Morgan Stanley Direct Lending Fund (MSDL)
| Market Cap | 1.31B -29.4% |
| Revenue | n/a |
| Net Income | n/a |
| EPS | n/a |
| Shares Out | 88.28M |
| PE Ratio | n/a |
| Forward PE | 8.03 |
| Dividend | $2.00 (13.72%) |
| Ex-Dividend Date | Mar 31, 2026 |
| Volume | 694,292 |
| Open | 14.78 |
| Previous Close | 14.90 |
| Day's Range | 14.78 - 15.12 |
| 52-Week Range | 14.25 - 20.90 |
| Beta | 0.36 |
| Analysts | Hold |
| Price Target | 16.58 (+12.1%) |
| Earnings Date | Feb 26, 2026 |
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.
Financial Performance
Financial StatementsAnalyst Summary
According to 6 analysts, the average rating for MSDL stock is "Hold." The 12-month stock price target is $16.58, which is an increase of 12.10% from the latest price.
News
I'm Buying Up To 12% Yield For Recurring Income
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Morgan Stanley Direct Lending Fund: 13.5% Yielding Gem To Buy For Pennies On The Dollar
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Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund Announces December 31, 2025 Financial Results and Declares First Quarter 2026 Regular Dividend of $0.45 per Share
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”), a business development company externally managed by MS Capital Partners Adviser Inc. (the “Advise...
Why BDC Dividend Cuts Matter Less Than You Think
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Morgan Stanley Direct Lending - Be Patient
Morgan Stanley Direct Lending (MSDL) is rated Hold, due to sector headwinds, declining portfolio quality, and dividend coverage concerns. MSDL's non-accrual loans rose to 1.2% at cost, and portfolio y...
MSDL: Time To Buy The Dip And Lock In 13% Yield
The market has punished MSDL very hard. Currently, MSDL trades at ~26% discount to NAV, which is the lowest level it has ever had and also way below the sector average. The key driver behind the depre...
Buy The Dip: 11-13% Yields Getting Way Too Cheap
The market is pricing in a disaster that the data still refuses to confirm. Deep discounts and double-digit yields are colliding in an overlooked corner of the market. If sentiment flips, the upside c...
Morgan Stanley Direct Lending Fund Announces Fourth Quarter and Full Year 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...
Two 12%+ Dividends Going From Bargains To Buys
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My Ultimate Buy-The-Dip Picks For 10-12% Income
These two income plays just fell hard, but the fundamentals didn't. They have double-digit yields, deep discounts, and balance sheet firepower. It's the kind of setup long-term income investors often ...
Morgan Stanley Direct Lending Is In Trouble (Rating Downgrade)
Morgan Stanley Direct Lending Fund's weighted average yield fell from 11% in Q3 2024 to 9.9% in Q3 2025, pressuring NII, but that's not my largest concern. MSDL is in trouble because of increasing str...
The Biggest Bargain And The Most Expensive Lottery Ticket I See In The BDC Space
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The Chart That Answers Your Question About BDC Dividend Cuts
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Morgan Stanley Direct Lending: Continues To Disappoint Going Into 2026
Morgan Stanley Direct Lending Fund (MSDL) remains a sell as persistent NAV deterioration and thin dividend coverage signal elevated risk. MSDL trades at a 16.85% discount to NAV, reflecting portfolio ...
This Is How I'm Harvesting BDC Cash Flows For My Retirement
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My Ultimate BDC Playbook For 2026
Big yields, but rising risks are quietly reshaping the BDC sector. Interest rates and credit quality are heading toward a collision. My portfolio is positioned very differently for what comes next.
The Silent Killer Of BDC Yields (And My Strategy To Outrun It)
BDCs face earnings pressure from lower base rates, but fears of severe dividend cuts are overstated. Quite many BDCs have several levers to pull in order to absorb ~100 bps of base rate cuts without t...
Morgan Stanley Direct Lending: Undervalued Income Machine
Morgan Stanley Direct Lending Fund (MSDL) offers a compelling 16% discount to book value, backed by high-quality first-lien loans and strong spillover income. MSDL's 96% first-lien, floating-rate loan...
I Am Betting Big On This Near-Perfect 8%-Yielding Income Machine For Early Retirement
This 8%-yielding machine is positioned for very strong upside, growing passive income, and relatively low risk. The market is ignoring this unrivaled combination of quality, growth, and high yield. Do...
The Hidden Risk In BDC Market That Nobody Is Talking About
BDCs are facing pressures from multiple fronts. Yet, they do not have much ammo left to fight back via portfolio growth. This is not good for shareholder and BDC managers, who earn fees based on asset...
MSDL: Dividend Investors Are Likely To Get Burned Here
MSDL has glided into a deep discount territory. In the meantime, the dividend has remained covered and offers now a yield close to 12%. Since 95% of MSDL's portfolio lies in non-cyclical sectors, ther...
Don't Bury BDC Dividends Just Yet
The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it i...