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USFinancial Services

Morgan Stanley Direct Lending Fund (MSDL)

US · Financial Services · Asset Management

$14.88+1.09%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$82.6M
Revenue YoY
+13.1%
Net profit
$7.9M
Profit YoY
-78.0%
EPS
$0.45
EPS estimate
$0.44
Net margin
9.6%

EPS came in at 0.45 against a street estimate of 0.44 — a beat of 2.3%.

Key statistics

Market cap
$1.24B
P/E
21.3
Forward P/E
7.8
P/B
0.75
Book value
$19.50
EPS (TTM)
$0.69
Dividend yield
12.98%
52-week high
$16.34
52-week low
$13.13
50-day MA
$15.27
200-day MA
$15.55
Beta
0.64

Analyst view

Analysts rate Morgan Stanley Direct Lending Fund a hold (1 buy, 5 hold, 0 sell out of 6) with an average price target of $15.61.

Shareholding

Insiders
0.60%
Institutions
35.43%

Largest institutional holders

FundStake
Morgan Stanley - Brokerage Accounts18.87%
Generali Asset Management SPA SGR2.18%
UBS Group AG1.90%
Van Eck Associates Corporation1.71%
Lunate Capital Ltd1.31%
RiverNorth Capital Management, LLC1.25%
Two Sigma Investments LLC1.06%
Muzinich & Co Inc1.00%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
MORGAN STANLEY DIRECT LENDING FUND 10-Q Summary for Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Net Assets: $1,647.9 million as of Jun
2026-08-06
Results announced · Q3 2026
MORGAN STANLEY DIRECT LENDING FUND (MSDL) - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net investment income: $38.2 million ($0.45 per share) for
2026-08-06
Material agreement · Q3 2026
MORGAN STANLEY DIRECT LENDING FUND – 8-K SUMMARY HEADLINE NUMBERS • Company issued $350.0 million in aggregate principal amount of 6.100% notes due
2026-07-09
Reg FD disclosure · Q2 2026
MORGAN STANLEY DIRECT LENDING FUND – 8-K SUMMARY HEADLINE NUMBERS • No financial metrics disclosed in this filing • This is an announcement-only doc
2026-07-06
Material agreement · Q2 2026
MORGAN STANLEY DIRECT LENDING FUND – 8-K SUMMARY HEADLINE NUMBERS • Company issued $350,000,000 in debt securities (6.100% Notes due 2031) • Interes
2026-07-01
Quarterly report · Q1 2026
MORGAN STANLEY DIRECT LENDING FUND — 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total net assets: $1,690,467 thousand ($1.69
2026-05-07
Proxy statement · Q2 2026
MORGAN STANLEY DIRECT LENDING FUND – 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect two directors for three-year terms expir
2026-04-17
Annual report FY2025
MORGAN STANLEY DIRECT LENDING FUND (MSDL) – 10-K SUMMARY HEADLINE NUMBERS • Market capitalization (non-affiliate holdings): $1,628 million as of Jun
2026-02-26

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.45 / share
ex-date Sep 30, 2026 · pay Oct 23, 2026
2026-09-30
Dividend$0.45 / share
ex-date Jun 30, 2026 · pay Jul 24, 2026
2026-06-30
Dividend$0.45 / share
ex-date Mar 31, 2026 · pay Apr 24, 2026
2026-03-31
Dividend$0.50 / share
ex-date Dec 31, 2025 · pay Jan 23, 2026
2025-12-31
Dividend$0.50 / share
ex-date Sep 30, 2025 · pay Oct 24, 2025
2025-09-30

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Data updated 2026-09-18.