GOVT-CONTRACT ·Filed Dec 1, 2025
Large government contract award ($500M+)
Actionable Insight • Neutral
The contract adds steady government revenue for Optum but is too small to drive UNH shares. Monitor Optum segment results for execution and margin trends.
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -9.41% at T+60d
NEUTRAL call ✗ call lost -9.41% · α vs SPY -10.32% · entry $323.30 → $292.87
T+1d
+0.31%
call +0.31% · α +0.10%
$324.31
settled 10mo ago
T+5d
+0.05%
call +0.05% · α -0.49%
$323.47
settled 10mo ago
T+20d
+2.70%
call +2.70% · α +1.69%
$332.02
settled 9mo ago
T+60d
-9.41%
call -9.41% · α -10.32%
$292.87
settled 7mo ago
Price Chart
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Executive Summary
Optum Public Sector Solutions, a UnitedHealth Group subsidiary, was awarded a $609M contract from the Department of Veterans Affairs. The award is routine relative to UNH's scale and is not expected to materially impact the stock.
Key Financial Metrics
Award Amount
$609.3M
Agency
Department of Veterans Affairs
Contract Type
task_order
Rev Impact
+0.2%
Key Facts
- Award amount: $609,262,185.02
- Awarding agency: Department of Veterans Affairs
- Start date: December 1, 2025
- Description suggests quarterly task order under existing vehicle
Financial Impact
$609M contract, approximately 0.16% of UnitedHealth's annual revenue
revenuebacklog
Risk Factors
- Funding risk from government budget cycles
- Execution and performance risk
Market Snapshot
Price
$370.57
Change
+0.0%
Volume
80
Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
71% bullish (34 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10G26K0205 |
50 reports for UNH
86% Hit rate best @ T+60▲ +22.44%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $379.09 $376.90 | ▼ −0.58% | ▼ −0.36% | $365.20 (−3.66%) |
Sep 8, 2026 23d ago | 8-K | $393.06 $378.71 | ▼ −3.65% | ▼ −3.32% | $365.20 (−7.09%) |
Sep 1, 2026 4w ago | Court Ruling | $396.30 $393.06 | ▼ −0.82% | ▼ −0.90% | $365.20 (−7.85%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Showing 10 of 50
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