Morgan Stanley Direct Lending Is In Trouble (Rating Downgrade) [Seeking Alpha]
Morgan Stanley Direct Lending Fund (MSDL)
Company Research
Source: Seeking Alpha
MSDL is in trouble because of increasing struggles of its portfolio companies. Is it time to stop buying MSDL? I think so - I've stopped reinvesting as MSDL's portfolio performs in the opposite direction it should. I view a solid discount to NAV as a warning and not a buying opportunity anymore. Panuwat Dangsungnoen/iStock via Getty Images Morgan Stanley Direct Lending Fund ( MSDL ) has been one of the most interesting BDCs to follow during the last couple of quarters. I've kept bullish outlook on this one for quite some time and This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MSDL either through stock ownership, options, or other derivatives. 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. The information, opinions, and thoughts included i
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High impacting Morgan Stanley Direct Lending Fund news events
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MSDL
News
- 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
- Morgan Stanley Direct Lending: Continues To Disappoint Going Into 2026 [Seeking Alpha]Seeking Alpha
- 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