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MSDL · Morgan Stanley Direct Lending Fund

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$15.46 -0.11 (-0.71%) At close · Aug 14
Market Cap
$1.28B
Shares
84.11M

Morgan Stanley Direct Lending Fund Earnings Call Transcripts

Every quarterly earnings call for Morgan Stanley Direct Lending Fund (MSDL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Earnings call
FY26 · Q2
2026-08-07
Morgan Stanley Direct Lending Q2 2026 Earnings Call
Diluted EPS
$0.09
▼ 78% YoY
Audio Transcript Slides 8-K10-Q
Annual General Meeting
Investor event
2026-06-01
MSDL 2026 Annual Meeting of Shareholders
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
Morgan Stanley Direct Lending Fund Q1 FY2026 Earnings Call
Positive tone Capital deployment and origination Earnings and dividend coverage Market environment and spreads
Diluted EPS
$-0.05
▼ 114.7% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Morgan Stanley Direct Lending Fund Q4 FY2025 Earnings Call
Positive tone Dividend and Distribution Policy Joint Venture and Balance Sheet Credit Quality and Underwriting
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Morgan Stanley Direct Lending Fund Q3 FY2025 Earnings Call
Confident tone Earnings and Dividend Portfolio Quality and Credit Balance Sheet Optimization
Diluted EPS
$0.32
▼ 46.7% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Morgan Stanley Direct Lending Fund Q2 FY2025 Earnings Call
Positive tone Deployments and pipeline Leadership transition Tariffs and macro uncertainty
Diluted EPS
$0.41
▼ 37.9% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Morgan Stanley Direct Lending Fund Q1 FY2025 Earnings Call
Positive tone Tariff/Macro Volatility Impact Portfolio Deployment M&A / LBO Market Activity
Diluted EPS
$0.34
▼ 42.4% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Morgan Stanley Direct Lending Fund Q4 FY2024 Earnings Call
Confident tone Capital deployment and origination Tariffs and government policy risk Leverage and balance sheet positioning
Results not yet reported
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Morgan Stanley Direct Lending Fund Q3 FY2024 Earnings Call
Confident tone Net asset value and net investment income Origination platform and sponsor relationships Credit quality and portfolio composition
Diluted EPS
$0.60
▼ 41.2% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Morgan Stanley Direct Lending Fund Q2 FY2024 Earnings Call
Diluted EPS
$0.66
▼ 16.5% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Morgan Stanley Direct Lending Fund Q1 FY2024 Earnings Call
Confident tone Investment activity and deal pipeline Dividend and distribution policy Leverage ramp to target
Diluted EPS
$0.59
▼ 4.8% YoY
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-03-01
Morgan Stanley Direct Lending Fund Q4 FY2023 Earnings Call
Confident tone Sourcing platform differentiation Market outlook / deal flow Investment strategy / sector avoidance
Results not yet reported
Audio Transcript Slides 8-K10-K
Showing 1–12 of 12 earnings calls
Key facts CIK 1782524 CUSIP 61774A103 13F (30d) 135 filings 131 filers Visit website Investor relations

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