This award signals continued trust in OptumServe's federal healthcare delivery capabilities. Traders should monitor for follow-on task orders and potential expansions, as this contract may lead to additional funding. Consider this a positive indicator for UnitedHealth's government services segment growth and backlog stability.
Price Chart
Executive Summary
OptumServe Health Services, Inc. was awarded a $260.2 million contract by the Department of Veterans Affairs to conduct medical disability examinations for fiscal year 2026. This is a significant recurring contract that reinforces OptumServe's dominant position in federal medical evaluation services and supports revenue visibility.
Key Financial Metrics
Key Facts
- OptumServe awarded $260,174,836.86 contract by the Department of Veterans Affairs
- Contract is for FY2026 medical disability examinations
- Start date is January 1, 2026
- This represents a major recurring program for the company
Financial Impact
$260.2 million award, approximately 0.5% of UnitedHealth Group's 2023 total revenue ($324B)
Risk Factors
- Execution risk in delivering high-volume medical exams
- Potential for political scrutiny over contractor use in VA healthcare
- Funding continuity risk tied to federal budget appropriations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10X26N0046 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $379.09 $376.90 | ▼ −0.58% | ▼ −0.36% | $365.40 (−3.61%) |
Sep 8, 2026 23d ago | 8-K | $393.06 $378.71 | ▼ −3.65% | ▼ −3.32% | $365.40 (−7.04%) |
Sep 1, 2026 4w ago | Court Ruling | $396.30 $393.06 | ▼ −0.82% | ▼ −0.90% | $365.40 (−7.80%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access