Education
About Us
Working with TipRanks
Follow Us
Morgan Stanley Direct Lending Fund (MSDL)
NYSE:MSDL
Earnings Data
Report Date
Feb 27, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.49Last Year’s EPS
0.57Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with several positive outcomes such as increased investment commitments and successful financial optimizations. However, there were concerns about nonaccrual positions and a slight decline in NAV, reflecting some challenges in specific portfolio companies.Company Guidance
Increased Investment Commitments
MSDL committed $183 million to new investments, representing a 23% increase relative to the second quarter.
Strong Portfolio Performance
The portfolio remains well-diversified with 218 portfolio companies across 33 industries, maintaining a strong first lien focus with 96% first lien debt.
Successful Financial Optimizations
Closed inaugural CLO totaling approximately $401 million and repriced BMP facility, reducing spread by 30 basis points.
Stable Net Investment Income
Net investment income for the third quarter remained unchanged at $43.7 million or $0.50 per share.
Morgan Stanley Direct Lending Fund (MSDL) Earnings, Revenues Date & History
MSDL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MSDL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $16.62 | $16.46 | -0.96% |
Aug 07, 2025 | $17.62 | $17.34 | -1.59% |
May 08, 2025 | $18.20 | $17.57 | -3.46% |
Feb 27, 2025 | $19.08 | $18.66 | -2.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Morgan Stanley Direct Lending Fund (MSDL) report earnings?
Morgan Stanley Direct Lending Fund (MSDL) is schdueled to report earning on Feb 27, 2026, Before Open (Confirmed).
What is Morgan Stanley Direct Lending Fund (MSDL) earnings time?
Morgan Stanley Direct Lending Fund (MSDL) earnings time is at Feb 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MSDL EPS forecast?
MSDL EPS forecast for the fiscal quarter 2025 (Q4) is 0.49.