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Additional Reading from MarketBeat Media
Buyback Capacity Is Rising Across 3 Soaring and Sinking StocksSubmitted by Leo Miller. First Published: 6/19/2026. 
Key Points
- A United States energy drink behemoth is growing by over 40% internationally, increasing its buyback capacity as shares gain.
- As a Brazilian banking leader comes down greatly from its highs, its new buyback program indicates confidence going forward.
- An automation giant is growing strongly in end markets from automotive to data centers and just added $1 billion in buyback capacity.
- Special Report: A tiny supplier at the center of Elon's AI infrastructure
Several key stocks across consumer staples, finance, and industrials have just added notable buyback capacity, but for different reasons. Two companies are boosting their authorizations as their stocks and businesses continue to perform well. Meanwhile, a company expanding across Brazil’s financial sector is signaling confidence in a rebound, even as market pressure weighs on its share price in 2026. Monster Adds Buyback Capacity as Shares and Sales SoarEnergy drink giant Monster Beverage (NASDAQ: MNST) has continued to deliver very strong performance in 2026 after a monster 2025. Last year, shares gained nearly 46%, and Monster’s return is hovering near 20% this year.
The company’s latest win was its Q1 2026 earnings report, which sent shares soaring nearly 14% afterward. Monster crushed estimates on both the top and bottom lines, posting sales growth of 22.6% year over year (YOY). Excluding currency tailwinds, sales still rose 26.9% YOY. The company also posted extremely strong results in its international business, with non-U.S. sales rising by a whopping 44.9% YOY. Notably, Monster has also authorized a new $500 million share buyback program, bringing its total buyback capacity to $900 million. Monster’s buyback capacity is relatively small, but still meaningful, equal to around 1% of its market capitalization near $90 billion. With the firm generating more than $2 billion in free cash flow over the last 12 months, Monster has more than enough cash coming in to support this program. Overall, given Monster’s success, this program signals that the company expects that momentum to continue. Notably, Monster’s buybacks over the last 12 months totaled just $221 million. The company’s added capacity gives it the option to accelerate that spending if it chooses to. NU Initiates $1 Billion Buyback With Shares Down Over 30%NU (NYSE: NU) has become a digital banking leader in Latin America, with a particularly strong presence in Brazil. In its latest quarter, NU’s Brazilian customer base surpassed 115 million. NU is the largest private financial institution in Brazil, with more than half of the country’s 213 million people now customers. However, after posting an impressive 62% gain in 2025, shares are down more than 20% in 2026. The stock has also fallen more than 30% from its 52-week high. Macroeconomic risk has pressured NU shares, with the stock falling as oil prices rise and concerns over credit quality increase. The company also hired a new Chief Financial Officer (CFO), Rob Livingston, causing shares to drop 8%. This heightened fears about credit quality, which past CFO Guilherme Lago strongly pushed back on. Days later, NU approved a $1 billion share repurchase program, which it plans to carry out over the next 12 months. This would represent a substantial return of capital over a relatively short period, equal to around 1.7% of NU’s $60 billion market capitalization. NU’s net income in its latest quarter alone was $871 million, putting it in a solid position to execute this program. With shares having fallen significantly on concerns the company likely does not share, NU is signaling confidence in a recovery through its buyback program and likely sees value in its stock. Rockwell Ups Buyback Authorization Amid Strong ResultsLast up is Rockwell Automation (NYSE: ROK). After delivering a total return near 38% in 2025, the stock has continued to build on that impressive performance, with its return sitting near 20% in 2026. The company has been seeing strong demand for its industrial automation offerings across many key end markets. Rockwell’s automotive end market saw mid-teens sales growth during its latest quarter, while e-commerce and warehousing automation sales rose more than 30% YOY. Additionally, the company’s semiconductor end market posted high-teens growth, and its data center end market more than doubled YOY. Total sales rose nearly 12% YOY, and adjusted earnings per share (EPS) jumped over 30% YOY. The company beat estimates on both metrics and topped EPS expectations of $2.88 with a $3.30 result. Rockwell also recently announced a $1 billion share repurchase authorization. This adds to the company’s previous buyback capacity, bringing its total authorization to $1.215 billion. That is meaningful, equal to around 2.3% of Rockwell’s approximately $52 billion market capitalization. The company’s solid $1.34 billion in free cash flow over the last 12 months gives it the ability to execute this program at a measured pace over time. The read on Rockwell’s buyback program is similar to Monster’s: the company has confidence in its continued success and is prioritizing returns to shareholders. Rockwell: Diversified Growth and Capital ReturnsAmong this group, Rockwell’s diversified growth is particularly impressive. It's not often that companies are able to grow sales across several different end markets at a double-digit clip. The company has also returned a very significant $4.6 billion to shareholders over the past five years. Buybacks and dividends contribute to this, with Rockwell sporting a meaningful dividend yield near 1.2%. Still, the company’s valuation is worth monitoring. Currently, Rockwell trades at a forward price-to-earnings ratio near 36x, above its three-year average of 27x. . |
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