The contract is too small to materially affect UNH's financials. Monitor for larger VA PBM contract awards or renewals that could indicate a growing relationship.
Price Chart
Executive Summary
OptumRx Administrative Services, LLC, a subsidiary of UnitedHealth Group, received a $106.3 million contract from the Department of Veterans Affairs for pharmacy benefit management services. The award is routine in scale relative to UNH's annualized revenue of $448 billion, representing approximately 0.02%.
Key Financial Metrics
Key Facts
- Award amount: $106,297,480.26
- Awarding agency: Department of Veterans Affairs
- Period of performance: January 1, 2026 through March 31, 2025 (FY25 Q1)
- Recipient: OptumRx Administrative Services, LLC, a subsidiary of UnitedHealth Group
- Award represents ~0.02% of UNH's annualized revenue of $448 billion
Financial Impact
$106.3 million contract, approximately 0.02% of annualized revenue
Risk Factors
- Contract value is immaterial relative to UNH's revenue
- No information on competition, sole-source status, or follow-on work
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-36C79126K0131 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $410.70 (−1.51%) |
Oct 13, 2026 13d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $410.70 (+8.72%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.70 (+12.46%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.70 (+12.46%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.70 (+12.46%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $410.70 (+8.97%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $410.70 (+7.08%) |
Sep 8, 2026 6w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $410.70 (+4.49%) |
Sep 1, 2026 7w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $410.70 (+3.40%) |
Aug 26, 2026 8w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $410.70 (+3.96%) |
US Market Status
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