GOVT-CONTRACT ·Filed Jul 28, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
This contract is too small to move UNH's stock. Monitor for larger VA or CMS contract wins that could meaningfully impact Optum's government revenue stream.
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
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group, received a $654.6M contract from the Department of Veterans Affairs. The award represents approximately 0.15% of UNH's annualized revenue and is routine for a company of this scale.
Key Financial Metrics
Award Amount
$654.6M
Agency
Department of Veterans Affairs
Contract Type
new
Rev Impact
+0.1%
Key Facts
- Award amount: $654,563,514.49 from the Department of Veterans Affairs
- Recipient: Optum Public Sector Solutions, Inc. (subsidiary of UnitedHealth Group)
- Award represents ~0.15% of UNH's annualized revenue of $446.9B
- Award date: July 28, 2026; period of performance starts March 1, 2026
Financial Impact
Contract value of $654.6M is immaterial relative to UNH's $446.9B annualized revenue
revenue
Risk Factors
- Government funding risk (continuing resolutions, sequestration) could affect contract execution
- Government contracts typically carry lower margins than commercial business
Market Snapshot
Price
$411.16
Change
+1.0%
Volume
44
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-36C10G26K0272 |
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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