This is a routine government contract renewal for UNH's Optum Public Sector business. The size is immaterial relative to UNH's $447B annualized revenue. Monitor for any follow-on task orders under this IDIQ vehicle that could increase the total contract value, but no immediate trading action warranted.
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Executive Summary
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group, was awarded a $848.8M contract by the Department of Veterans Affairs. This award represents approximately 0.19% of UNH's annualized revenue, a routine contract for a large-cap health services company that reinforces its existing government relationships.
Key Financial Metrics
Key Facts
- Optum Public Sector Solutions (UNH subsidiary) awarded $848.8M VA contract
- Award represents ~0.19% of UNH's $446.9B annualized revenue
- Contract awarded by Department of Veterans Affairs, a key government customer for Optum
- Award date July 28, 2026; period of performance began February 1, 2026
Financial Impact
$848.8M contract award, approximately 0.19% of UNH annualized revenue
Risk Factors
- Government funding risk from continuing resolutions or budget sequestration
- Execution risk on VA contract deliverables
- No material revenue impact given contract size relative to UNH scale
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10G26K0277 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Court Ruling | $379.09 $376.90 | ▼ −0.58% | ▼ −0.36% | $365.20 (−3.66%) |
Sep 8, 2026 23d ago | 8-K | $393.06 $378.71 | ▼ −3.65% | ▼ −3.32% | $365.20 (−7.09%) |
Sep 1, 2026 4w ago | Court Ruling | $396.30 $393.06 | ▼ −0.82% | ▼ −0.90% | $365.20 (−7.85%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
Jul 31, 2026 9w ago | GOVT-CONTRACT | $414.40 $407.08 | ▼ −1.77% | ▼ −5.28% | $365.20 (−11.87%) |
US Market Status
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