GOVT-CONTRACT ·Filed Oct 1, 2025
Large government contract award ($500M+)
Actionable Insight • Neutral
The contract is routine in size for UNH. Monitor for additional VA contract awards or expansions that could signal deeper penetration. No material near-term price impact expected.
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -4.79% at T+60d
NEUTRAL call ✗ call lost -4.79% · α vs SPY -8.04% · entry $348.17 → $331.51
T+1d
+1.52%
call +1.52% · α +1.43%
$353.47
settled 12mo ago
T+5d
+6.20%
call +6.20% · α +5.53%
$369.77
settled 12mo ago
T+20d
+1.96%
call +1.96% · α -0.84%
$355.00
settled 11mo ago
T+60d
-4.79%
call -4.79% · α -8.04%
$331.51
settled 9mo ago
Price Chart
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Executive Summary
Optum Public Sector Solutions (UNH subsidiary) received a $723.7M task order from the Department of Veterans Affairs. The award is small relative to UNH's $400B+ annual revenue (~0.18%), but reinforces its position as a key government health services contractor.
Key Financial Metrics
Award Amount
$723.7M
Agency
Department of Veterans Affairs
Contract Type
task_order
Rev Impact
+0.2%
Key Facts
- Award amount: $723,728,239.18
- Awarding agency: Department of Veterans Affairs
- Start date: October 1, 2025
- Contract number: 36C10G26K0203
Financial Impact
~0.18% of UNH annual revenue ($723.7M vs ~$400B)
revenuebacklog
Risk Factors
- Funding risk from federal budget cycles and continuing resolutions
- Execution risk on delivery timelines and margin targets
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-36C10G26K0203 |
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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