Morgan Stanley Direct Lending: Continues To Disappoint Going Into 2026 [Seeking Alpha]
Morgan Stanley Direct Lending Fund (MSDL)
Company Research
Source: Seeking Alpha
MSDL trades at a 16.85% discount to NAV, reflecting portfolio headwinds rather than a value opportunity. Net investment income barely covers the 11.8% yield, with rising non-accruals and limited new investment activity constraining growth. Dividend sustainability is questionable; distributions lack tax efficiency and are best suited for tax-advantaged accounts. ginton/iStock Editorial via Getty Images Overview As business development companies continue to suffer, many of them now trade at large discount to NAV valuations. Morgan Stanley Direct Lending Fund ( MSDL ) now trades at one of the deepest discount 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 rel
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MSDL
News
- Morgan Stanley Direct Lending Is In Trouble (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) was downgraded by analysts at Wells Fargo & Company from a "strong-buy" rating to a "hold" rating.MarketBeat
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) was given a new $16.00 price target on by analysts at Wells Fargo & Company.MarketBeat
- MSDL: Dividend Investors Are Likely To Get Burned Here [Seeking Alpha]Seeking Alpha
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) was downgraded by analysts at Royal Bank Of Canada from a "moderate buy" rating to a "hold" rating.MarketBeat
MSDL
Earnings
- 11/6/25 - Beat
MSDL
Sec Filings
- 1/2/26 - Form 3
- 12/23/25 - Form 8-K
- 12/16/25 - Form 4
- MSDL's page on the SEC website