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Stocks MSDL

NYSE

Morgan Stanley Direct Lending Fund (MSDL)

At June 30, 2026 it held $65.8M in cash against $2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.

Watch MSDL in 60 seconds
Price
$14.16
-0.91% on the day · September 28, 2026
52-week range $13.66 to $17.91
Market cap
$1.2B
P/E
10.1
on FY2025 diluted EPS

What Morgan Stanley Direct Lending Fund does

Its shares trade on NYSE under the ticker MSDL.

Revenue and profit by year

Net income
FY21: $83.3M $83.3M FY21FY23: $48.5M $48.5M FY23FY23: $231M $231M FY23FY24: $215.6M $215.6M FY24FY25: $122.1M $122.1M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025n/an/a$122.1M$1.40n/a
2024n/an/a$215.6M$2.43n/a
2023n/an/a$231M$3.11n/a
2023n/an/a$48.5M$0.79n/a
2021n/an/a$83.3M$2.67n/a

Full financial statements: income, balance sheet and cash flow

Next report expected around November 5, 2026.

Estimated from its filing rhythm: 52 weeks after its report of November 6, 2025. Not a date the company has announced. See the report calendar

Dividends

It paid out $184M in cash dividends, 151% of its net income.

Fiscal yearPer sharePaid outOf profit
2025n/a$184M151%
2024n/a$169.1M78%
2023$2.27$110.5M48%
2023$1.92$85.7M177%
2021n/a$38.2M46%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Morgan Stanley Direct Lending Fund has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. August 6, 2026
  2. August 6, 2026
    Quarterly report 10-Q · period to June 30, 2026Diluted EPS $0.09 versus $0.41.
  3. July 9, 2026
  4. July 6, 2026
  5. July 1, 2026
  6. July 1, 2026
  7. June 29, 2026
  8. June 29, 2026
  9. June 29, 2026
  10. June 2, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on March 5, 2026. Insider transactions on SEC

Insider trades

What the people running Morgan Stanley Direct Lending Fund did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider trades were reported in the last 90 days.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
March 5, 2026 Day Jeff M.Co-President Boughtindirect 5,000 $14.90 $74.5K Form 4
March 3, 2026 Miller David NDirector Bought 5,000 $14.69 $73.5K Form 4
March 3, 2026 Mizrachi OritSee Remarks Bought 1,000 $14.49 $14.5K Form 4
March 2, 2026 Occi Michael Jr.Chief Executive Officer, Director Bought 7,000 $14.87 $104.1K Form 4
March 2, 2026 Miller David NDirector Bought 5,000 $14.68 $73.4K Form 4
November 11, 2025 Krishnan AshwinChief Investment Officer Bought 3,000 $16.72 $50.2K Form 4
November 10, 2025 Frank Bruce DDirector Boughtindirect 600 $16.41 $9.8K Form 4
October 6, 2025 Binstock JoanDirector Boughtindirect 9,030 $16.64 $150.2K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns MSDL

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

We have not read this company's Schedule 13D and 13G filings yet.

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

7 insiders reported holding 129,614 shares in total, about $1.8M at the last price.

HolderSharesAs of
Binstock JoanDirector 50,04250,042 held indirectly October 6, 2025
Occi Michael Jr.Chief Executive Officer, Director 28,500 March 2, 2026
Day Jeff M.Co-President 22,81822,818 held indirectly March 5, 2026
Miller David NDirector 15,000 March 3, 2026
Mizrachi OritSee Remarks 5,867 March 3, 2026
Frank Bruce DDirector 4,3874,387 held indirectly November 10, 2025
Krishnan AshwinChief Investment Officer 3,000 November 11, 2025

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about MSDL

What does Morgan Stanley Direct Lending Fund do?

Its shares trade on NYSE under the ticker MSDL.

Is Morgan Stanley Direct Lending Fund profitable?

Yes. Over the twelve months to June 30, 2026 it reported net income of $59.7M.

When did Morgan Stanley Direct Lending Fund last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to June 30, 2026.

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Follow MSDL

Get an email when Morgan Stanley Direct Lending Fund files with the SEC: results, executive changes, material agreements and annual reports.

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Where the numbers come from

Financial figures are the values Morgan Stanley Direct Lending Fund tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.