Morgan Stanley Direct Lending Fund (MSDL)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from MSDL's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Morgan Stanley Direct Lending Fund's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Net income | $83M | $49M | $231M | $216M | $122M |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $2.67 | $0.79 | $3.11 | $2.43 | $1.40 |
| Operating margin | — | — | — | — | — |
Superinvestors who own MSDL
From each investor's latest 13F filing (what a 13F shows).
Insider buying
Open-market purchases by Morgan Stanley Direct Lending Fund's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 5, 2026 | Jeff M Day |
5,000 | $14.89 | $74,450 |
| Mar 2, 2026 | Michael Jr. Occi |
7,000 | $14.87 | $104,090 |
| Nov 11, 2025 | Ashwin Krishnan |
3,000 | $16.72 | $50,160 |
| Nov 10, 2025 | Bruce D Frank |
600 | $16.41 | $9,846 |
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In the full deep dive
Questions
Are Morgan Stanley Direct Lending Fund insiders buying the stock?
4 open-market insider purchases of MSDL in the last 12 months, from SEC Form 4 filings.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.