Morgan Stanley Direct Lending Fund (MSDL) Q2 Earnings and Revenues Lag Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.63 per share a year ago.
Macro Fears? Buy 10%-Yielding Low-Risk MSDL
MSDL offers a 10.5% dividend yield, backed by a conservative, first-lien loan portfolio and strong balance sheet, making it attractive for risk-averse investors. The fund is largely insulated from trade tensions and geopolitical risks due to its focus on non-cyclical, US-based companies in sectors like healthcare and software. Recent Fed rate cuts pressured yields, but portfolio growth and stable rates should support net investment income and dividend sustainability going forward.
Morgan Stanley Direct Lending Fund (MSDL) Q1 2025 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL ) Q1 2025 Earnings Conference Call May 9, 2025 10:00 AM ET Company Participants Sanna Johnson – Head-Investor Relations Jeff Levin – Chief Executive Officer Michael Occi – President David Pessah – Chief Financial Officer Conference Call Participants Melissa Wedel – J.P. Morgan Heli Sheth – Raymond James Marissa Lobo – UBS Operator Welcome to Morgan Stanley Direct Lending First Quarter 2025 Earnings Call.
Morgan Stanley Direct Lending Fund (MSDL) Q1 Earnings and Revenues Lag Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.52 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.63 per share a year ago.
Earnings Preview: Morgan Stanley Direct Lending Fund (MSDL) Q1 Earnings Expected to Decline
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.
MSDL: Buy This 10% Yield For Troubled Times
Morgan Stanley Direct Lending Fund offers a 10% dividend yield and a low-risk business model, making it an attractive income investment in volatile markets. MSDL's Q4 2024 report showed a slight decline in net investment income due to lower interest rates and reduced fee waivers, but overall stability. The fund's portfolio quality remains high, with most loans in low-risk categories, and it trades at an attractive valuation of 0.97x net asset value.
Morgan Stanley Direct Lending Fund (MSDL) Q4 2024 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL ) Q4 2024 Earnings Conference Call February 28, 2025 10:00 AM ET Company Participants Sanna Johnson - Investor Relations Jeff Levin - Chief Executive Officer Michael Occi - President David Pessah - Chief Financial Officer Rebecca Shaoul - Head, Portfolio Management Conference Call Participants Sean-Paul Adams - Raymond James Paul Johnson - KBW Doug Harter - UBS Operator Welcome to the Morgan Stanley Direct Lending Q4 2024 Earnings Call. At this time, all participants are in a listen-only mode.
Morgan Stanley Direct Lending Fund (MSDL) Lags Q4 Earnings and Revenue Estimates
Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.67 per share a year ago.
Morgan Stanley Direct Lending Fund (MSDL) Q3 2024 Earnings Call Transcript
Morgan Stanley Direct Lending Fund (NYSE:MSDL ) Q3 2024 Earnings Conference Call November 8, 2024 10:00 AM ET Company Participants Michael Occi - Head, Investor Relations and CAO Jeff Levin - President and CEO David Pessah - Chief Financial Officer Rebecca Shaoul - Head, Portfolio Management Conference Call Participants Sean-Paul Adams - Raymond James Melissa Wedel - JP Morgan Paul Johnson - KBW Kenneth Lee - RBC Capital Markets Operator Please stand by. Welcome to the Morgan Stanley Direct Lending Fund's Third Quarter 2024 Earnings Call.
