v3.26.1
Stock Based Compensation
3 Months Ended
May 02, 2026
Share-Based Payment Arrangement [Abstract]  
Stock Based Compensation

10. Stock Based Compensation

As of May 2, 2026, there were 5,109,752 shares of common stock available for issuance under the 2022 Omnibus Incentive Plan.

Non-cash stock compensation expense is as follows:

 

 

(in thousands)

 

 

 

Three Months Ended

 

 

 

May 2,

 

 

May 3,

 

Type of Non-Cash Stock Compensation

 

2026

 

 

2025

 

Restricted stock unit grants (a)

 

$

13,097

 

 

$

10,971

 

Stock option grants (a)

 

 

3,641

 

 

 

4,902

 

Performance stock unit grants (a)

 

 

19,563

 

 

 

5,944

 

Total (b)

 

$

36,301

 

 

$

21,817

 

 

(a)
Included in the line item “Selling, general and administrative expenses” in the Company’s Condensed Consolidated Statements of Income.
(b)
The amounts presented in the table above exclude taxes. For the three month periods ended May 2, 2026 and May 3, 2025, the tax benefit related to the Company’s non-cash stock compensation was approximately $7.2 million and $4.2 million, respectively.

Stock Options

Stock option transactions during the three month period ended May 2, 2026 are summarized as follows:

 

 

Number of
Shares

 

 

Weighted
Average
Exercise
Price Per
Share

 

Options outstanding, January 31, 2026

 

 

1,260,295

 

 

$

199.72

 

Options granted

 

 

 

 

 

 

Options exercised (a)

 

 

(61,930

)

 

 

180.18

 

Options forfeited

 

 

(2,400

)

 

 

195.38

 

Options outstanding, May 2, 2026

 

 

1,195,965

 

 

 

200.74

 

 

(a)
Options exercised during the three month period ended May 2, 2026 had a total intrinsic value of $8.3 million.

The following table summarizes information about the stock options vested and expected to vest during the contractual term of such options as of May 2, 2026:

 

 

Options

 

 

Weighted
Average
Remaining
Contractual
Life (Years)

 

 

Weighted
Average
Exercise
Price

 

 

Aggregate
Intrinsic
Value
(in millions)

 

Options vested and expected to vest

 

 

1,195,965

 

 

 

5.9

 

 

$

200.74

 

 

$

141.1

 

Options exercisable

 

 

944,217

 

 

 

5.4

 

 

$

205.59

 

 

$

107.0

 

 

Restricted Stock Units

Restricted stock unit transactions during the three month period ended May 2, 2026 are summarized as follows:

 

 

Number of
Shares

 

 

Weighted
Average Grant
Date Fair
Value Per
Award

 

Non-vested awards outstanding, January 31, 2026

 

 

727,513

 

 

$

207.18

 

Awards granted

 

 

256,488

 

 

 

317.90

 

Awards vested (a)

 

 

(237,297

)

 

 

197.75

 

Awards forfeited

 

 

(5,244

)

 

 

199.25

 

Non-vested awards outstanding, May 2, 2026

 

 

741,460

 

 

 

248.55

 

 

(a)
Restricted stock units vested during the three month period ended May 2, 2026 had a total intrinsic value of $75.2 million.

 

The fair value of each share of restricted stock granted during the three month period ended May 2, 2026 was based upon the closing price of the Company’s common stock on the grant date.

Performance Stock Units

The Company grants performance-based restricted stock units to its senior executives. Vesting of the performance stock units are based on continued service and the achievement of specified pre-established adjusted net income per share growth over a three-year performance period, as applicable for each grant. Based on the Company’s achievement of these goals, each award may be earned up to 200% of the target award. In the event that actual performance is below threshold, no award will be made. Compensation costs recognized on the performance stock units are adjusted, as applicable, for performance above or below the target specified in the award.

Performance stock unit transactions during the three month period ended May 2, 2026 are summarized as follows:

 

 

 

Number of
Shares

 

 

Weighted
Average Grant
Date Fair
Value Per
Award

 

Non-vested awards outstanding, January 31, 2026

 

 

363,954

 

 

$

200.92

 

Awards granted

 

 

213,182

 

 

 

255.37

 

Awards vested (a)

 

 

(200,762

)

 

 

184.98

 

Awards forfeited

 

 

 

 

 

 

Non-vested awards outstanding, May 2, 2026

 

 

376,374

 

 

 

240.26

 

 

(a)
Performance-based stock awards vested during the three month period ended May 2, 2026 had a total intrinsic value of $64.0 million.