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VEON increases Share Buyback and Accelerates share cancellations

VEON lifts its annual capital return commitment with a new USD 200 million buyback equal to 3.9% of outstanding shares.

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buybacks

VEON (VEON) has launched a new share buyback program to repurchase 3.9% of its outstanding shares, or 72.5 million shares (about 2.9 million ADSs).

Based on the September 22, 2026 closing price of USD 69.37 per ADS, the program is approximately USD 200 million, and all repurchased shares will be cancelled. This amount represents 27.5% of VEON’s trailing-twelve‑month Equity Free Cash Flow after leases and licenses as of June 30, 2026, and a 5.5% yield on the average closing share price over the prior twelve months. The new program upgrades a previously stated minimum USD 100 million annual buyback target and is in addition to a USD 100 million program completed in November 2025.

Including earlier phases since August 2024, VEON has repurchased 4.46 million ADSs (6.0% of total ADSs outstanding) for USD 227.6 million. The new program will use open market repurchases and proportional share purchases from shareholder LetterOne.

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Positive

  • New buyback program targeting 3.9% of outstanding shares, about USD 200 million
  • Planned repurchases equal 27.5% of trailing-twelve-month Equity Free Cash Flow
  • Implied shareholder return yield of 5.5% based on average stock price over prior year
  • Buybacks since August 2024 total 4.46 million ADSs (6.0% of ADSs) for USD 227.6 million
  • New program upgrades prior USD 100 million minimum annual buyback target

Negative

  • None.

News Explained

LetterOne's agreed sale is capped at 32,957,830 shares; the release does not say that the full amount will be purchased.

VEON says the first phase of the new buyback is underway; the program will include open-market purchases and direct purchases from LetterOne, and shares acquired will be cancelled.

LetterOne has agreed to sell proportionally up to 32,957,830 shares, at prices and volumes determined by reference to open-market repurchases.

Market Context

VEON’s prior buyback announcements recorded moves of 0.85%, 4.56%, -1.97% and 1.14% over 24 hours; t...
Analysis

VEON’s prior buyback announcements recorded moves of 0.85%, 4.56%, -1.97% and 1.14% over 24 hours; their mixed reactions add historical context to the new program but do not establish a market response.

Key Figures

Share repurchase target: 3.9% of outstanding shares Shares covered: 72.5 million shares or equivalent in shares and ADS Program value: USD 200 million +4 more
Share repurchase target
3.9% of outstanding shares
New buyback program
Shares covered
72.5 million shares or equivalent in shares and ADS
New buyback program
Program value
USD 200 million
Based on USD 69.37 per ADS; final value varies with purchase prices
Buyback as share of Equity Free Cash Flow
27.5%
Trailing twelve months ended June 30, 2026; after leases and licenses
Buyback yield
5.5%
Based on VEON's average closing price over the trailing twelve months as of September 22, 2026
LetterOne shares eligible for direct repurchase
Up to 32,957,830 shares
At prices and volumes determined by reference to open market repurchases
Prior buyback program
USD 100 million
Program announced in November 2025; completed and separate from the new program

Previous Buybacks Reports

4 past events · Latest: Nov 17
Same Type 4 events
  1. Nov 17

    Buyback program

    24h Move
    +0.8%

    VEON commenced a USD 100 million buyback, with ADS and bond allocation determined later.

  2. Jun 16

    Share buyback

    24h Move
    +4.6%

    VEON announced a USD 35 million third phase after two earlier ADS repurchase phases.

  3. Mar 20

    Share buyback

    24h Move
    -2.0%

    VEON allocated USD 35 million to its second phase after completing the first phase.

  4. Dec 09

    Buyback program

    24h Move
    +1.1%

    VEON launched the initial USD 30 million phase within a USD 100 million plan.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

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1 terms
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"each ADS represents 25 shares"
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AI-generated analysis. How Rhea-AI works. Not financial advice.

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VEON increases Share Buyback and Accelerates share cancellations 

Group launches new program to repurchase 3.9% of outstanding shares (2.9 million ADSs), comprising open market repurchases and proportionate shareholder participation

New York and Dubai, September 23, 2026VEON Ltd. (Nasdaq: VEON), a global digital operator, today announced a new program to buy back 3.9% of VEON’s outstanding shares (72.5 million shares or equivalent in shares and ADS). This represents a share buyback program of approximately USD 200 million based on a closing price of USD 69.37 per ADS (each ADS represents 25 shares) as of September 22, 2026. The Group also confirms that the first phase of open market repurchases under the new program is underway. VEON will cancel all shares acquired under the new buyback program, reinforcing its commitment to disciplined capital allocation and long-term value creation.

Assuming a share repurchase of USD 200 million based on an ADS price of USD 69.37, the new program represents 27.5% of VEON’s trailing-twelve-month Equity Free Cash Flow, after leases and licenses, for the period ended June 30, 2026, and a 5.5% yield based on the average closing price of VEON stock over the trailing twelve months as of September 22, 2026. The final value of the buy-back program will vary with the price per share or ADS purchased. The new program upgrades the minimum USD 100 million annual buyback target announced in May 2025 and is in addition to the USD 100 million program announced in November 2025 which has been completed. The revised policy places recurring capital returns at the heart of VEON’s capital allocation framework, alongside investment in profitable growth and maintaining financial flexibility.

 “Returning cash to shareholders is a core priority for VEON,” said Kaan Terzioglu, Group CEO of VEON. “Having completed USD 200 million in cumulative buybacks since August 2024, we are increasing our annual repurchase program to 3.9% of outstanding shares, which at today’s price represents approximately USD 200 million. Our focus is clear: grow cash flow, invest with discipline and translate our operating performance into greater value per share.”

Including earlier phases of the program first announced in August 2024, VEON has now repurchased 4.46 million ADSs (6.0% of total ADSs outstanding) for a total consideration of USD 227.6 million. After giving effect to shares issuance in March 2024 and subsequent transfers, shares and ADSs held by VEON represent approximately 7.9% of total outstanding shares.

The new program will comprise open market repurchases and direct repurchases of shares from VEON’s shareholder LetterOne, which has agreed to sell proportionally to its existing shareholding and accordingly to sell to VEON up to 32,957,830 shares, at prices and volumes determined by reference to the open market repurchases.

The new program repurchases will be conducted within the parameters of VEON’s broader securities repurchase program and in accordance with applicable laws and regulations. 

About VEON
VEON is a digital operator that provides connectivity and digital services to over 150 million connectivity and more than 228 million digital customers. Operating across five countries that are home to 550 million consumers, more than 6% of the world's population, VEON is transforming lives through technology-driven services that empower individuals and drive economic growth. VEON is listed on NASDAQ. For more information, visit: https://www.veon.com.

Forward-Looking Statements
This release contains “forward-looking statements”, within the meaning of the Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements include, but are not limited to, statements relating to the execution and/or impact of the buyback of the VEON Group’s ADSs and shares and the cancellation of such shares. There are numerous risks, uncertainties that could cause actual results and performance to differ materially from those expressed by such statements, including risks relating to uncertainty over the execution and/or impact of the buyback of the VEON Group’s ADSs and shares, among others discussed in the section entitled “Risk Factors” in VEON’s 2025 Form 20-F filed with the SEC on March 16, 2026 and other public filings made by VEON with the SEC. There is no assurance that the buyback of VEON ADSs and shares and the cancellation of such shares will be completed or that other events described in any forward-looking statement will materialize. The forward-looking statements contained herein speak only as of the date of this release and VEON disclaims any obligation to update them, except as required by law.

Contact Information
VEON
ir@veon.com


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares could VEON repurchase from shareholder LetterOne under the new program?

The new program includes direct repurchases of shares from VEON’s shareholder LetterOne, which has agreed to sell proportionally to its existing shareholding. Under this arrangement, LetterOne may sell up to 32,957,830 shares to VEON, at prices and volumes determined by reference to the open market repurchases.

What portion of VEON’s shares does the company already hold after prior buybacks and issuances?

After giving effect to a share issuance in March 2024 and subsequent transfers, shares and ADSs held by VEON represent approximately 7.9% of total outstanding shares.

What methods will VEON use to execute the new share repurchase program and what is its status?

The new program will comprise open market repurchases and direct repurchases of shares from LetterOne. The first phase of open market repurchases under the new program is already underway, and repurchases will be conducted within VEON’s broader securities repurchase framework and applicable laws and regulations.

What will VEON do with the shares acquired under the new buyback program?

VEON will cancel all shares acquired under the new buyback program, which the company describes as reinforcing its focus on disciplined capital allocation and long-term value creation.

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