Morgan Stanley Direct Lending Fund (MSDL)
| Market Cap | 1.83B |
| Revenue | n/a |
| Net Income | n/a |
| Shares Out | 88.28M |
| EPS | n/a |
| PE Ratio | n/a |
| Forward PE | 8.88 |
| Dividend | $2.20 (10.63%) |
| Ex-Dividend Date | Dec 31, 2024 |
| Volume | 756,235 |
| Open | 20.90 |
| Previous Close | 20.83 |
| Day's Range | 20.56 - 20.91 |
| 52-Week Range | 19.05 - 24.18 |
| Beta | n/a |
| Analysts | Buy |
| Price Target | 21.83 (+5.46%) |
| Earnings Date | n/a |
About MSDL
Morgan Stanley Direct Lending Fund is a business development company. The fund chiefly invests in riskier bonds, issued by middle-market companies or by private equity firms looking to finance their acquisitions. [Read more]
Financial Performance
Financial StatementsAnalyst Forecast
According to 7 analysts, the average rating for MSDL stock is "Buy." The 12-month stock price forecast is $21.83, which is an increase of 5.46% from the latest price.
News
BXSL Vs. MSDL: MSDL Is A Better Buy Right Now
BXSL and MSDL are both defensive BDCs with a focus on first-lien debt, sharing several similarities. MSDL's valuation is more attractive compared to BXSL, trading closer to its NAV, making it a better...
Worried About Higher-For-Longer? Consider These 2 Dividends For The Win
All macro signs indicate a higher for longer scenario. There are some asset classes that can benefit from such conditions. In this article, I discuss two securities (one BDC and one REIT) that could d...
Morgan Stanley Direct Lending: Floating Rate Exposure Set To Lower Yield
Morgan Stanley Direct Lending has benefited from high interest rates but faces risks as rates are expected to decrease, potentially lowering yields from 9-10% to 6-8%. The fund's strategy focuses on s...
If I Could Only Buy 1 REIT, 1 BDC And 1 MLP
I love investing in REITs, BDCs and MLPs. They enjoy tax benefits and deliver high and sustainable yields. I share my favorites in each sector right now.
Steeper Yield Curve And BDCs: This Is What You Have To Know
The past couple of months, which include the steepening of the yield curve, have been positive for BDCs. However, higher long-term rates and a steeper yield curve create a net negative effect for BDC ...
Morgan Stanley Direct Lending Fund Announces Fourth Quarter and Full Year 2024 Earnings Release and Conference Call
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) ("MSDL”), a business development company externally managed by MS Capital Partners Adviser Inc., today announced it will rele...
Two 10%+ Yields For Durable Passive Income (One Is My Favorite Pick)
To find 10%+ dividends with safe financial profiles, in my view, BDC and CEF segments are currently the best places to look. Having said that, I am still skeptical about 15%+ cases.
Why BDCs Will Likely Outperform In 2025
The BDC sector had a lackluster H2 of 2024 after being on a strong run from 2022 to mid 2024. However, recently there has been some great news for BDCs to start 2025. We share our approach to BDCs rig...
12-15% Dividend Yields And Big Buybacks
Double-digit yielding stocks that also repurchase shares have plenty of inherent advantages. I share some dividend stocks that meet these criteria. I take a look at them to see if they are worth buyin...
How To Invest $1 Million For Sustainable Retirement Passive Income
Retiring on $1 million is increasingly challenging. Doing it with dividends can make it more feasible. I share two approaches to retiring on dividends with $1 million.
Morgan Stanley Direct Lending: Growing And Diversifying Its Portfolio
MSDL's portfolio is growing and diversifying with an increase in investee companies. The outlook is also bright, with a more vibrant deal environment expected in 2025. MSDL stands to benefit asymmetri...
Worried About Higher For Longer? Sleep Well With This 7%-Yielding Portfolio
The threat of higher inflation and interest rates for longer has sent the market into turmoil. However, high yield investors have nothing to fear from this development. We share a 7%-yielding portfoli...
I Am Loading Up On These 2 High-Flying High-Yield Sectors For 2025
AI stocks have dominated the markets over the past few years. However, there are a few other sectors that have also shined over the past few years. I share two high-flying big dividend sectors that, I...
KBRA Assigns Ratings to Morgan Stanley Direct Lending Fund
NEW YORK--(BUSINESS WIRE)-- #KBRA--KBRA assigns issuer and senior unsecured debt ratings of BBB to Morgan Stanley Direct Lending Fund (NYSE: MSDL or "the company"). The rating Outlook is Stable. Key C...
Morgan Stanley Direct Lending: High Quality At 9.4% Yield, Does Not Get Better Than This
My first bullish piece on MSDL was issued back in April 2024. It was also the second article covering MSDL on Seeking Alpha. Since the publication of my thesis, MSDL has gradually become a 'household ...
Morgan Stanley Direct Lending Is Too Good To Miss Out On; Highly Defensive
Morgan Stanley Direct Lending Fund is a highly defensive BDC focusing on first-lien debt in non-cyclical sectors, ensuring stable cash flows and low technological risks. The current regular DPS covera...
Invest In $95,000 BDC Portfolio For $10,000 Annual Income And Durable Compounding
Private credit/BDC investments offer exposure to structural growth and a significant portfolio yield enhancement. Yet, we have to be extra careful of not falling into value traps and investing in unsu...
Morgan Stanley Direct Lending: A Low-Risk 10% Yield
Morgan Stanley Direct Lending Fund offers a 10% dividend yield, strong brand backing, and growth potential, making it an appealing choice for income investors. The fund's low-risk portfolio, with 96% ...
Who Said ~ 9% Yields Cannot Grow Further? Consider These 2 Picks
Usually, high yields come with high chances of falling into a value trap. It is very difficult to find truly protected yields. It is even more difficult to combine yield protection with income growth.
12% Yield And Big Buyback: Dividend Stocks I Am Buying Hand-Over-Fist
I love stocks that pay big dividends and buy back a lot of stock. I share some dividend stocks that meet these criteria. I detail why they are compelling buys right now.
Investing In BDCs For 10%+ Yields? This Is What Matters Now
When investing for 10%+ BDC yields, investors have to pay extra attention to leverage, dividend coverage, and portfolio quality. Going into Q3, 2024 earnings season, my expectation was that we would s...
Morgan Stanley Direct Lending: Rapidly Expanding Portfolio Supports High Yield
Morgan Stanley Direct Lending (MSDL) offers a strong dividend yield of 7.4%, fully covered by net investment income, ensuring reliable income generation for investors. The portfolio is diversified acr...
Morgan Stanley Direct Lending Fund (MSDL) Q3 2024 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q3 2024 Earnings Conference Call November 8, 2024 10:00 AM ET Company Participants Michael Occi - Head, Investor Relations and CAO Jeff Levin - Presiden...