Loading the records…
Loading the records…
A $598M delivery order from the Department of Veterans Affairs to Optum Public Sector Solutions, Inc., a private entity, for express reporting services in November 2025. No publicly traded company is directly or indirectly identifiable as a beneficiary, and the contract is not mappable to any ticker.
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
No market implications arise from this contract as it is not traceable to any publicly traded company. The $598M award is significant in absolute terms but is a delivery order under a larger IDIQ and does not create a new revenue stream for any public entity.
Active government convergence in this signal’s sector right now.
Over the last 90 days, 399 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 — 256 procurement notices, 127 federal contracts, 11 bills, 3 executive actions and 2 news — 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
The Department of Veterans Affairs awarded a $598M delivery order to Optum Public Sector Solutions, Inc., for express reporting services covering the first quarter of fiscal year 2026 in November 2025. Optum Public Sector Solutions is a private entity and not a publicly traded company or recognized subsidiary of a public company. As a result, no direct or indirect public market exposure can be attributed. The contract is a delivery order, indicating it is a specific task under an existing indefinite-delivery/indefinite-quantity (IDIQ) contract, and its short one-month period suggests it is for a specific reporting deliverable rather than a long-term program. The NAICS code is not provided, but the description and agency point to healthcare IT or administrative services. No related bill signals directly authorize this contract; the closest bill is HR2283, the Recognizing Community Organizations for Veteran Engagement and Recovery Act, which has a neutral impact on healthcare but does not specifically fund this contract. Without a public parent company, no supply chain or competitive inference can be made without risking false positives.
Matched on shared policy language across AI analyses, with ticker & timing weight
OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $641M Department of Veterans Affairs Contract
OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $773M Department of Veterans Affairs Contract
OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $849M Department of Veterans Affairs Contract
OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $771M Department of Veterans Affairs Contract
Executive orders & memoranda affecting the same sectors or companies
This executive order establishes a Women's Health Division within the NIH to coordinate and accelerate research on understudied women's health conditions, and creates a White House Women's Health Task Force to drive policy reforms and translation of research into clinical practice across federal agencies. It directs specific agencies to prioritize research, data collection, and translation into prevention, diagnosis, and treatment, with a focus on all life stages from infancy through aging.
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Recipient
OPTUM PUBLIC SECTOR SOLUTIONS, INC.
Award Amount
$597,579,046
Awarding Agency
Department of Veterans Affairs
Sub-Agency
Department of Veterans Affairs
Contract Type
DELIVERY ORDER
Free — no credit card
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →