Mass buybacks are coming: Buyback authorization announcements have...
The Kobeissi Letter@KobeissiLetter
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Oct 23, 2025
~1 min read
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Mass buybacks are coming:
Buyback authorization announcements have risen +16% YoY so far in 2025, reaching a record $1.15 TRILLION.
This marks the 2nd consecutive yearly increase.
Since the 2020 low, share repurchase authorizations have more than TRIPLED.
Meanwhile, buybacks by the 4 largest US banks jumped +$9.6 billion YoY, or +83%, to $21.1 billion in Q3 2025.
Buybacks will add fuel to the fire.
Buyback authorization announcements have risen +16% YoY so far in 2025, reaching a record $1.15 TRILLION.
This marks the 2nd consecutive yearly increase.
Since the 2020 low, share repurchase authorizations have more than TRIPLED.
Meanwhile, buybacks by the 4 largest US banks jumped +$9.6 billion YoY, or +83%, to $21.1 billion in Q3 2025.
Buybacks will add fuel to the fire.