GOVT-CONTRACT ·Filed Oct 1, 2025
Large government contract award ($500M+)
Actionable Insight • Neutral
This contract award is routine for UNH given its massive revenue base. Monitor for additional task orders under this vehicle, but no immediate stock catalyst is expected.
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -4.73% at T+60d
NEUTRAL call ✗ call lost -4.73% · α vs SPY -7.99% · entry $348.30 → $331.83
T+1d
+1.56%
call +1.56% · α +1.46%
$353.72
settled 12mo ago
T+5d
+6.21%
call +6.21% · α +5.53%
$369.92
settled 12mo ago
T+20d
+2.00%
call +2.00% · α -0.80%
$355.26
settled 11mo ago
T+60d
-4.73%
call -4.73% · α -7.99%
$331.83
settled 9mo ago
Price Chart
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Executive Summary
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group (UNH), was awarded a $772.55 million contract from the Department of Veterans Affairs. The award is routine for UNH given its scale and does not represent a material financial event.
Key Financial Metrics
Award Amount
$772.6M
Agency
Department of Veterans Affairs
Key Facts
- Optum Public Sector Solutions received a $772,553,116.22 contract from the Department of Veterans Affairs.
- Contract start date is October 1, 2025.
- The award is a task order or modification under an existing vehicle, as indicated by the 'EXPRESS REPORT' description.
Financial Impact
$772.55 million contract award from the Department of Veterans Affairs.
revenue
Risk Factors
- Government funding risk from potential budget constraints or continuing resolutions.
- Execution risk on contract deliverables.
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-36C10G26K0206 |
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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