NEW YORK STATE DIVISION OF HOMELAND SECURITY & EMERGENCY SERVICES: $64.1M Department of Homeland Security Grant
Summary
The Department of Homeland Security awarded a $64.1M project grant to the New York State Division of Homeland Security & Emergency Services for pandemic emergency protective measures, including vaccine distribution and medical care. As the recipient is a state government entity, no publicly traded companies are directly impacted by this award.
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Key Takeaways
- 1.This contract is a reimbursement to a state government, not a revenue-generating opportunity for public companies.
- 2.No tickers are directly affected; investors should look for other federal contracts tied to vaccine or emergency management companies.
- 3.The award supports pandemic preparedness but lacks a clear legislative catalyst in the provided bill signals.
Market Implications
The market impact of this contract is neutral. Since no publicly traded company is the recipient or a prime contractor, there is no direct revenue or earnings effect. The broader healthcare and infrastructure sectors may see indirect benefits from increased state-level pandemic preparedness funding, but this is a routine reimbursement and not a signal of new spending. Investors should focus on other DHS or HHS contracts that directly engage public companies like $JNJ, $PFE, or $MRNA for vaccine-related work.
Full Analysis
The $64.1M contract from FEMA (within DHS) is a reimbursement grant to New York State for emergency protective measures related to the COVID-19 pandemic. The funds cover a wide range of activities: emergency medical care, medical sheltering, vaccine administration, and public health communication. Because the recipient is a state government agency, this contract does not flow to any publicly traded company as a direct award or subcontract. The sector impact is broad: healthcare and infrastructure systems benefit indirectly through increased capacity and funding, but no specific corporate beneficiaries can be identified. The related bill signals in the database are mostly neutral and low-impact, with no clear legislative connection to this pandemic response grant. For example, the BUILD Act (S371) is bullish but focused on finance, not healthcare. Without a public company recipient, the investment implications are minimal. Investors should monitor broader federal spending on pandemic preparedness (e.g., via HHS or BARDA contracts) for pure-play healthcare and vaccine companies, but this specific award is a pass-through to a state government.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
THE GLOBAL FUND TO FIGHT AIDS, TUBERCULOSIS AND MALARIA (THE GLOBAL FUND): $1.8B Department of State Federal Award
DEPARTMENT OF HUMAN SERVICES HAWAII: $2.2B Department of Health and Human Services Grant
KANSAS DEPARTMENT OF HEALTH & ENVIRONMENT: $4.6B Department of Health and Human Services Grant
NEW MEXICO HEALTH CARE AUTHORITY: $9.4B Department of Health and Human Services Grant
HEALTH SERVICES KENTUCKY CABINET FOR: $18.2B Department of Health and Human Services Grant
MULTIPLE RECIPIENTS: $4.1B Department of Health and Human Services Federal Award
ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM: $19.6B Department of Health and Human Services Grant
MULTIPLE RECIPIENTS: $4.6B Department of Health and Human Services Federal Award
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Regulatory Relief for Certain Stationary Sources to Promote American Chemical Manufacturing Security
President Trump issued a proclamation exempting certain chemical manufacturing facilities from compliance with the EPA's HON Rule for two years, citing unavailability of required technology and national security concerns. The exemption delays emissions-control deadlines and maintains pre-HON Rule standards for listed stationary sources, invoking authority under Clean Air Act section 112(i)(4).
Advancing Regenerative Agriculture and Strengthening American Farm Resilience
This executive order directs the EPA, USDA, and HHS to prioritize registration of alternative pesticides, expedite cumulative exposure research, and maximize funding for a regenerative agriculture pilot program, while creating public-private partnerships to expand adoption of conservation farming practices. The order specifically instructs the EPA Administrator to speed up registration actions for substances that can replace older active ingredients, and requires HHS to issue a grand prize challenge for cumulative chemical exposure evaluation technologies.
Contract Details
Recipient
NEW YORK STATE DIVISION OF HOMELAND SECURITY & EMERGENCY SERVICES
Award Amount
$64,063,329
Awarding Agency
Department of Homeland Security
Sub-Agency
Federal Emergency Management Agency
Contract Type
PROJECT GRANT (B)
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