The award is too small to move UNH shares. Monitor for larger VA PBM contract awards or renewals that could signal expanded government business for OptumRx.
Price Chart
Executive Summary
OptumRx Administrative Services, LLC, a subsidiary of UnitedHealth Group, received a $159.2 million contract from the Department of Veterans Affairs for pharmacy benefit management services covering April through July FY2026. The award is routine and represents less than 0.04% of UnitedHealth's annualized revenue, making it immaterial to the company's financials.
Key Financial Metrics
Key Facts
- Award amount: $159,197,318
- Awarding agency: Department of Veterans Affairs
- Period of performance: April 1, 2026 through July 31, 2026
- Award represents approximately 0.036% of UnitedHealth's annualized revenue of $448.1 billion
- Contract is for pharmacy benefit management (PBM) services, a core business of OptumRx
Financial Impact
$159.2 million award, approximately 0.036% 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 if it was competitively awarded
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-36C79126K0132 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 5d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $412.23 (−1.14%) |
Oct 13, 2026 13d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $412.23 (+9.12%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $412.23 (+12.88%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $412.23 (+12.88%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $412.23 (+12.88%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $412.23 (+9.37%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $412.23 (+7.48%) |
Sep 8, 2026 6w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $412.23 (+4.88%) |
Sep 1, 2026 7w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $412.23 (+3.78%) |
Aug 26, 2026 8w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $412.23 (+4.35%) |
US Market Status
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