OPTUM PUBLIC SECTOR SOLUTIONS, INC.: $598M Department of Veterans Affairs Contract
Summary
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.
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Key Takeaways
- 1.This contract is not attributable to any publicly traded company.
- 2.The recipient is a private entity, so no ticker should be assigned.
- 3.The short duration and small scope make it a routine, low-impact award.
Market Implications
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.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 440 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 — 277 procurement notices, 137 federal contracts, 22 bills, 2 news and 2 executive actions — 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
- Procurement noticeX1LZ--Saginaw Parking - Succeeding Lease Expression of Interest · 2024-10-08
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- Procurement noticeV225--Non-Emergency Ambulance for Captain James A Lovell Federal Health Care Center 5-Year Ordering Period · 2025-05-05
- 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
- 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
- ContractDELL FEDERAL SYSTEMS L.P: $1.1B Department of Veterans Affairs Contract · 2026-08-13
- Executive actionProclamation: Accelerating Access To Veterans' Benefits And Employment Opportunities · 2026-09-08
- Executive actionExecutive Order: Reinvigorating America's Hunting Heritage · 2026-09-17
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: $29.1M Department of Veterans Affairs Contract · 2026-10-06
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $771M Department of Veterans Affairs Contract · 2026-10-06
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $730M Department of Veterans Affairs Contract · 2026-10-06
Full Analysis
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.
Connected Signals
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
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
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.
Accelerating Access To Veterans' Benefits And Employment Opportunities
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.
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
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
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