Monitor for any follow-on task orders or modifications that could expand the contract's scope and value. The award is too small relative to UNH's revenue to move the stock independently.
Price Chart
Executive Summary
Optum Public Sector Solutions, Inc., a subsidiary of UnitedHealth Group (UNH), was awarded a $729.8 million contract by the Department of Veterans Affairs. This award represents approximately 0.16% of UNH's annualized revenue, a routine contract for a company of this scale.
Key Financial Metrics
Key Facts
- Award amount: $729,817,620.99
- Awarding agency: Department of Veterans Affairs
- Award date: 2026-09-30
- Period of performance start: 2026-07-01
- Recipient: Optum Public Sector Solutions, Inc. (UNH subsidiary)
- Award represents ~0.16% of UNH's annualized revenue of ~$446.9 billion
Financial Impact
$729.8 million contract award, approximately 0.16% of annualized revenue
Risk Factors
- Funding risk from potential government shutdowns or continuing resolutions
- Execution risk on contract deliverables
- No material impact on UNH's overall financials given the small relative size
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-36C10G26K0296 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 5d ago | Institutional Cluster | $417.00 $424.98 | ▲ +1.91% | ▲ +3.09% | $408.88 (−1.95%) |
Oct 13, 2026 13d ago | 8-K | $377.76 $395.62 | ▲ +4.73% | ▲ +5.81% | $408.88 (+8.24%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 30, 2026 26d ago | GOVT-CONTRACT | $365.20 $371.90 | ▲ +1.83% | ▲ +1.10% | $408.88 (+11.96%) |
Sep 17, 2026 5w ago | GOVT-CONTRACT | $376.90 $377.56 | ▲ +0.18% | ▼ −1.38% | $408.88 (+8.49%) |
Sep 11, 2026 6w ago | Court Ruling | $383.55 $375.93 | ▼ −1.99% | ▼ −1.53% | $408.88 (+6.60%) |
Sep 8, 2026 6w ago | 8-K | $393.06 $388.28 | ▼ −1.22% | ▼ −0.62% | $408.88 (+4.02%) |
Sep 1, 2026 7w ago | Court Ruling | $397.21 $398.49 | ▲ +0.32% | ▼ −0.73% | $408.88 (+2.94%) |
Aug 26, 2026 8w ago | GOVT-CONTRACT | $395.05 $392.95 | ▼ −0.53% | ▼ −0.30% | $408.88 (+3.50%) |
US Market Status
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