HURLEY JV 2, LLP: $47.0M Department of Veterans Affairs Contract
Summary
The Department of Veterans Affairs awarded a $47M definitive contract to HURLEY JV 2, LLP for EHRM infrastructure upgrades. As the recipient is a private entity, no publicly traded companies are directly impacted. The contract supports the VA's electronic health records modernization efforts, which may benefit the broader healthcare IT sector.
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Key Takeaways
- 1.Private entity recipient limits direct stock impact
- 2.VA continues EHR modernization spending
- 3.Healthcare IT sector may see indirect benefits
Market Implications
No direct market implications from this contract due to private recipient. The ongoing VA EHR modernization program could benefit healthcare IT vendors in future awards, but this contract alone does not provide a clear signal for any public company.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 155 separate government actions have converged on VA / Government Health IT. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 90 federal contracts, 40 bills and 25 procurement notices — it's the clearest early tell that Washington is committing to va / government health it, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractDELOITTE & TOUCHE LLP: $66.8M Department of Veterans Affairs Contract · 2024-08-26
- ContractBOOZ ALLEN HAMILTON INC: $27.5M Department of Veterans Affairs Contract · 2025-01-03
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: PROVIDE MANAGED CARE SUPPORT TO THE DEPARTMENT OF DEFENSE TRICARE PROGRAM. CONTRACTOR SHALL ASSIST MILITARY HEALTH SYSTEM IN OPERATING AN IN · 2025-09-03
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $526M Department of Veterans Affairs Contract · 2025-11-01
- ContractHEALTH NET FEDERAL SERVICES, LLC: IGF::OT::IGF MANAGED CARE SUPPORT SERVICES IN SUPPORT OF THE TRICARE PROGRAM · 2026-03-04
- ContractHUMANA GOVERNMENT BUSINESS INC: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION EAST REGION · 2026-03-19
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION WEST REGION · 2026-03-19
- ContractEVERNORTH FEDERAL SERVICES INC: TRICARE PHARMACY SERVICES · 2026-03-20
- Procurement notice2510--Mobile Prosthetics Orthotic Care Van Omaha Veterans Affairs · 2026-05-11
- ContractCLARK CONSTRUCTION GROUP LLC: DESIGN-BUILD CONSTRUCTION OF THE VETERANS AFFAIRS HEALTH CARE CENTER, EL PASO, TX · 2026-07-15
- ContractBOOZ ALLEN HAMILTON INC: $172M Department of Veterans Affairs Contract · 2026-08-12
- ContractORACLE HEALTH GOVERNMENT SERVICES, INC.: $300M Department of Veterans Affairs Contract · 2026-08-12
- ContractAMCOR JV ONE LLC: REPAIR STERILE PROCESSING SYSTEM (SPS) SEWER AND UPGRADE EQUIPMENT AREA LOCATED AT NEW MEXICO DEPARTMENT OF VETERANS AFFAIRS HEALTHCARE SYST · 2026-08-12
Full Analysis
The Department of Veterans Affairs has awarded a $47M definitive contract to HURLEY JV 2, LLP for EHRM (Electronic Health Records Modernization) infrastructure upgrades. The contract period runs from September 2026 to September 2029. HURLEY JV 2, LLP is a private entity with no publicly traded parent company or recognized subsidiary, so this award cannot be directly attributed to any public company. The contract is part of the VA's ongoing effort to modernize its electronic health records system, a multi-billion dollar program that has historically involved major healthcare IT vendors. However, because the recipient is private, no specific tickers can be mapped. The contract does not appear to be directly tied to any specific legislation in the HillSignal database; while several bills address healthcare infrastructure or VA benefits, none explicitly authorize this contract. The broader healthcare IT sector may see indirect benefits from continued federal investment in EHR modernization, but this particular award does not provide a clear catalyst for any public company. Historical patterns show that VA EHR contracts often involve large prime contractors like Oracle Health (formerly Cerner) or Epic Systems, but without a public recipient, investors should avoid speculating on this award alone.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
HURLEY JV, LLP: $46.2M Department of Veterans Affairs Contract
HURLEY JV 2, LLP: $47.0M Department of Veterans Affairs Contract
ORACLE HEALTH GOVERNMENT SERVICES, INC.: $300M Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Delivering Gold Standard Childhood Vaccine Recommendations for Americans
This executive order directs HHS to establish a 'Gold Standard' childhood vaccine schedule with fewer recommended vaccines than current CDC guidelines, mandates that MMR be administered as three separate single-disease shots when domestically available, and instructs the DOJ to challenge state vaccine mandates that do not provide religious or medical exemptions. It also orders HHS to develop alternative adjuvants to aluminum and improve vaccine safety monitoring, while preserving access to existing vaccines.
Contract Details
Recipient
HURLEY JV 2, LLP
Award Amount
$47,015,529
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DEFINITIVE CONTRACT
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