GOVT-CONTRACT ·Filed Sep 17, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The modification is too small to move UNH's stock. Monitor for larger VA contract awards or renewals that could meaningfully affect OptumServe's government revenue stream.
Latest settled — T+20d
UNH ▲ +6.51% at T+20d
NEUTRAL call +6.51% · α vs SPY +6.30% · entry $376.90 → $401.43
Latest observation: T+25 +14.75% FF3 residual α
T+1d
+0.18%
call +0.18% · α -1.38%
$377.56
settled 5w ago
T+5d
-0.08%
call -0.08% · α -1.35%
$376.59
settled 5w ago
T+20d
+6.51%
call +6.51% · α +6.30%
$401.43
settled 11d ago
T+60d
Pending
in 7w
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Executive Summary
OptumServe Health Services (a UnitedHealth Group subsidiary) received a $30M funding increase on an existing VA contract to cover an FY26 shortfall. The modification is routine and immaterial relative to UNH's $448B annualized revenue.
Key Financial Metrics
Award Amount
$30.0M
Agency
Department of Veterans Affairs
Contract Type
modification
Rev Impact
+0.0%
Key Facts
- Mod P00002 to contract 36C10X26N0007 increases funding by $30M for FY26 shortfall
- Awarding agency is the Department of Veterans Affairs
- Recipient is OptumServe Health Services, a subsidiary of UnitedHealth Group (UNH)
- $30M represents approximately 0.007% of UNH's $448B annualized revenue
Financial Impact
$30M funding increase, immaterial at ~0.007% of annualized revenue
revenue
Risk Factors
- Government funding subject to continuing resolutions and appropriations risk
- No indication of contract duration or option periods
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10X26N0007 |
60 reports for UNH
81% Hit rate @ T+1 Went positive at some point 13 of 16 best @ T+60▲ +23.07%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $410.46 (−1.57%) |
Oct 13, 2026 14d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $410.46 (+8.66%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.46 (+12.39%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.46 (+12.39%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.46 (+12.39%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $410.46 (+8.90%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $410.46 (+7.02%) |
Sep 8, 2026 6w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $410.46 (+4.43%) |
Sep 1, 2026 8w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $410.46 (+3.33%) |
Aug 26, 2026 8w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $410.46 (+3.90%) |
Showing 10 of 60
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