MSDL And BXSL: High Yields Won't Save You From Negative Total Returns [Seeking Alpha]
Blackstone Secured Lending Fund (BXSL)
Company Research
Source: Seeking Alpha
Despite high dividend yields (~12%), both companies have negative total returns and trade at a discount to net asset value. I recommend a 'Sell' rating on both, as ongoing rate cuts threaten payouts and total return. oatawa/iStock via Getty Images Investment thesis The initial purpose of my article on the assets of the BDC Morgan Stanley Direct Lending Fund ( MSDL ) and Blackstone Secured Lending Fund ( BXSL ) is to make a direct comparison This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or
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BXSL
News
- Blackstone Secured Lending Fund (NYSE:BXSL) was downgraded by analysts at Wells Fargo & Company from an "overweight" rating to an "underweight" rating.MarketBeat
- I Won't Sugarcoat It, Blackstone Secured Lending Is Not A BDC To Buy [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending: Dividend Cut Unlikely In 2026 [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending's NAV, Valuation, And Dividend Versus 11 BDC Peers - Part 1 (Includes Recommendations As Of 11/28/2025) [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending Fund (NYSE:BXSL) had its price target lowered by analysts at Bank of America Corporation from $33.50 to $29.00. They now have a "buy" rating on the stock.MarketBeat
BXSL
Sec Filings
- 11/10/25 - Form 8-K
- 11/10/25 - Form 10-Q
- BXSL's page on the SEC website