Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.3B
84M shares
52-week range
$13.66 – $18.17
42% from low
Exchange
NYSE
CS
Morgan Stanley Direct Lending Fund is a fund whose investment objective is to achieve attractive risk-adjusted returns via current income and to a lesser extent, capital appreciation by investing predominantly in directly originated senior secured term loans issued by U.S. middle-market companies backed by private equity sponsors. It invests predominantly in directly originated senior secured term loans including first lien senior secured term loans including unitranche loans and second lien senior secured term loans, with the balance of the investments expected to be in higher-yielding assets such as mezzanine debt, unsecured debt, equity investments and other opportunistic asset purchases.
www.msdl.comNo one on the platform currently holds MSDL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 101,429 | $1.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-30 | $0.4500 | 2026-10-23 |
| 2026-06-30 | $0.4500 | 2026-07-24 |
| 2026-03-31 | $0.4500 | 2026-04-24 |
| 2025-12-31 | $0.5000 | 2026-01-23 |
| 2025-09-30 | $0.5000 | 2025-10-24 |
| 2025-06-30 | $0.5000 | 2025-07-25 |
| 2025-03-31 | $0.5000 | 2025-04-25 |
| 2024-12-31 | $0.5000 | 2025-01-24 |
| 2024-11-04 | $0.1000 | 2025-01-24 |
| 2024-09-30 | $0.5000 | 2024-10-25 |
No one on the platform has traded MSDL yet.
| 2024-08-05 | $0.1000 | 2024-10-25 |
| 2024-06-28 | $0.5000 | 2024-07-25 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $359M | -9.7% | $1.84 | $1.77–$1.91 | 8.5× | 4 |
| 2027 | $361M | +0.4% | $1.84 | $1.78–$1.89 | 8.5× | 4 |
| 2028 | $285M | -21.0% | $1.74 | $1.68–$1.80 | 9.0× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.45 | $0.45 | +0.2% |
| 2026-05-07 | $0.45 | $0.47 | +4.4% |
| 2026-02-26 | $0.49 | $0.49 | +0.0% |
| 2025-11-06 | $0.49 | $0.50 | +2.0% |
| 2025-08-07 | $0.52 | $0.50 | -3.8% |
| 2025-05-08 | $0.56 | $0.52 | -7.1% |
| 2025-02-27 | $0.63 | $0.57 | -9.5% |
| 2024-11-07 | $0.64 | $0.66 | +3.1% |
| +0.46% |
| $1.6B |
| — |
| MBINMerchants Bancorp | $55.35 | +0.91% | $2.5B | — |
| OXLCOxford Lane Capital Corp. | $9.73 | +2.21% | $950M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MSDL Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.09 down -78.05% YoY • Reported revenue of $59.27M up 3.55% YoY
View on StockTwits ↗$MSDL Has been offering an annualized dividend yield around 9–12% and making it attractive for income-focused investors….
View on StockTwits ↗$BCIC just had an external audit on valuations and book value done by one of the best accounting firms in the business, Deloitte. It's the only BDC I own trading at a 50% discount to it's NAV and paying a dividend covered 2 times by NII. Highly overlooked in the space. Maybe they should ALL pay for external audits and follow suit? $BIZD $OWL $OBDC $BXSL $MSDL https://x.com/i/status/2062234517692366854
View on StockTwits ↗@PerfectPicks I doubt most people who own $OWL are even on StockTwits (no offense). This isn’t a momentum stock until it appears on a morning gappers screener one day. Take your pick at any other private credit / direct lender ticker $MSDL $ARCC $ARES $APO ect. Those boards aren’t exactly lighting up with excitement on a daily basis either. Wait until they have alrady doubled or more, then you get the momentum chasers involved. Nothing wrong with that type of trading if that’s your thing but that isn’t what these are, hence the yields.
View on StockTwits ↗https://marketbeat.com/a/8649188/ $MSDL Morgan Stanley Direct Lending Fund Q1 Earnings Call Highlights
View on StockTwits ↗$MSDL Share Price: $14.13 Contract Selected: Sep 18, 2026 $15 Calls Buy Zone: $0.17 – $0.21 Target Zone: $0.27 – $0.34 Potential Upside: 53% ROI Time to Expiration: 168 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$MSDL CEO purchased 7,000 shares at $14.87 for a total of $104,098. Occi Michael Jr. now owns 28,500 shares. https://ceo-buys.com
View on StockTwits ↗$BXSL Buyer of $ARCC $BXSL and $MSDL this morning.
View on StockTwits ↗$MSDL In for 600@$14.71 this morning. 12.23% yield even with the divvy cut.
View on StockTwits ↗$MSDL Reduce your divvy and this is the result. Let’s hope it’s isolated. I have about 15% of my portfolio in BCDs and REITs. 🤞
View on StockTwits ↗$MSDL Current Stock Price: $15.76 Contracts to trade: $16.0 MSDL Feb 20 2026 Call Entry: $0.09 Exit: $0.12 ROI: 31% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$MSDL is a middle-market investment bank and brokerage; its revenue is highly cyclical and tied to capital markets activity and transaction volumes.
View on StockTwits ↗$HTGC $MSDL $ARCC BDCs getting killed. Is this directly a result of projected additional rate cuts or is there actually something to this private credit scare? Thought it was overblown, but maybe not?
View on StockTwits ↗$MSDL Short‑term swings mask the deeper question: can discipline hold; free‑cash‑flow conversion needs to normalize — any stumble could quickly widen valuation discounts. Markets will follow data, not narratives.
View on StockTwits ↗$MSDL should I buy now. Interest rates coming down...so your thoughts Is it good for bdc in general?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.