This is a routine contract award for Optum's public-sector business. Monitor future VA contract awards for cumulative backlog growth, but this single award is too small to move UNH's stock.
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Executive Summary
Optum Public Sector Solutions, a subsidiary of UnitedHealth Group (UNH), was awarded a $770.9 million contract by the Department of Veterans Affairs. This award represents approximately 0.17% of UNH's annualized revenue, a routine contract for a large-cap managed care and health services company.
Key Financial Metrics
Key Facts
- Award amount: $770,881,595.07
- Awarding agency: Department of Veterans Affairs
- Recipient: Optum Public Sector Solutions, Inc. (subsidiary of UNH)
- Award date: 2026-09-30
- Period of performance start: 2026-07-01
- Contract represents ~0.17% of UNH's annualized revenue of ~$446.9 billion
Financial Impact
~0.17% of annualized revenue — immaterial for UNH's scale
Risk Factors
- Government contract execution risk (performance milestones, compliance)
- Potential funding disruption from continuing resolutions or sequestration
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-36C10G26K0297 |
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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