The contract is too small relative to UNH's scale to drive material stock movement. Monitor for larger VA or CMS contract wins that could meaningfully impact revenue growth.
Price Chart
Executive Summary
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group (UNH), was awarded a $1.086 billion contract by the Department of Veterans Affairs. This award represents approximately 0.24% of UNH's annualized revenue, making it a routine, small-scale contract relative to the company's massive revenue base.
Key Financial Metrics
Key Facts
- Award amount: $1,085,804,852.71
- Awarding agency: Department of Veterans Affairs
- Recipient: Optum Public Sector Solutions, Inc. (subsidiary of UnitedHealth Group)
- Award date: 2026-09-30
- Period of performance start: 2026-07-01
- Award represents ~0.24% of UNH's annualized revenue of ~$447B
Financial Impact
~0.24% of annual revenue, or $1.09 billion over the contract period
Risk Factors
- Government funding risk (continuing resolutions, sequestration)
- Execution risk on large-scale public sector IT/healthcare contracts
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10G26K0298 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $410.39 (−1.59%) |
Oct 13, 2026 14d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $410.39 (+8.64%) |
Sep 30, 2026 28d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.39 (+12.37%) |
Sep 30, 2026 28d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.39 (+12.37%) |
Sep 30, 2026 28d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $410.39 (+12.37%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $410.39 (+8.89%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $410.39 (+7.00%) |
Sep 8, 2026 7w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $410.39 (+4.41%) |
Sep 1, 2026 8w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $410.39 (+3.32%) |
Aug 26, 2026 9w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $410.39 (+3.88%) |
US Market Status
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