The contract is too small to move UNH's stock. Monitor for larger PBM contract awards or renewals from the VA or other federal agencies, which could be more material.
Price Chart
Executive Summary
The Department of Veterans Affairs awarded a $136.95 million contract to OptumRx Administrative Services, LLC, a subsidiary of UnitedHealth Group (UNH), for pharmacy benefit management services. The award represents approximately 0.03% of UNH's annualized revenue, making it a routine contract that does not materially affect the company's financial outlook.
Key Financial Metrics
Key Facts
- Award amount: $136,950,145.55
- Awarding agency: Department of Veterans Affairs
- Recipient: OptumRx Administrative Services, LLC (subsidiary of UnitedHealth Group)
- Period of performance: June 2025 through September 2025 (FY25)
- Award represents ~0.03% of UNH's annualized revenue of $448.1 billion
Financial Impact
$136.95 million contract, approximately 0.03% of annualized revenue
Risk Factors
- Government contracts may be subject to funding availability and continuing resolutions
- No information on whether this is a new or follow-on contract, or on competitive dynamics
Investment Themes
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-36C79126K0129 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 5d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $408.88 (−1.95%) |
Oct 13, 2026 13d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $408.88 (+8.24%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $408.88 (+8.49%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $408.88 (+6.60%) |
Sep 8, 2026 6w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $408.88 (+4.02%) |
Sep 1, 2026 7w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $408.88 (+2.94%) |
Aug 26, 2026 8w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $408.88 (+3.50%) |
US Market Status
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