MSDL
Morgan Stanley Direct Lending Fund
$15.55
+0.71%
No data for this timeframe.
Vol
Analyst ConsensusBuy (54%)
Inst. Holders45 funds
Inst. Value$309.3M
Inst. Activity4 buys / 5 sells
Insider Activity5B / 0S
Insider Net $$339.9K
SEC Reports5
Recent Activity
May 29, 2026
SEC
Principal Accounting Officer Jonathan Frohlinger resigned effective May 26, 2026, with no disagreement cited. The depart
8-K — Impact 2/10
Apr 27, 2026
SEC
MSDL entered into a First Amendment to its $1.45B senior secured revolving credit facility, extending the commitment ter
8-K — Impact 4/10
Apr 17, 2026
SEC
Morgan Stanley Direct Lending Fund (MSDL) has filed a definitive proxy statement for its 2026 annual meeting, where shar
DEFA14A — Impact 2/10
Mar 5, 2026
Insider
Day Jeff M. bought 5,000 shares
Co-President @ $14.90 ($74.5K)
Mar 3, 2026
Insider
MILLER DAVID N bought 5,000 shares
Director @ $14.69 ($73.5K)
Mar 3, 2026
Insider
Mizrachi Orit bought 1,000 shares
See Remarks @ $14.49 ($14.5K)
Inst.
Russell Investments Group, Ltd. — DOUBLED
721,949 shares ($10.1M)
Inst.
FRANKLIN RESOURCES INC — TRIM
186,811 shares ($2.6M)
Price Targets
$15.61
+0.4% upside
Hold
Current $15.55
Low $14.00
Median $16.00
High $17.00
7 analysts
$14.00
$17.00
Analyst Ratings
2Strong Buy
5Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 20, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 16, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Mar 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Mar 13, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Mar 5, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.46 ▼ -1.3% | $0.44 — $0.47 | -9% YoY | 6 |
| Next Q | $0.46 ▲ +0.6% | $0.45 — $0.47 | -8% YoY | 6 |
| Current FY | $1.83 | $1.78 — $1.89 | -9% YoY | 7 |
| Next FY | $1.83 ▲ +1.3% | $1.76 — $1.89 | -0% YoY | 7 |
Latest Reports
NEUTRAL
8-K
2/10
Principal Accounting Officer Jonathan Frohlinger resigned effective May 26, 2026, with no disagreement cited. The depart
May 29, 2026
NEUTRAL
8-K
4/10
MSDL entered into a First Amendment to its $1.45B senior secured revolving credit facility, extending the commitment ter
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $221.6M | — |
| TWO SIGMA INVESTMENTS, LP | $12.4M | DOUBLED |
| Russell Investments Group, Ltd. | $10.1M | DOUBLED |
| TORONTO DOMINION BANK | $8.7M | ADD |
| Sumitomo Mitsui Trust Group, | $7.8M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 5, 2026 | Day Jeff | BUY | $74.5K |
| Mar 3, 2026 | MILLER DAVID | BUY | $73.5K |
| Mar 3, 2026 | Mizrachi Orit | BUY | $14.5K |
| Mar 2, 2026 | Occi Michael | BUY | $104.1K |
| Mar 2, 2026 | MILLER DAVID | BUY | $73.4K |
45 institutional holders with $309.3M total value (22,154,060 shares) as of 2026-Q1. Top holders: MORGAN, TWO, Russell. Net selling activity: 5 institutions trimmed/exited vs 4 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 15,874,362 | $221.6M | 71.6% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 889,349 | $12.4M | 4.0% | DOUBLED +147.5% |
| 3 | Russell Investments Group, Ltd. | 721,949 | $10.1M | 3.3% | DOUBLED +197.8% |
| 4 | TORONTO DOMINION BANK | 622,212 | $8.7M | 2.8% | ADD +26.2% |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 558,113 | $7.8M | 2.5% | ADD +36.2% |
| 6 | WELLS FARGO & COMPANY/MN | 542,796 | $7.6M | 2.4% | DOUBLED +920.8% |
| 7 | Trexquant Investment LP | 409,326 | $5.7M | 1.8% | ADD +89.3% |
| 8 | HighTower Advisors, LLC | 265,284 | $3.7M | 1.2% | — |
| 9 | FRANKLIN RESOURCES INC | 186,811 | $2.6M | 0.8% | TRIM -49.7% |
| 10 | Neuberger Berman Group LLC | 162,067 | $2.3M | 0.7% | TRIM -29.2% |
| 11 | ExodusPoint Capital Management, LP | 160,332 | $2.2M | 0.7% | — |
| 12 | Point72 Asset Management, L.P. | 154,421 | $2.2M | 0.7% | — |
| 13 | Rockefeller Capital Management L.P. | 151,034 | $2.1M | 0.7% | ADD +44.2% |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | 116,753 | $1.6M | 0.5% | DOUBLED +909.4% |
| 15 | STATE STREET CORP | 105,464 | $1.5M | 0.5% | — |
| 16 | RAYMOND JAMES FINANCIAL INC | 106,424 | $1.5M | 0.5% | ADD +40.8% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 101,429 | $1.4M | 0.5% | TRIM -74.5% |
| 18 | STIFEL FINANCIAL CORP | 93,114 | $1.3M | 0.4% | TRIM -32.8% |
| 19 | GOLDMAN SACHS GROUP INC | 88,847 | $1.2M | 0.4% | — |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,000 | $1.2M | 0.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | DOUBLED | 242,417 | 721,949 | +197.8% | $10.1M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 371,094 | 186,811 | -49.7% | $2.6M | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 104,768 | 151,034 | +44.2% | $2.1M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 11,567 | 116,753 | +909.4% | $1.6M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 27,915 | 65,882 | +136.0% | $919.7K | 2026-Q1 |
| Beacon Pointe Advisors, LLC | TRIM | 47,189 | 32,500 | -31.1% | $453.7K | 2026-Q1 |
| Marex Group plc | TRIM | 71,050 | 25,000 | -64.8% | $349.0K | 2026-Q1 |
| Centiva Capital, LP | TRIM | 22,910 | 13,287 | -42.0% | $185.5K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 50,710 | 10,270 | -79.7% | $143.4K | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 341,312 | 844,770 | +147.5% | $13.9M | 2025-Q4 |
| TORONTO DOMINION BANK | ADD | 565,621 | 713,641 | +26.2% | $11.8M | 2025-Q4 |
| Trexquant Investment LP | ADD | 236,752 | 448,097 | +89.3% | $7.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 522,788 | 133,500 | -74.5% | $2.2M | 2025-Q4 |
| STIFEL FINANCIAL CORP | TRIM | 139,425 | 93,742 | -32.8% | $1.5M | 2025-Q4 |
| Marex Group plc | ADD | 49,601 | 71,050 | +43.2% | $1.2M | 2025-Q4 |
| Lido Advisors, LLC | DOUBLED | 19,478 | 63,614 | +226.6% | $1.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 84,530 | 50,710 | -40.0% | $835.7K | 2025-Q4 |
| Beacon Pointe Advisors, LLC | DOUBLED | 23,500 | 47,189 | +100.8% | $777.7K | 2025-Q4 |
| Invesco Ltd. | TRIM | 68,369 | 27,915 | -59.2% | $460.0K | 2025-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 18,707 | 27,629 | +47.7% | $455.3K | 2025-Q4 |
| Centiva Capital, LP | NEAR_EXIT | 150,958 | 22,910 | -84.8% | $377.6K | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 175,727 | 11,567 | -93.4% | $190.6K | 2025-Q4 |
| Allworth Financial LP | TRIM | 2,606 | 1,000 | -61.6% | $16.5K | 2025-Q4 |
| MARSHALL WACE, LLP | DOUBLED | 92,501 | 543,182 | +487.2% | $8.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 35,620 | 522,788 | +1367.7% | $8.4M | 2025-Q3 |
4 unique insiders with 5 transactions. Net insider value: $339.9K ($339.9K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 5, 2026 | Day Jeff M. | Co-President | BUY | 5,000 | $14.90 | $74.5K |
| Mar 3, 2026 | MILLER DAVID N | Director | BUY | 5,000 | $14.69 | $73.5K |
| Mar 3, 2026 | Mizrachi Orit | See Remarks | BUY | 1,000 | $14.49 | $14.5K |
| Mar 2, 2026 | Occi Michael Jr. | Chief Executive Officer | BUY | 7,000 | $14.87 | $104.1K |
| Mar 2, 2026 | MILLER DAVID N | Director | BUY | 5,000 | $14.68 | $73.4K |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.2/10.
NEUTRAL
8-K
2/10
Principal Accounting Officer Jonathan Frohlinger resigned effective May 26, 2026, with no disagreeme
May 29, 2026
NEUTRAL
8-K
4/10
MSDL entered into a First Amendment to its $1.45B senior secured revolving credit facility, extendin
Apr 27, 2026
NEUTRAL
DEFA14A
2/10
Morgan Stanley Direct Lending Fund (MSDL) has filed a definitive proxy statement for its 2026 annual
Apr 17, 2026
BULLISH
CLUSTER
7/10
Five insiders at Morgan Stanley Direct Lending Fund (MSDL) collectively purchased $340K worth of sha
Mar 5, 2026
BULLISH
CLUSTER
6/10
Three corporate insiders, including CEO Michael Occi Jr., purchased MSDL shares in open-market trans
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (54% buy). Based on 13 analysts: 2 strong buy, 5 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$15.61 mean target
+0.4% upside
Hold (2.57)
$14.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $15.55 |
| Target Low | $14.00 |
| Target Mean | $15.61 |
| Target Median | $16.00 |
| Target High | $17.00 |
| # Analysts | 7 |
| Recommendation | Hold (2.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.46 | $0.44 | $0.47 | -8.9% | -1.3% | 1↑ 3↓ | $0.1B | -9.5% | 6 |
| Next Q 2026-09-30 |
$0.46 | $0.45 | $0.47 | -8.4% | +0.6% | 2↑ 2↓ | $0.1B | -10.0% | 6 |
| Current FY 2026-12-31 |
$1.83 | $1.78 | $1.89 | -8.7% | +0.2% | 3↑ 2↓ | $0.4B | -9.7% | 7 |
| Next FY 2027-12-31 |
$1.83 | $1.76 | $1.89 | -0.1% | +1.3% | 3↑ 2↓ | $0.4B | -1.4% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.455 | |
| 7d ago | $0.454 | +0.002 |
| 30d ago | $0.461 | -0.006 |
| 60d ago | $0.463 | -0.008 |
| 90d ago | $0.463 | -0.007 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 20, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 16, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Mar 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 13, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Mar 2, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 2, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Jan 7, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| May 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Apr 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Mar 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 2 | 5 | 6 | 0 | 0 | 54% | |
| Jan 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
MSDL Q1 2026 Earnings Scheduled — 2026-05-07
Apr 28, 2026
short_interest
FTD: MSDL — 43,404 shares ($0.7M) failed to deliver
Settlement: 20260428, Price: $15.06, FTD Value: $653,664.24, MORGAN STANLEY DIRECT LENDING
Apr 27, 2026
short_interest
FTD: MSDL — 115,464 shares ($1.7M) failed to deliver
Settlement: 20260427, Price: $15.03, FTD Value: $1,735,423.92, MORGAN STANLEY DIRECT LENDING
Mar 3, 2026
short_interest
FTD: MSDL — 113,830 shares ($1.7M) failed to deliver
Settlement: 20260303, Price: $14.73, FTD Value: $1,676,715.9, MORGAN STANLEY DIRECT LENDING
Mar 2, 2026
short_interest
FTD: MSDL — 146,545 shares ($2.2M) failed to deliver
Settlement: 20260302, Price: $14.80, FTD Value: $2,168,866, MORGAN STANLEY DIRECT LENDING
Feb 26, 2026
earnings_calendar
MSDL Q4 2025 Earnings After Market Close — 2026-02-26