MSDL - Morgan Stanley Direct Lending Fund Stock Analysis

Stock Taper

OPPORTUNITY RADAR SCREENER COMPARE ANY 2 STOCKS

MSDL

MORGAN STANLEY DIRECT LENDING FUND

NYSE

$13.38

▼ DOWN 1.40% (-0.19)

KEY STATISTICS

Market Cap$1.15 B

52w High$17.91

52w Low$13.23

Dividend Yield11.99%

FrequencyQuarterly

P/E6.83

Volume550.87K

Shares Out.84.76M

COMPANY

LEADERSHIP

CHIEF EXECUTIVE

Michael Occi Jr.

ABOUT

SECTOR

Financial Services

WENT PUBLIC

January 24, 2024

METHOD OF GOING PUBLIC

N/A

FULL TIME EMPLOYEES

PRICE TARGET

Target High$15.50

Target Low$14.50

Target Median$15.00

Target Consensus$15.00

UPCOMING EARNINGS

DateNov 5, 2026

DayThursday

Rev. Est.$87.52M

NOV

THU

ETFS HOLDING THIS STOCK

ETFS HOLDING

LISTED HERE

RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED

31.19%

HOLDERS

199

TOP 8 OF 199 · RANKED BY POSITION SIZE

Van Eck Associates Corp

2.0M sh

$30.45M

Generali Asset Management Spa Sgr

Russell Investments Group, Ltd.

1.1M sh

$16.05M

Rivernorth Capital Management, LLC

1.1M sh

$14.69M

Two Sigma Investments, LP

893.2K sh

$13.51M

PRICE

$13.38 ▼ DOWN 1.40% (−$0.19)

About Morgan Stanley Direct Lending Fund

http://www.msdl.com ↗

Morgan Stanley Direct Lending Fund, founded in 2019 and based in New York, finances middle-market companies through senior secured term loans, including first and second lien loans.

INDUSTRY

Financial - Conglomerates

A SERVICE MORGAN STANLEY DIRECT LENDING FUND IS KNOWN FOR

Direct Lending to Middle-Market Companies

Morgan Stanley Direct Lending Fund is a BDC that invests in senior secured loans to U.S. middle-market companies, offering investors private credit exposure with attractive risk-adjusted returns and downside protection.

COMPETITORS

COMPETITOR

Morgan Stanley Direct Lending Fund in 2025

SENTIMENT: → NEUTRAL

LEADERSHIP · JULY 2025

Morgan Stanley Direct Lending Fund CEO Resigns, Replaced by Internal Successor

In July 2025, Morgan Stanley Direct Lending Fund announced the resignation of its Chief Executive Officer, which the company stated was not the result of any disagreement. The Board concurrently appointed Michael Occi, a Managing Director at Morgan Stanley Investment Management since April 2022, as the new CEO and a director, ensuring a swift leadership transition.

CAPITAL ALLOCATION · Q3 2025 · COMPLETED

Morgan Stanley Direct Lending Fund Executes Inaugural $401 Million CLO, Diversifying its Capital Structure

In a significant strategic move to optimize its financing, Morgan Stanley Direct Lending Fund successfully priced and closed its first-ever Collateralized Loan Obligation (CLO) valued at approximately $401 million. This initiative introduces a new, long-term capital source, diversifying the company's funding away from solely relying on traditional credit facilities and unsecured notes.

Latest News

BUSINESS WIRE · OCT 5, 2026

Morgan Stanley Direct Lending Fund Announces Third Quarter 2026 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 release its financial results for the third quarter ended September 30, 2026, on Thursday, November 5, 2026, after the market closes. MSDL will host a conference call at 10:00 am ET on Friday, November 6, 2026, to review its financial results and conduct a question-and-answer session. Conference Call I.

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EARLIER COVERAGE

DEFENSE WORLD · OCT 5, 2026

Morgan Stanley Direct Lending Fund (NYSE:MSDL) vs. Main Street Capital (NYSE:MAIN) Head-To-Head Analysis

Main Street Capital (NYSE: MAIN - Get Free Report) and Morgan Stanley Direct Lending Fund (NYSE: MSDL - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, risk, institutional ownership and dividends. Analyst Ratings This is

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