Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTJeremy PhillipsSun, June 7, 2026 at 3:04 PM GMT+2 6 min readQuick ReadJPM's $50 billion buyback authorization backed $8 billion in Q1 repurchases, while freed-from-regulation WFC sits 11% lower year-to-date.BAC returned $9 billion to shareholders in a single quarter, with capital returns running 41% higher year-over-year at a forward P/E of 12.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bank of America didn't make the cut. Grab the names FREE today.The Federal Reserve's asset cap on Wells Fargo came off in 2025. JPMorgan's board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors have noticed. Here are the five names where that shovel is biggest.1. KeyCorp (KEY): The Regional That's Buying Back More Stock Than You ThinkStart here, because nobody else is. KeyCorp (NYSE:KEY) is a $23.5 billion regional, dwarfed by every other name on this list. But the buyback-to-market-cap math is the most aggressive in the group, and CEO Chris Gorman is leaning on a Basel III tailwind nobody's pricing in.Q1 2026 EPS came in at $0.44, an 8% beat. The company plans to repurchase at least $1.3 billion in common shares in 2026, with $389 million already done in Q1 at an average price of $21.47. Gorman flagged that the updated Basel III proposal, if adopted, would imply "more than 100 basis point benefit to our marked CET1 ratio."The stock is up 42% over the past year. The Reg-bank rerating is happening in real time, and management is using the rip to retire shares. The bigger banks are doing the same thing, just with more zeros.2. JPMorgan Chase (JPM): The $50 Billion Authorization Nobody Can MatchThis is the heavyweight. JPMorgan Chase (NYSE:JPM) is sitting on $291 billion in CET1 capital and $1.5 trillion in cash and marketable securities. When Jamie Dimon talks about "fortress balance sheet," this is what he means, and the fortress is now writing checks.Q1 2026 EPS landed at $5.94, up 17% YoY, on revenue of $49.84 billion. The bank repurchased 27.5 million shares for $8.328 billion in the quarter at an average price of $302.75, on top of $4.10 billion in dividend payments. The quarterly dividend sits at $1.50 per share, with analyst consensus pegging a forward P/E of 14.Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bank of America didn't make the cut. Grab the names FREE today.Terms and Privacy PolicyPrivacy & Cookie SettingsMore Info