Morgan Stanley Direct Lending Fund (MSDL) offers a compelling 16% discount to book value, backed by high-quality first-lien loans and strong spillover income. MSDL's 96% first-lien, floating-rate loan portfolio positions it defensively versus peers, with non-accruals below the sector average. Despite narrowing NII-dividend coverage, spillover income of $0.82 per share provides a buffer, making a near-term dividend cut unlikely.
Morgan Advanced Materials plc (MCRUF) Discusses Multiyear Strategy to Drive Higher Margins and Portfolio Value Prepared Remarks Transcript
Smithfield Foods, Inc. (SFD) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
MS shares jump 34.5% YTD. Does the M&A rebound and its wealth and asset management push make the stock an attractive bet?
Molson Coors Beverage Company (TAP) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Central Garden & Pet Company (CENT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Morgan Stanley (MS) whose price grew 18% since my bullish call last winter, is being slightly pulled back to a hold but remains a strong dividend income idea. Q3 results showed net new client inflows, momentum in advisory work, and strong A-level credit ratings across the board, against a challenging macro backdrop in 2025. The stock appears somewhat overvalued to its peer average, with future upside forecasts being minimal.
Morgan Stanley remains a buy, supported by strong wealth management growth, recurring revenue, and a robust balance sheet. MS delivered impressive Q3 results, with earnings beating estimates and client assets nearing its $10 trillion target by 2026/2027. Easing regulatory capital requirements and excess capital position enable accelerated buybacks and ongoing dividend growth for MS.
Does GS' surging M&A momentum and valuation edge meet MS' wealth-fueled stability in this Wall Street upside showdown? Let us find out.
MS' 31.6% rally and revived M&A activity highlight its strategic shift and raise the question of whether now is the moment to buy. Let's find out.
RBC has taken the scalpel to Morgan Advanced Materials plc (LSE:MGAM), downgrading the shares from 'outperform' to 'sector perform' and trimming its price target from 250p to 210p. The shares fell 3% to 188.8p.