The contract is immaterial to UNH's financials. Monitor for larger VA or federal PBM contract awards that could meaningfully affect Optum's revenue trajectory.
Price Chart
Executive Summary
The Department of Veterans Affairs awarded OptumRx Administrative Services, LLC, a subsidiary of UnitedHealth Group, a $106.3 million contract for pharmacy benefit management services covering Q1 FY2026. The award is routine in scale for UNH, representing about 0.02% of annualized revenue.
Key Financial Metrics
Key Facts
- Award amount: $106,276,908
- Awarding agency: Department of Veterans Affairs
- Recipient: OptumRx Administrative Services, LLC (subsidiary of UnitedHealth Group)
- Period of performance: October 1, 2025 through December 31, 2025
- Award represents ~0.02% of UNH annualized revenue of $448.1 billion
Financial Impact
$106.3 million contract, approximately 0.02% of annualized revenue
Risk Factors
- Contract is for a single quarter (Q1 FY2026) with no stated options for renewal
- Government contracts carry funding and policy risk, though VA PBM spending is generally stable
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-36C79126K0130 |
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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