MSDL: From One Extreme To Another [Seeking Alpha]
Morgan Stanley Direct Lending Fund (MSDL)
Company Research
Source: Seeking Alpha
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. Here, I detail a case why the market has punished MSDL too hard. https://www.fotogestoeber.de/iStock via Getty Images I have been one of the first Seeking Alpha analysts who has identified Morgan Stanley Direct Lending Fund ( NYSE: MSDL ) and covered it almost from 'day 1', when the BDC tapped the IPO market. My original piece was very bullish due 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. Se
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High impacting Morgan Stanley Direct Lending Fund news events
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MSDL
News
- 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
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) was downgraded by analysts at Royal Bank Of Canada from an "outperform" rating to a "sector perform" rating.MarketBeat
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
- Morgan Stanley Direct Lending Fund (NYSE:MSDL) had its price target raised by analysts at JPMorgan Chase & Co. from $16.00 to $16.50. They now have a "neutral" rating on the stock.MarketBeat
MSDL
Earnings
- 11/6/25 - Beat
MSDL
Sec Filings
- 11/12/25 - Form 4
- 11/6/25 - Form 8-K
- 11/6/25 - Form 40-17G
- MSDL's page on the SEC website