Morgan Stanley Direct Lending Fund — News

Morgan Stanley Direct Lending Fund NYSE: MSDL reported second-quarter net investment income of $38.2 million, or $0.45 per share, down from $0.47 per share in the prior quarter, as higher contributions from its Capstone joint venture were offset by new non-accruals and increased financing costs.

marketbeat.com - 2026-08-08 15:04:44

Morgan Stanley Direct Lending Fund (MSDL) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-08-07 14:04:18

Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.5 per share a year ago.

zacks.com - 2026-08-06 20:13:22

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 “Adviser”), today announced its financial results for the second quarter ended June 30, 2026. QUARTERLY HIGHLIGHTS Net investment income of $38.2 million, or $0.45 per share, as compared to $40.5 million, or $0.47 per share, for the quarter ended March 31, 2026; Net asset value of $19.50 per share, as com.

businesswire.com - 2026-08-06 16:19:00

Investors need to pay close attention to MSDL stock based on the movements in the options market lately.

zacks.com - 2026-08-05 14:51:12

Morgan Stanley Direct Lending Fund (NYSE: MSDL - Get Free Report) is projected to post its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect the company to announce earnings of $0.44 per share and revenue of $89.9860 million for the quarter. Interested persons can find conference call details on the company's

defenseworld.net - 2026-08-05 03:43:35

Morgan Stanley Direct Lending Fund (MSDL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-30 11:06:13

Business Development Companies face mounting risks as exhausted capital structures and poor dividend coverage threaten payout sustainability. Dividend cuts have become prevalent, with market reactions punishing BDCs regardless of existing discounts to NAV. I prioritize BDCs with well-covered, stable dividends over higher-yielding but riskier peers, favoring income stability and NAV protection.

seekingalpha.com - 2026-07-12 09:15:02

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 release its financial results for the second quarter ended June 30, 2026, on Thursday, August 6, 2026, after the market closes. MSDL will host a conference call at 10:00 am ET on Friday, August 7, 2026, to review its financial results and conduct a question-and-answer session. Conference Call Informati.

businesswire.com - 2026-07-06 16:05:00

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Morgan Stanley Direct Lending Fund's (NYSE: MSDL or "the company") $350 million, 6.10% senior unsecured notes due July 15, 2031. The rating Outlook is Stable. Key Credit Considerations The rating and Outlook are supported by MSDL's strong ties to the ~$1.9 trillion assets under management and/or supervision of Morgan Stanley Asset Management. The company benefits from investment banking, global capital markets, investment management, an.

businesswire.com - 2026-06-30 17:13:00

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”) today announced that it has priced an offering of $350.0 million aggregate principal amount of 6.100% notes due 2031 (the “Notes”). The Notes will mature on July 15, 2031 and may be redeemed in whole or in part at the Company's option at any time at par plus a “make-whole” premium, provided that the Notes may be redeemed at par one month prior to their maturity. The offering is expected to close.

businesswire.com - 2026-06-29 15:46:00

Morgan Stanley Direct Lending trades at a 22% discount to NAV and is paying out an 11.7% dividend yield that's fully covered by NII. MSDL faces negative net fundings, yield compression, and a shrinking portfolio, raising the risk of further dividend cuts. Short interest in MSDL has reached record highs amid negative sentiment and large redemption requests from private credit funds.

seekingalpha.com - 2026-06-17 07:43:07

REITs, BDCs, and MLPs are structured to be powerful income machines. I detail a REIT, BDC, and MLP that I think are ideal for retiring on dividends. I also share some risk factors to keep in mind for each of them.

seekingalpha.com - 2026-06-08 07:05:00

There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.

benzinga.com - 2026-05-24 13:33:07

Morgan Stanley Direct Lending Fund NYSE: MSDL reported lower first-quarter net investment income as recent Federal Reserve rate cuts flowed through its floating-rate portfolio, but management said credit performance remained stable and lender economics are beginning to improve.

marketbeat.com - 2026-05-12 02:06:59