Morgan Stanley Direct Lending offers an 11.9% dividend yield and trades near its 52-week low at a 19% discount to book value. MSDL maintains strong credit quality, full dividend coverage, and a conservative portfolio with 96% first-lien senior secured loans and minimal non-accruals. It benefits from a low 1% base management fee, diversified sector exposure, and a solid balance sheet with no debt maturities until 2027.
The company is a leader in high-speed data connections used in AI data centers.
JPMorgan, Commvault Systems and Westinghouse Air Brake Technologies stand out for robust earnings growth and rising analyst estimates.
Bank stocks are setting the tone this week, with a slew of upbeat post-earnings reactions propping up Wall Street.
MS' Q3 earnings jump 49% on booming deal-making activity and strong trading, pushing shares up almost 4.5% pre-market.
Kinder Morgan (NYSE: KMI) is a prominent energy infrastructure firm that specializes in the transportation and storage of natural gas, oil, CO₂, and bulk materials. The company is scheduled to announce its fiscal third-quarter earnings on Wednesday, October 15, 2025.
The big tailwind for Goldman Sachs (GS) and Morgan Stanley (MS) is expected to be the resurgence in M&A in '25, particularly around AI and all the deals which have seemed to pop up on a weekly basis the last 3 months. Analyst consensus for GS coming into Tuesday morning's release is for $11 billion (even) in net revenue and $10.99 in EPS, for expected y-o-y growth of 11% and 31%, respectively. Morgan Stanley consensus for Wednesday morning's October 15th, 2025, expected earnings release is $16.7 billion in revenue and $2.10 in EPS, for expected y-o-y growth of 9% and 12%, respectively.
Morgan Stanley (NYSE:MS) is scheduled to announce its earnings on Wednesday, October 15, 2025. The earnings forecast stands at $2.07, up from $1.88 during the same quarter last year, while revenue is expected to increase by approximately 6.5% to reach $16.4 billion.
MS's Q3 results are set to shine, fueled by robust trading activity and rising investment banking fees.
Morgan Stanley on Friday told its financial advisors that the firm was broadening access to crypto investments to all clients and allowing such investments in any type of account, including retirement accounts, CNBC has learned. Starting Oct. 15, advisors will be able to pitch crypto funds to any client.
Lion Finance Group PLC (LSE:BGEO) may not yet roar on UK screens, but JP Morgan thinks it deserves a louder following. The US bank has begun coverage with an “overweight” rating and a December 2026 price target of £92, calling it a “structural emerging markets growth story” and an “Apex compounder”.
“Better late than never,” a Morgan Stanley analyst says as he cheers booming memory prices that could drive “substantially higher earnings power” for Micron.