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PLAN vs ORCC: Dividend Comparison 2026

PLAN yields 3.14% · ORCC yields 9.79%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PLAN wins by $3.1K in total portfolio value· pulled ahead in Year 3
10 years
PLAN
PLAN
● Live price
3.14%
Share price
$63.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$384.11
Full PLAN calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — PLAN vs ORCC

📍 PLAN pulled ahead of the other in Year 3

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPLANORCC
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, PLAN + ORCC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PLAN pays
ORCC pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

PLAN
Annual income on $10K today (after 15% tax)
$266.75/yr
After 10yr DRIP, annual income (after tax)
$326.49/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, PLAN beats the other by $325.61/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of PLAN + ORCC for your $10,000?

PLAN: 50%ORCC: 50%
100% ORCC50/50100% PLAN
Portfolio after 10yr
$22.9K
Annual income
$192.58/yr
Blended yield
0.84%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

PLAN
Analyst Ratings
1
Buy
3
Hold
Consensus: Hold
Price Target
$63.63
-0.2% upside vs current
Range: $48.00 — $88.00
Altman Z
9.2
Piotroski
3/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLAN buys
0
ORCC buys
0
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-06-16
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-04-11
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLANORCC
Forward yield3.14%9.79%
Annual dividend / share$2.00$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-50%
Portfolio after 10y$24.5K$21.4K
Annual income after 10y$384.11$1.04
Total dividends collected$3.5K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC
Analyst consensusHoldBuy
Analyst price target$63.63$16.00

Year-by-year: PLAN vs ORCC ($10,000, DRIP)

YearPLAN PortfolioPLAN Income/yrORCC PortfolioORCC Income/yrGap
1$11,014$313.82$11,190$489.61$176.00ORCC
2$12,108$323.03$12,229$256.01$121.00ORCC
3← crossover$13,287$331.88$13,216$130.74+$71.00PLAN
4$14,558$340.38$14,207$66.02+$351.00PLAN
5$15,925$348.53$15,234$33.17+$691.00PLAN
6$17,396$356.33$16,317$16.62+$1.1KPLAN
7$18,978$363.78$17,468$8.32+$1.5KPLAN
8$20,677$370.89$18,695$4.16+$2.0KPLAN
9$22,502$377.67$20,006$2.08+$2.5KPLAN
10$24,462$384.11$21,407$1.04+$3.1KPLAN

PLAN vs ORCC: Complete Analysis 2026

PLANStock

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its platform in-memory data storage and calculation capabilities deliver calculations of data in real time and provide a single source of information for planning, ensuring the consistency, quality, and integrity of the data utilized across the enterprise. The company delivers its application over the Internet as a subscription service using a software-as-a-service model, as well as offers professional services related to implementing and supporting its application. It serves banking, capital markets, consumer products, healthcare, insurance, life science, media, professional services, retail, technology, telecom, and transportation industries, as well as government agencies. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California.

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ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.