Morgan Stanley Direct Lending Fund (MSDL)
| Market Cap | 1.54B |
| Revenue | n/a |
| Net Income | n/a |
| Shares Out | 88.28M |
| EPS | n/a |
| PE Ratio | n/a |
| Forward PE | 8.83 |
| Dividend | $2.10 (11.82%) |
| Ex-Dividend Date | Sep 30, 2025 |
| Volume | 618,130 |
| Open | 17.51 |
| Previous Close | 17.46 |
| Day's Range | 17.43 - 17.68 |
| 52-Week Range | 17.33 - 21.75 |
| Beta | n/a |
| Analysts | Hold |
| Price Target | 19.58 (+12.21%) |
| 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 6 analysts, the average rating for MSDL stock is "Hold." The 12-month stock price target is $19.58, which is an increase of 12.21% from the latest price.
News
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Morgan Stanley Direct Lending: Consistent Performer With A Rockbottom Valuation
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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?
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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 ...
Putting Morgan Stanley Direct Lending's 11%+ Dividend Payout Under The Microscope
MSDL offers a compelling 11%+ dividend yield and trades at a significant discount to NAV, despite strong underwriting and portfolio quality. However, dividend coverage is tight at 1.0x, and the compan...
Morgan Stanley Direct Lending Fund (MSDL) Q2 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Ashwin Krishnan - Corporate Participant David Pessah - Chief Financial ...
Morgan Stanley Direct Lending Fund Announces June 30, 2025 Financial Results and Declares Third Quarter 2025 Regular Dividend of $0.50 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...
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Morgan Stanley Direct Lending: Impressive Resilience Amidst Uncertainty
MSDL has shown resilience and quality amid sector headwinds, with solid fundamentals, low non-accruals, and modest NAV decline despite economic uncertainty. Dividend coverage has tightened due to lowe...
Morgan Stanley Direct Lending Fund Announces Second 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...
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Morgan Stanley Direct Lending: These Negative Aspects Don't Change My Bullish Views
MSDL trades at a discount to NAV yet boasts a highly defensive, diversified, first-lien debt portfolio focused on non-cyclical industries. Despite a recent dip in net investment income due to lower ra...
Macro Fears? Buy 10%-Yielding Low-Risk MSDL
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5-9% Yields To Build A Low-Stress Dividend Income Stream
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Morgan Stanley Direct Lending: Disappointing Performance And Weak Dividend Coverage (Rating Downgrade)
Downgrading MSDL to hold, due to declining earnings, weak dividend coverage, and rising PIK interest income, signaling potential portfolio quality concerns. MSDL's discount to NAV has widened, reflect...