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Morgan Stanley Direct Lending Fund(MSDL) - 2025 Q4 - Annual Results
2026-02-26 21:38
Exhibit 99.1 QUARTERLY HIGHLIGHTS SELECTED FINANCIAL HIGHLIGHTS | | For the Quarter Ended | | | | | --- | --- | --- | --- | --- | | ($ in thousands, except per share information) | December 31, 2025 | | | September 30, 2025 | | Net investment income per share | $ | 0.49 | $ | 0.50 | | Net realized and unrealized gains (losses) per share 1 | ($ | 0.16) | ($ | 0.18) | | Earnings per share | $ | 0.33 | $ | 0.32 | | Regular dividend per share | $ | 0.50 | $ | 0.50 | 1 Amount shown may not correspond for the per ...
Morgan Stanley Direct Lending Fund(MSDL) - 2025 Q4 - Annual Report
2026-02-26 21:13
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number 814-01332 Morgan Stanley Direct Lending Fund (Exact name of registrant as specified in its charter) Delaware 84-2009506 ...
Blackstone Secured Lending Fund (BXSL) Q4 Earnings Beat Estimates
ZACKS· 2026-02-25 18:15
Blackstone Secured Lending Fund (BXSL) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.76%. A quarter ago, it was expected that this company would post earnings of $0.8 per share when it actually produced earnings of $0.82, delivering a surprise of +2.5%.Over the last four quarters, ...
Morgan Stanley Direct Lending - Be Patient
Seeking Alpha· 2026-02-16 02:46
Company Overview - Rubicon Associates is led by a Chartered Financial Analyst with over 20 years of experience in investment management, focusing on fixed income and preferred stock portfolios, as well as asset allocation and macro portfolios [1] - The principal has managed nearly $7 billion in credit investments and oversaw research and trading activities in the credit market, including a $20 billion short-duration fund [1] Investment Strategy - The firm has experience analyzing and investing in both public and private companies globally, advising institutional clients on fixed income strategies, manager selection, and asset allocation [1] - Rubicon Associates has contributed written content for platforms such as Seeking Alpha, Learn Bonds, and TheStreet.com, in addition to advising both institutional and private investors [1]
MSDL: Time To Buy The Dip And Lock In 13% Yield
Seeking Alpha· 2026-02-10 14:15
Core Insights - The article highlights the extensive experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - It emphasizes Berzins' contributions to institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - The article also notes Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 1 - Roberts Berzins has over a decade of experience in financial management [1] - He has significantly contributed to the institutionalization of the REIT framework in Latvia [1] - Berzins is a CFA Charterholder and holds an ESG investing certificate [1] Group 2 - He has worked on developing national SOE financing guidelines [1] - Berzins is actively involved in initiatives to support the development of pan-Baltic capital markets [1] - His experience includes an internship at the Chicago Board of Trade [1]
PennantPark (PNNT) Misses Q1 Earnings and Revenue Estimates
ZACKS· 2026-02-09 23:16
分组1 - PennantPark reported quarterly earnings of $0.11 per share, missing the Zacks Consensus Estimate of $0.16 per share, and down from $0.20 per share a year ago, representing an earnings surprise of -32.64% [1] - The company posted revenues of $27.25 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 7.53%, and down from $34.21 million year-over-year [2] - PennantPark shares have underperformed the market, losing about 4.7% since the beginning of the year compared to the S&P 500's gain of 1.3% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.16 on revenues of $27.99 million, and for the current fiscal year, it is $0.65 on revenues of $112.14 million [7] - The Zacks Industry Rank for Financial - SBIC & Commercial Industry is currently in the bottom 44% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - The estimate revisions trend for PennantPark was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6]
Buy The Dip: 11-13% Yields Getting Way Too Cheap
Seeking Alpha· 2026-02-06 14:36
Group 1 - The article celebrates the fifth anniversary of High Yield Investor by offering a 30-day money-back guarantee, encouraging new memberships [1] - It highlights that some high-quality Business Development Companies (BDCs) are trading as if a significant increase in defaults and markdowns is imminent [1] - The article introduces Samuel Smith, a lead analyst with a strong background in dividend stock research and engineering, who leads the High Yield Investor group [1] Group 2 - High Yield Investor focuses on balancing safety, growth, yield, and value in its investment strategies [1] - The service provides various portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1] - The article includes a perspective quote emphasizing the importance of spiritual wealth over material wealth [1]
Private Credit Saw Its Shadow - More Winter Ahead
Seeking Alpha· 2026-02-05 20:35
Company Overview - Rubicon Associates is led by a Chartered Financial Analyst with over 20 years of experience in investment management, focusing on fixed income and preferred stock portfolios, as well as asset allocation and macro portfolios [1] - The principal has managed nearly $7 billion in credit investments and oversaw research and trading activities in the credit market [1] - The firm has also managed a short-duration fund worth $20 billion and served as Chief Strategist at a wealth management firm [1] Research and Advisory - Rubicon Associates has provided analysis and investment advice for both public and private companies globally [1] - The firm has written for various financial platforms, including Seeking Alpha, Learn Bonds, and TheStreet.com, and has advised institutional and private investors [1]
Golub Capital BDC (GBDC) Q1 Earnings Match Estimates
ZACKS· 2026-02-05 00:01
Core Viewpoint - Golub Capital BDC reported quarterly earnings of $0.38 per share, matching the Zacks Consensus Estimate, but down from $0.39 per share a year ago [1]. Financial Performance - Revenues for the quarter ended December 2025 were $207.01 million, missing the Zacks Consensus Estimate by 0.93%, and down from $220.7 million year-over-year [2]. - The company has surpassed consensus revenue estimates only once in the last four quarters [2]. Stock Performance - Golub Capital BDC shares have declined approximately 5.8% since the beginning of the year, while the S&P 500 has gained 1.1% [3]. - The stock currently holds a Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $201.68 million, and for the current fiscal year, it is $1.46 on revenues of $802.26 million [7]. - The trend of earnings estimate revisions is mixed ahead of the earnings release, which could influence future stock performance [6]. Industry Context - The Financial - SBIC & Commercial Industry is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8].
Jed Finn to Speak at the UBS Financial Services Conference
Businesswire· 2026-01-27 21:30
Group 1 - Jed Finn, Head of Wealth Management at Morgan Stanley, will speak at the UBS Financial Services Conference on February 10, 2026, at 3:30 p.m. (ET) [1] - Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services, with offices in 42 countries [1] - Morgan Stanley Direct Lending Fund (NYSE: MSDL) will release its financial results for the fourth quarter and fiscal year ended December 31, 2025, on February 26, 2026, after market close [1] Group 2 - Morgan Stanley has been ranked the 1 Outsourced Chief Investment Officer (OCIO) provider in the United States with $246.9 billion in U.S. OCIO AUM, according to Chestnut Solutions Institute's inaugural OCIO Market Leader Awards [1] - The distinction recognizes Morgan Stanley's industry-leading scale, capabilities, and commitment to delivering high-quality investment solutions to institutional clients [1] - The accompanying report from the Institute indicates an increase in OCIO AUM in 2025 [1]