GOVT-CONTRACT ·Filed Nov 1, 2025
Large government contract award ($500M+)
Actionable Insight • Neutral
This contract is small relative to UNH's size and likely priced-in. Monitor for future contract awards or expansions with the VA that could signal deeper partnership.
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -14.02% at T+60d
NEUTRAL call ✗ call lost -14.02% · α vs SPY -15.27% · entry $333.63 → $286.84
T+1d
-0.86%
call -0.86% · α +0.28%
$330.75
settled 11mo ago
T+5d
-3.68%
call -3.68% · α -3.40%
$321.35
settled 11mo ago
T+20d
-2.79%
call -2.79% · α -2.55%
$324.31
settled 10mo ago
T+60d
-14.02%
call -14.02% · α -15.27%
$286.84
settled 8mo ago
Price Chart
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Executive Summary
Optum Public Sector Solutions, a UnitedHealth Group (UNH) subsidiary, was awarded a $526M contract by the Department of Veterans Affairs for quarterly reporting services starting Nov 2025. The award is routine and small relative to UNH's scale (~0.14% of annual revenue), with no material impact on the stock.
Key Financial Metrics
Award Amount
$526.4M
Agency
Department of Veterans Affairs
Contract Type
task_order
Rev Impact
+0.1%
Key Facts
- Award amount: $526,370,096 from the Department of Veterans Affairs.
- Contract for 'EXPRESS REPORT: R1 FY26 1ST QTR NOV' — recurring reporting services.
Financial Impact
~$526M, representing ~0.14% of UNH's annual revenue.
revenue
Risk Factors
- Government funding risk (e.g., continuing resolutions, budget cuts).
- Execution risk on contract deliverables.
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-36C10G26K0204 |
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
US Market Status
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