GOVT-CONTRACT ·Filed Jul 31, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The $918M VA contract is routine for UNH's scale and does not change the investment thesis. Monitor upcoming earnings for any margin commentary on government contracts.
Latest settled — T+20d ⚠ clustered
UNH ▼ -5.18% at T+20d
NEUTRAL call ✗ call lost -5.18% · α vs SPY -8.16% · entry $414.40 → $392.95
Latest observation: T+42 -16.54% FF3 residual α
T+1d
+0.15%
call +0.15% · α -1.26%
$415.04
settled 2mo ago
T+5d
-1.77%
call -1.77% · α -5.28%
$407.08
settled 8w ago
T+20d
-5.18%
call -5.18% · α -8.16%
$392.95
settled 5w ago
T+60d
—
call — · α —
—
in 21d
Price Chart
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Executive Summary
Optum Public Sector Solutions, a UnitedHealth Group subsidiary, was awarded a $918.5M contract from the Department of Veterans Affairs. The award is approximately 0.21% of UNH's annualized revenue, making it routine and immaterial for the company's financials.
Key Financial Metrics
Award Amount
$918.5M
Agency
Department of Veterans Affairs
Contract Type
new
Rev Impact
+0.2%
Key Facts
- Award amount: $918,465,586.17 from the Department of Veterans Affairs
- Recipient: Optum Public Sector Solutions, Inc. (UNH subsidiary)
- Award represents ~0.21% of UNH's annualized revenue of $446.9B
- Award date: July 31, 2026; period of performance starts May 1, 2026
Financial Impact
~0.21% of annual revenue, or $918.5M
revenuebacklog
Risk Factors
- Funding risk from federal budget uncertainty or continuing resolutions
- Execution risk on large government contracts
Market Snapshot
Price
$414.40
Change
-1.7%
Volume
2.8M
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-36C10G26K0290 |
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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