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
This signal is one of the converging government actions below.
Over the last 90 days, 148 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 — 79 federal contracts, 42 bills and 27 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
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $1.1B Department of Veterans Affairs Contract · 2025-10-01
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $526M Department of Veterans Affairs Contract · 2025-11-01
- ContractTRIWEST HEALTHCARE ALLIANCE CORP: $820M Department of Veterans Affairs Contract · 2026-02-01
- Procurement notice2510--Mobile Prosthetics Orthotic Care Van Omaha Veterans Affairs · 2026-05-11
- Procurement noticeJ045--Sources Sought / RFI ONLY - Veterans Affairs Maryland Health Care System (VAMHCS) Ongoing Maintenance & Repair of VAMHCS VA Medical Center Mechanical, Plumbing, and Electrical Systems · 2026-05-13
- Procurement notice3695--Direct Metal Printer (DMP) Flex 200 3D Printer System Veterans Affairs Pittsburgh Healthcare System (VAPHS) · 2026-05-21
- Procurement noticeS119--BULK CABLE TELEVISION SERVICE Department of Veterans Affairs Robert J. Dole VA Medical Center, Wichita, KS 67218-1607 · 2026-05-29
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $773M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $598M Department of Veterans Affairs Contract · 2026-06-17
- ContractOPTUM PUBLIC SECTOR SOLUTIONS, INC.: $641M Department of Veterans Affairs Contract · 2026-06-17
- Procurement noticeThe Department of Veterans Affairs, Office of Inspector General, Office of Audits & Evaluations Operational Planning Meeting FY26 from August 23 – 28, 2026 · 2026-06-17
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
STATE OF FLORIDA DIVISION OF EMERGENCY MANAGEMENT: $2.9B Department of Homeland Security Grant
STATE OF FLORIDA DIVISION OF EMERGENCY MANAGEMENT: $1.5B Department of Homeland Security Grant
GEORGIA EMERGENCY MANAGEMENT AND HOMELAND SECURITY AGENCY: $1.6B Department of Homeland Security Grant
GOVERNOR'S AUTHORIZED REPRESENTATIVE: $1.8B Department of Homeland Security Grant
NORTH CAROLINA DEPARTMENT OF PUBLIC SAFETY: $2.4B Department of Homeland Security Grant
HEALTH CARE SERVICES, CALIFORNIA DEPARTMENT OF: $6.0B Department of Health and Human Services Grant
DEPARTMENT OF SOCIAL SERVICES CONNECTICUT: $6.9B Department of Health and Human Services Grant
STATE OF COLORADO - DEPT OF HEALTH CARE POLICY & FINANCING: $9.2B Department of Health and Human Services Grant
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Continuing to Protect the Meaning and Value of American Citizenship
This executive order directs federal agencies, including State, Justice, Homeland Security, and Social Security, to deny U.S. citizenship documentation to children born in the U.S. whose parents include alien enemies, foreign government employees, or those involved in commercial birth tourism or surrogacy, or who are born in territories without statutory citizenship. It implements a narrow interpretation of the Fourteenth Amendment following the Supreme Court's decision in Trump v. Barbara, effectively restricting birthright citizenship for specific categories of non-citizen parents.
Ending Birth Tourism
This executive order directs the Secretaries of State and Homeland Security to prevent foreign nationals from entering the U.S. on nonimmigrant visas for the purpose of giving birth (birth tourism), including revoking visas, barring entry, and taking action against facilitators. It defines birth tourism as entry via nonimmigrant visa for childbirth and allows humanitarian or national interest exemptions.
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).
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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