MSDL
Morgan Stanley Direct Lending Fund
NYSE: MSDL · FINANCIAL SERVICES · ASSET MANAGEMENT
$15.09
-0.72% today
Updated 2026-04-29
Market cap
$1.29B
P/E ratio
10.78
P/S ratio
3.24x
EPS (TTM)
$1.40
Dividend yield
13.20%
52W range
$14 – $18
Volume
0.8M
Morgan Stanley Direct Lending Fund (MSDL) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
1 of 8
Last 8 quarters
Avg EPS surprise
-22.0%
Last 4 quarters
Revenue YoY growth
+3.4%
Most recent quarter
EPS YoY growth
-15.5%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-3.5%
Last 3 reports
Positive reaction rate
0%
0 of 3 quarters
Largest single-day move
-5.2%
2026-02-26
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-26 | $0.49 | -5.8% | $15.62 | $14.80 | -5.2% |
| 2025-11-06 | $0.32 | -38.5% | $16.85 | $16.46 | -2.3% |
| 2025-08-07 | $0.50 | -5.7% | $18.44 | $17.88 | -3.0% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $0.52 | $0.49 | -5.8% | $86.92M | +3.4% |
| 2025-09-30 | $0.52 | $0.32 | -38.5% | $64.68M | -23.9% |
| 2025-06-30 | $0.53 | $0.50 | -5.7% | $73.04M | -16.0% |
| 2025-03-31 | $0.55 | $0.34 | -38.2% | $65.44M | -14.5% |
| 2024-12-31 | $0.60 | $0.58 | -3.3% | $84.03M | +1.4% |
| 2024-09-30 | $0.61 | $0.60 | -1.6% | $85.00M | — |
| 2024-06-30 | $0.62 | $0.63 | +1.6% | $86.92M | — |
| 2024-03-31 | $0.65 | $0.63 | -3.1% | $76.57M | — |
| 2023-12-31 | $0.66 | $0.67 | +1.5% | $82.86M | — |
Frequently asked questions
Has Morgan Stanley Direct Lending Fund beaten earnings estimates?
Morgan Stanley Direct Lending Fund has beaten Wall Street EPS estimates in 1 of its last 8 quarterly reports, with an average EPS surprise of -22.0% over the last 4 quarters.
How does MSDL stock react to earnings?
MSDL stock has moved an average of -3.5% in the trading day following earnings over its last 3 reports, with positive reactions in 0% of those quarters.
What is Morgan Stanley Direct Lending Fund's revenue growth rate?
Morgan Stanley Direct Lending Fund reported year-over-year revenue growth of +3.4% in its most recent quarter, with EPS growing -15.5% year-over-year.