MSDL: Time To Buy The Dip And Lock In 13% Yield [Seeking Alpha]
Morgan Stanley Direct Lending Fund (MSDL)
Company Research
Source: Seeking Alpha
Currently, MSDL trades at ~26% discount to NAV, which is the lowest level it has ever had and also way below the sector average. The key driver behind the depressed valuation is the increased credit risk. In the article I share why the aggressive discounting by the market lacks any logical basis. I'm assigning a buy here. gopixa/iStock via Getty Images I was one of the first Seeking Alpha analysts who initiated coverage on Morgan Stanley Direct Lending Fund ( MSDL While my initial thesis was bullish, in May 2025, I decided to downgrade the position to This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of KBDC 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. Seeking Alpha's Disclosu
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MSDL
News
- Morgan Stanley Direct Lending Fund Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference CallBusiness Wire
- 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
- Morgan Stanley Direct Lending: Continues To Disappoint Going Into 2026 [Seeking Alpha]Seeking Alpha
MSDL
Earnings
- 11/6/25 - Beat
MSDL
Sec Filings
- 2/12/26 - Form SCHEDULE
- 1/26/26 - Form 8-K
- 1/2/26 - Form 3
- MSDL's page on the SEC website