. Additional evidence of confidence comes from the $6.28 million worth of insider buying Pool has seen in 2026. The company has also appointed a new CEO in John B. Watwood as it looks to turn things around. On the other hand, Berkshire Hathaway (NYSE: BRK.A) recently sold its position in Pool. Boyd: Online Gambling Growth and Big-Time Shareholder ReturnsBoyd Gaming has delivered a mixed performance recently, rising around 10% since the start of 2025. In 2026, the stock is down more than 5%. Boyd operates numerous casinos across the United States, with locations in Las Vegas, the Midwest and the South, along with an online casino business. Total sales have been rising steadily in the low- to mid-single-digit range for the past several years. The company’s online revenue growth has been especially strong, exceeding 40% YOY in 2024 and reaching nearly 17% YOY in 2025. However, online sales fell more than 4% YOY in the latest quarter. Notably, Boyd uses buybacks extensively. The company says that over the past four and a half years, it has reduced its share count by 33%. Boyd recently added $500 million in buyback capacity, bringing its total capacity to $700 million. That represents a very large 11.9% of the company’s approximately $5.9 billion market capitalization. Boyd also outlined its repurchase pace, saying it plans to continue spending $150 million on buybacks per quarter. Combined with its indicated dividend yield near 1%, this creates a sizable capital return program. Boyd estimates that these actions will amount to around $9 in per-share value for shareholders in 2026. That is significant, considering Boyd’s share price is around $80. Visa Buys Itself, Berkshire Exits in Q1Visa’s buyback spending last quarter stands out among this group. If Visa proves the market undervalued it in Q1, the company could create meaningful value for shareholders. Visa also now has a sizable war chest to continue repurchasing stock should investors turn more favorable on the company. However, it is interesting to note that, in addition to selling Pool, Berkshire Hathaway completely sold its Visa position in Q1. |
