Morgan Stanley Direct Lending Corp. (MSDL)
NYSE NYSE Primary 
Morgan Stanley Direct Lending Fund (MSDL) Q2 2026 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q2 2026 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Surpasses Q2 Earnings and Revenue Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.5 per share a year ago.
Analysts Estimate Morgan Stanley Direct Lending Fund (MSDL) to Report a Decline in Earnings: What to Look Out for
Morgan Stanley Direct Lending Fund (MSDL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q1 Earnings and Revenues Surpass Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.52 per share a year ago.
Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (MSDL) Q4 Earnings Meet Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.49 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.57 per share a year ago.
MSDL: Dividend Investors Are Likely To Get Burned Here
MSDL has glided into a deep discount territory. In the meantime, the dividend has remained covered and offers now a yield close to 12%. Since 95% of MSDL's portfolio lies in non-cyclical sectors, there might be a case for locking in a high-quality 12% yield.
Morgan Stanley Direct Lending Fund (MSDL) Q3 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund ( MSDL ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Sanna Johnson Michael Occi - CEO & Director David Pessah - Chief Financial Officer Rebecca Shaoul - Managing Director Conference Call Participants Melissa Wedel - JPMorgan Chase & Co, Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Kenneth Lee - RBC Capital Markets, Research Division Ethan Kaye - Lucid Capital Markets, LLC, Research Division Presentation Operator Welcome to Morgan Stanley Direct Lending Fund Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Morgan Stanley Direct Lending Fund (MSDL) Tops Q3 Earnings and Revenue Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.66 per share a year ago.
MSDL: From One Extreme To Another
Since May 2025, I have been bearish on the Morgan Stanley Direct Lending Fund. My concern was that MSDL's price-to-NAV aligned valuation did not factor in the forthcoming pressures from base rate cuts. While my thesis has turned out to be correct, I am surprised about the magnitude of the realized correction.
Morgan Stanley Direct Lending Fund (MSDL) Q2 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Ashwin Krishnan - Corporate Participant David Pessah - Chief Financial Officer David Miller - Corporate Participant Michael Occi - CEO & Director Sanna Johnson - Corporate Participant Conference Call Participants Cory Johnson - UBS Investment Bank, Research Division Heli Sheth - Raymond James & Associates, Inc., Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Paul Conrad Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Operator Welcome to Morgan Stanley Direct Lending Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded.
