GOVT-CONTRACT ·Filed Dec 1, 2025
Large government contract award ($500M+)
Actionable Insight • Neutral
The contract adds to UNH's government revenue stream but is immaterial relative to the company's total revenue. Monitor for additional VA contract wins and any impact on Optum's public sector backlog.
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -9.26% at T+60d
NEUTRAL call ✗ call lost -9.26% · α vs SPY -10.14% · entry $323.21 → $293.27
T+1d
+0.41%
call +0.41% · α +0.20%
$324.54
settled 10mo ago
T+5d
+0.13%
call +0.13% · α -0.42%
$323.62
settled 10mo ago
T+20d
+2.77%
call +2.77% · α +1.76%
$332.16
settled 9mo ago
T+60d
-9.26%
call -9.26% · α -10.14%
$293.27
settled 7mo ago
Price Chart
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Executive Summary
UnitedHealth Group subsidiary Optum Public Sector Solutions was awarded a $640.5M contract from the Department of Veterans Affairs. The award is routine for a company of UNH's scale and does not materially alter the investment thesis.
Key Financial Metrics
Award Amount
$640.5M
Agency
Department of Veterans Affairs
Contract Type
new
Key Facts
- Optum Public Sector Solutions (UNH subsidiary) awarded $640,516,696.14 contract by Department of Veterans Affairs
- Contract start date: December 1, 2025
- Contract type appears to be a new award (EXPRESS REPORT: R2 FY26 1ST QTR DEC)
Financial Impact
$640.5M contract award from the VA to a UNH subsidiary
revenue
Risk Factors
- Government funding risk under continuing resolutions or budget cuts
- Execution risk on large government contracts
Market Snapshot
Price
$400.96
Change
+0.4%
Volume
11.7M
Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
76% bullish (34 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10G26K0208 |
50 reports for UNH
86% Hit rate best @ T+60▲ +22.44%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $379.09 $376.90 | ▼ −0.58% | ▼ −0.36% | $365.40 (−3.61%) |
Sep 8, 2026 23d ago | 8-K | $393.06 $378.71 | ▼ −3.65% | ▼ −3.32% | $365.40 (−7.04%) |
Sep 1, 2026 4w ago | Court Ruling | $396.30 $393.06 | ▼ −0.82% | ▼ −0.90% | $365.40 (−7.80%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.40 (−11.82%) |
Showing 10 of 50
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