Morgan Stanley Direct Lending Fund (MSDL)
| Market Cap | 1.48B |
| Revenue | n/a |
| Net Income | n/a |
| Shares Out | 88.28M |
| EPS | n/a |
| PE Ratio | n/a |
| Forward PE | 8.77 |
| Dividend | $2.10 (12.56%) |
| Ex-Dividend Date | Sep 30, 2025 |
| Volume | 542,345 |
| Open | 16.99 |
| Previous Close | 17.06 |
| Day's Range | 16.71 - 16.99 |
| 52-Week Range | 15.70 - 21.75 |
| Beta | n/a |
| Analysts | Buy |
| Price Target | 18.50 (+10.65%) |
| 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 Summary
According to 7 analysts, the average rating for MSDL stock is "Buy." The 12-month stock price target is $18.5, which is an increase of 10.65% from the latest price.
News
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Morgan Stanley Direct Lending: 12% Yield And 19% Discount Make It A Buy
Morgan Stanley Direct Lending offers an 11.9% dividend yield and trades near its 52-week low at a 19% discount to book value. MSDL maintains strong credit quality, full dividend coverage, and a conser...
The Riskiest BDCs Might Be The Ones You Trust
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From The Discount Rack To Your Portfolio: Two 8%+ Yielders
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Morgan Stanley Direct Lending Fund Announces Third Quarter 2025 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...
Bottom Fishing BDCs? This Is What You Have To Know
The BDC sector has been hammered. The discounts have become deep almost across the board. The question is whether to enter now, or is the risk still too high that it will end up being a 'catching a fa...
Morgan Stanley Direct Lending: Buy The Dip Opportunity
MSDL has seen its stock price decline ~20% YTD, creating a significant valuation gap versus peer BXSL. Morgan Stanley Direct Lending now trades at ~0.8x NAV compared to BXSL's 1.0x, making the current...
MSDL: From One Extreme To Another
Since May 2025, I have been bearish on the Morgan Stanley Direct Lending Fund. My concern was that MSDL's price-to-NAV aligned valuation did not factor in the forthcoming pressures from base rate cuts...
Mr. Market's Warning: 2 Quality BDCs Who Could Slash Their Dividends Soon
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2 Income Powerhouses Entering Deep Bargain Territory
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What Will It Take To Halt BDC Dividend Cuts? 1 Catalyst On The Horizon
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Is A 10%+ Yield Safe Right Now? 2 Picks For A Retiree's Radar
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Are You Falling For These 3 BDC Dividend Myths
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5 BDCs That Deliver Double-Digit Yields (Up To 12.6%)
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Buy The Dip: 8-11% Blue Chip Yields Getting Way Too Cheap
Wall Street is asleep on two monster yields that could fuel early retirement. These blue-chip payouts are too cheap to last. Here's why I'm adding them to my portfolio before the market wakes up.
Morgan Stanley Direct Lending: Consistent Performer With A Rockbottom Valuation
We take a look at the Q2 results of BDC MSDL, which trades at an 11.3% dividend yield and a 14% discount. MSDL allocates primarily to less-cyclical sectors such as Software, Insurance and Commercial S...
Morgan Stanley Direct Lending Is A Buy At A 14% Discount To NAV And 11.34% Dividend Yield
MSDL offers a compelling 11.34% dividend yield and trades at a 14% discount to NAV, presenting an attractive entry point. The portfolio is 96.4% first lien, 99.6% floating rate loans, and focused on U...
Morgan Stanley Direct Lending: 0.86x P/NAV, 11.6% Yield, But How Safe Is The Dividend?
MSDL faces mounting headwinds, with recent earnings showing declining net investment income and increased non-accruals, raising concerns about credit quality and dividend safety. Despite an attractive...
Attention High-Yield Investors: More BDC Dividend Cuts Are Likely Coming
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It's All Downhill For Most BDCs, Here Is My Approach
Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin divi...
Morgan Stanley Direct Lending: This BDC Continues To Disappoint (Rating Downgrade)
MSDL's Q2 earnings disappointed, with declining NAV, weak dividend coverage, and rising non-accruals signaling fundamental portfolio issues. Despite a tempting 11% yield and deep discount to NAV, I se...
Morgan Stanley Direct Lending: Bad Q2 Results, And It's Just Getting Started
MSDL remains a high-quality BDC with stable portfolio values and low non-accruals, but recent earnings highlight growing risks. Dividend coverage is now razor-thin, with NII per share barely matching ...