UNH OPTUMSERVE HEALTH SERVICES, INC.

BULLISH Impact: 7/10 GOVT-CONTRACT
Horizon months Filed Jan 1, 2026 Processed 3mo ago
Large government contract award ($500M+)
Final — all horizons settled through T+60d ⚠ clustered
UNH ▼ -19.72% at T+60d
LONG call ✗ call lost -19.72% · α vs SPY -14.90% · entry $336.45 → $270.11
Last close $406.57 (close Jun 8) · +20.84% from $336.45 entry
Entry anchored
Dec 31, 05:48 PM ET
via Databento tick
T+1d
+1.70%
call +1.70% · α +1.04%
$342.16
settled 5mo ago
T+5d
+2.23%
call +2.23% · α +0.66%
$343.96
settled 5mo ago
T+20d
-15.08%
call -15.08% · α -16.87%
$285.72
settled 4mo ago
T+60d
-19.72%
call -19.72% · α -14.90%
$270.11
settled 2mo ago

Price Chart

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Executive Summary

OptumServe Health Services, Inc. was awarded a $714.1 million contract by the Department of Veterans Affairs to fund medical disability examinations for fiscal year 2026. This is a significant multi-year service contract that reinforces OptumServe’s role in federal healthcare services and supports revenue visibility ahead of FY26.

Actionable Insight

This award enhances revenue visibility for UnitedHealth Group (UNH) starting in 2026 and supports long-term growth in the Optum segment. Traders should monitor backlog disclosures in future earnings reports for confirmation of booking.

Key Facts

  • OptumServe awarded $714,081,758.33 contract by the Department of Veterans Affairs
  • Contract begins January 1, 2026, for medical disability examinations
  • Award represents a major recurring service contract in federal health services
  • Department of Veterans Affairs is a core customer for OptumServe's government business

Financial Impact

$714.1 million in awarded value, expected to contribute fully in FY2026

revenuebacklog

Risk Factors

  • Execution risk in delivering large-scale medical examinations
  • Funding risk tied to federal budget appropriations and potential continuing resolutions
  • Regulatory scrutiny over quality and timeliness of disability evaluations

Market Snapshot

Price
$284.20
Change
+3.7%
Volume
9.8M
Analyst Consensus
68% bullish (34 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10X26N0044
21 reports for UNH
Performance horizon
91% Hit rate 10 of 11 directional calls best @ T+20▲ +35.28%May 1, 2026
Filters
Rows
Reports for UNH — sortable, filterable
Type Now
Jun 4, 2026
5d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$396.47 $399.61▲ +0.79%▲ +3.39%$406.57 (+2.55%)
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$273.77 $277.27▲ +1.28%▲ +1.20%$406.57 (+48.51%)
May 22, 2026
18d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$352.41 $354.34▲ +0.55%▲ +0.94%$406.57 (+15.37%)
May 15, 2026
25d ago
DEFA14A
NEUTRAL ★ 2/10
$393.60 $389.84▼ −0.95%▼ −0.89%$406.57 (+3.30%)
May 11, 2026
29d ago
8-K
NEUTRAL ★ 2/10
$396.27 $396.39▲ +0.03%▼ −0.51%$406.57 (+2.60%)
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$273.77 $277.27▲ +1.28%▲ +1.20%$406.57 (+48.51%)
Apr 22, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$352.41 $354.34▲ +0.55%▲ +0.94%$406.57 (+15.37%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 8/10
$345.78 $352.41▲ +1.92%▲ +0.90%$406.57 (+17.58%)
Apr 15, 2026
8w ago
Court Ruling
NEUTRAL ★ 3/10
$314.04 $316.40▲ +0.75%▲ +0.50%$406.57 (+29.47%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$261.52 $270.11▲ +3.28%▲ +0.39%$406.57 (+55.47%)
Showing 10 of 21

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