GOVT-CONTRACT ·Filed Jul 28, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The contract is too small to move UNH's stock. Monitor for larger VA or federal health IT contract wins that could signal growth in Optum's public sector segment.
Latest settled — T+20d ⚠ clustered
UNH ▼ -7.51% at T+20d
NEUTRAL call ✗ call lost -7.51% · α vs SPY -10.89% · entry $428.79 → $396.59
Latest observation: T+45 -19.52% FF3 residual α
T+1d
-1.92%
call -1.92% · α -0.38%
$420.57
settled 2mo ago
T+5d
-4.95%
call -4.95% · α -9.07%
$407.55
settled 2mo ago
T+20d
-7.51%
call -7.51% · α -10.89%
$396.59
settled 6w ago
T+60d
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call — · α —
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in 18d
Price Chart
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Executive Summary
UnitedHealth Group subsidiary Optum Public Sector Solutions received a $728M contract from the Department of Veterans Affairs. The award is approximately 0.16% of UNH's annualized revenue and is routine in scale, representing a minor addition to the company's government services backlog.
Key Financial Metrics
Award Amount
$728.0M
Agency
Department of Veterans Affairs
Contract Type
new
Rev Impact
+0.2%
Key Facts
- Award amount: $728,044,614.09 from the Department of Veterans Affairs
- Recipient: Optum Public Sector Solutions, Inc. (UnitedHealth Group subsidiary)
- Award date: July 28, 2026; period of performance start: March 1, 2026
- Contract represents ~0.16% of UNH's annualized revenue of $446.9B
Financial Impact
~$728M award, ~0.16% of annual revenue — not material
revenuebacklog
Risk Factors
- No material risk from this contract given its size relative to UNH's revenue
Market Snapshot
Price
$411.08
Change
+1.0%
Volume
80
Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
79% 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-36C10G26K0275 |
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% | $365.20 (−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%) |
Showing 10 of 50
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