Pulling SEC filings + quote and writing the call…

Morgan Stanley Direct Lending Fund
Next earnings Aug 5, 2026 · consensus $0.47 EPS, $92.7M rev
Last earnings -1.1% on 2026-05-07
Mixed signals in the latest filings.
Weak on both the fundamentals and the price — little to like at the current level.
Sources: SEC EDGAR (CIK 0001782524, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 6:40:46 PM.
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Morgan Stanley Direct Lending Fund shows limited reported revenue, and 7.0% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $83.3M | $48.5M | $231M | $216M | $122M |
| Diluted EPS | $2.67 | $0.79 | $3.11 | $2.43 | $1.40 |
| Net margin | — | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1047 tracked peers · median
| 2026-03-05 | Day Jeff M. Co-President | Buy | 5.00K @ $14.90 | $74.5K |
| 2026-03-03 | Mizrachi Orit See Remarks | Buy | 1.00K @ $14.49 | $14.5K |
| 2026-03-03 | MILLER DAVID N Director | Buy | 5.00K @ $14.69 | $73.5K |
| 2026-03-02 | MILLER DAVID N Director | Buy | 5.00K @ $14.68 | $73.4K |
| 2026-03-02 | Occi Michael Jr. Chief Executive Officer | Buy | 7.00K @ $14.87 | $104K |
| 2025-11-11 | Krishnan Ashwin Chief Investment Officer | Buy | 3.00K @ $16.72 | $50.2K |
| 2025-11-10 | FRANK BRUCE D Director | Buy | 600.00 @ $16.41 | $9.84K |
| 2025-10-06 | Binstock Joan Director | Buy | 9.03K @ $16.64 | $150K |
| 2025-08-14 | Shannon Kevin Director | Buy | 5.00K @ $17.70 | $88.5K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.